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 Share Price $314.38 * Est. Cost/Share $77.81 Unrealized @ Report Date -19.2%

HOOD ROBINHOOD MKTS INC 19.8%

Value $44.98M Shares 649,095 Share Price $69.30 Est. Cost/Share $36.77 Unrealized @ Report Date +88.5%

APP APPLOVIN CORP 15.7%

Value $35.6M Shares 89,450 Share Price $398.00 Est. Cost/Share $60.48 Unrealized @ Report Date +558.1%

DASH DOORDASH INC 10.1%

Value $22.95M Shares 152,840 Share Price $150.15 Est. Cost/Share $112.62 Unrealized @ Report Date +33.3%

HUT HUT 8 CORP 9.0%

Value $20.29M Shares 432,480 Share Price $46.91 Est. Cost/Share $42.86 Unrealized @ Report Date +9.5%

SHOP SHOPIFY INC 6.7%

Value $15.25M Shares 128,559 Share Price $118.62 Est. Cost/Share $49.74 Unrealized @ Report Date +138.5%

TSM TAIWAN SEMICONDUCTOR MANUFAC 4.2%

Value $9.458M Shares 27,985 Share Price $337.95 Est. Cost/Share $344.13 Unrealized @ Report Date -1.8%

GOOG ALPHABET INC 4.1%

Value $9.208M Shares 32,100 Share Price $286.86 Est. Cost/Share $314.20 Unrealized @ Report Date -8.7%

PLTR PALANTIR TECHNOLOGIES INC 3.7%

Value $8.323M Shares 56,900 Share Price $146.28 Est. Cost/Share $152.89 Unrealized @ Report Date -4.3%

AFRM AFFIRM HLDGS INC 2.9%

Value $6.635M Shares 144,815 Share Price $45.82 Est. Cost/Share $72.21 Unrealized @ Report Date -36.5%

RBLX ROBLOX CORP 2.1%

Value $4.791M Shares 84,710 Share Price $56.56 Est. Cost/Share $106.17 Unrealized @ Report Date -46.7%

MMYT MAKEMYTRIP LIMITED MAURITIUS 1.3%

Value $3.027M Shares 81,185 Share Price $37.29 Est. Cost/Share $103.77 Unrealized @ Report Date -64.1%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
CVNA	CARVANA CO	146,660	$46.11M	20.3%	$314.38 *	$77.81	-19.2%	CL A	146869102
HOOD	ROBINHOOD MKTS INC	649,095	$44.98M	19.8%	$69.30	$36.77	+88.5%	COM CL A	770700102
APP	APPLOVIN CORP	89,450	$35.6M	15.7%	$398.00	$60.48	+558.1%	COM CL A	03831W108
DASH	DOORDASH INC	152,840	$22.95M	10.1%	$150.15	$112.62	+33.3%	CL A	25809K105
HUT	HUT 8 CORP	432,480	$20.29M	9.0%	$46.91	$42.86	+9.5%	COM	44812J104
SHOP	SHOPIFY INC	128,559	$15.25M	6.7%	$118.62	$49.74	+138.5%	CL A SUB VTG SHS	82509L107
TSM	TAIWAN SEMICONDUCTOR MANUFAC	27,985	$9.458M	4.2%	$337.95	$344.13	-1.8%	SPONSORED ADS	874039100
GOOG	ALPHABET INC	32,100	$9.208M	4.1%	$286.86	$314.20	-8.7%	CAP STK CL C	02079K107
PLTR	PALANTIR TECHNOLOGIES INC	56,900	$8.323M	3.7%	$146.28	$152.89	-4.3%	CL A	69608A108
AFRM	AFFIRM HLDGS INC	144,815	$6.635M	2.9%	$45.82	$72.21	-36.5%	COM CL A	00827B106
RBLX	ROBLOX CORP	84,710	$4.791M	2.1%	$56.56	$106.17	-46.7%	CL A	771049103
MMYT	MAKEMYTRIP LIMITED MAURITIUS	81,185	$3.027M	1.3%	$37.29	$103.77	-64.1%	SHS	V5633W109