Steadview Capital Management LLC Diversified Active

Location: San Francisco, CA

CIK: 0001844008 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 1, 2026

Total Value: $227M (100.0% shares, 0.0% debt)

Holdings (12)

CVNA CARVANA CO 20.3%

Value $46.11M Shares 146,660 Est. Cost $77.81 Unrealized +425.0%

HOOD ROBINHOOD MKTS INC 19.8%

Value $44.98M Shares 649,095 Est. Cost $36.77 Unrealized +160.4%

APP APPLOVIN CORP 15.7%

Value $35.6M Shares 89,450 Est. Cost $60.48 Unrealized +738.5%

DASH DOORDASH INC 10.1%

Value $22.95M Shares 152,840 Est. Cost $112.62 Unrealized +74.6%

HUT HUT 8 CORP 9.0%

Value $20.29M Shares 432,480 Est. Cost $42.86 Unrealized +32.0%

SHOP SHOPIFY INC 6.7%

Value $15.25M Shares 128,559 Est. Cost $49.74 Unrealized +174.4%

TSM TAIWAN SEMICONDUCTOR MANUFAC 4.2%

Value $9.458M Shares 27,985 Est. Cost $337.95 Unrealized —

GOOG ALPHABET INC 4.1%

Value $9.208M Shares 32,100 Est. Cost $323.67 Unrealized 0.0%

PLTR PALANTIR TECHNOLOGIES INC 3.7%

Value $8.323M Shares 56,900 Est. Cost $154.17 Unrealized 0.0%

AFRM AFFIRM HLDGS INC 2.9%

Value $6.635M Shares 144,815 Est. Cost $72.21 Unrealized -10.4%

RBLX ROBLOX CORP 2.1%

Value $4.791M Shares 84,710 Est. Cost $106.17 Unrealized -32.4%

MMYT MAKEMYTRIP LIMITED MAURITIUS 1.3%

Value $3.027M Shares 81,185 Est. Cost $103.77 Unrealized -36.8%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CVNA	CARVANA CO	146,660	$46.11M	20.3%	$77.81	+425.0%	CL A	146869102
HOOD	ROBINHOOD MKTS INC	649,095	$44.98M	19.8%	$36.77	+160.4%	COM CL A	770700102
APP	APPLOVIN CORP	89,450	$35.6M	15.7%	$60.48	+738.5%	COM CL A	03831W108
DASH	DOORDASH INC	152,840	$22.95M	10.1%	$112.62	+74.6%	CL A	25809K105
HUT	HUT 8 CORP	432,480	$20.29M	9.0%	$42.86	+32.0%	COM	44812J104
SHOP	SHOPIFY INC	128,559	$15.25M	6.7%	$49.74	+174.4%	CL A SUB VTG SHS	82509L107
TSM	TAIWAN SEMICONDUCTOR MANUFAC	27,985	$9.458M	4.2%	$337.95	—	SPONSORED ADS	874039100
GOOG	ALPHABET INC	32,100	$9.208M	4.1%	$323.67	0.0%	CAP STK CL C	02079K107
PLTR	PALANTIR TECHNOLOGIES INC	56,900	$8.323M	3.7%	$154.17	0.0%	CL A	69608A108
AFRM	AFFIRM HLDGS INC	144,815	$6.635M	2.9%	$72.21	-10.4%	COM CL A	00827B106
RBLX	ROBLOX CORP	84,710	$4.791M	2.1%	$106.17	-32.4%	CL A	771049103
MMYT	MAKEMYTRIP LIMITED MAURITIUS	81,185	$3.027M	1.3%	$103.77	-36.8%	SHS	V5633W109