Investor
Steadview Capital Management LLC
CIK 0001844008 · filed 2026-05-01 · SEC filing
13F book
$226.6M
Positions
12
3 new · 2 sold
Largest name
20.3%
Carvana Co. · CVNA
Est. mark
−$95.4M
Price effect on 9 names still held. Flow −$209M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Carvana Co. | CVNA | 146.7K | $46.1M | 20.3% | −$15.8M | Cut−$74.8M |
| Robinhood Mkts Inc | — | 649.1K | $45M | 19.8% | −$28.4M | Cut−$83.8M |
| Applovin Corp | APP | 89.5K | $35.6M | 15.7% | −$24.7M | Cut−$63.4M |
| DoorDash, Inc. | DASH | 152.8K | $22.9M | 10.1% | −$11.7M | Cut−$34.2M |
| Hut 8 Corp. | HUT | 432.5K | $20.3M | 9.0% | $418.7K | Added$457.4K |
| Shopify Inc. | SHOP | 128.6K | $15.2M | 6.7% | −$5.44M | Cut−$25.4M |
| Taiwan Semiconductor Mfg Ltd | — | 28K | $9.46M | 4.2% | — | New |
| Alphabet Inc | — | 32.1K | $9.21M | 4.1% | — | New |
| Palantir Technologies Inc. | PLTR | 56.9K | $8.32M | 3.7% | — | New |
| Affirm Hldgs Inc | — | 144.8K | $6.64M | 2.9% | −$4.14M | Cut−$10.3M |
| Roblox Corp | RBLX | 84.7K | $4.79M | 2.1% | −$2.07M | Cut−$8.09M |
| Makemytrip Limited Mauritius | — | 81.2K | $3.03M | 1.3% | −$3.64M | Cut−$7.08M |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.