Steadview Capital Management LLC

SAN FRANCISCO, CA · CIK 1844008 · 13F filing filed 2026-08-04

SEC-registered investment adviser since 2012 · limited liability company

Assets managed$2.6bn
Staff28 · 13 in investment roles
Main clients (by assets)Private funds 100%
Private funds7 (3 hedge) · $2.6bn gross assets
Websitesteadview.com
Form ADV · 2026-03-25SEC adviser record

Legal entitySTEADVIEW CAPITAL MANAGEMENT LLC (US)

Kindhedge funds, private equity, futures
Others nearbySan Francisco, CA, Mumbai, New York, NY, London

As an employer

Offices in3 countries
Private fundshedge 3, private equity 4

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
San Francisco, CA (main office)United States	United States	about 2
MumbaiIndia	India	8
New York, NYUnited States	United States	2
LondonUnited Kingdom	United Kingdom	1

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$332.5m reported value +46.7% vs Q1 2026

14positions

91.0%in top 10

5 new 2 added 6 reduced 3 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	ROBINHOOD MKTS INC COM CL A HOOD	HOOD	551,495	$55.3m16.63%	16.63%	Reduced -97.6k	-97,600 -15.0%
2	CARVANA CO CL A CVNA	CVNA	755,616	$49.7m14.96%	14.96%	Added +22.3k	+22,316 3.0%
3	HUT 8 CORP COM HUT	HUT	388,290	$44.8m13.48%	13.48%	Reduced -44.2k	-44,190 -10.2%
4	APPLOVIN CORP COM CL A APP	APP	75,290	$38.8m11.67%	11.67%	Reduced -14.2k	-14,160 -15.8%
5	MICRON TECHNOLOGY INC COM MU	MU	24,245	$28.0m8.42%	8.42%	New
6	DOORDASH INC CL A DASH	DASH	126,525	$23.3m7.02%	7.02%	Reduced -26.3k	-26,315 -17.2%
7	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	10,837	$21.6m6.48%	6.48%	New
8	TAIWAN SEMICONDUCTOR MFG LTD SPONSORED ADS TSM	TSM	33,145	$15.8m4.76%	4.76%	Added +5.2k	+5,160 18.4%
9	NEBIUS GROUP N.V. SHS CLASS A NBIS	NBIS	50,710	$14.0m4.21%	4.21%	New
10	ALPHABET INC CAP STK CL C GOOG	GOOG	32,100	$11.3m3.41%	3.41%	Unchanged
11	BLOOM ENERGY CORP COM CL A BE	BE	27,455	$8.3m2.50%	2.50%	New
12	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	47,665	$8.1m2.45%	2.45%	New
13	AFFIRM HLDGS INC COM CL A AFRM	AFRM	98,730	$8.1m2.42%	2.42%	Reduced -46.1k	-46,085 -31.8%
14	PALANTIR TECHNOLOGIES INC CL A PLTR	PLTR	45,315	$5.3m1.59%	1.59%	Reduced -11.6k	-11,585 -20.4%

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
SHOPIFY INC SHOP	SHOP	128,559	$15.2m128.6k shares
ROBLOX CORP RBLX	RBLX	84,710	$4.8m84.7k shares
MAKEMYTRIP LIMITED MAURITIUS MMYT	MMYT	81,185	$3.0m81.2k shares