Steadview Capital Management LLC Diversified Active

Location: San Francisco, CA

CIK: 0001844008 · Show all filings

Period: Q2 2026 (← Previous) (Next →)

Filing Date: Aug 4, 2026

Total Value: $333M (100.0% shares, 0.0% debt)

Holdings (14)

HOOD ROBINHOOD MKTS INC 16.6%

Value $55.3M Shares 551,495 Share Price $100.28 Est. Cost/Share $36.77 Unrealized @ Report Date +172.8%

CVNA CARVANA CO 15.0%

Value $49.73M Shares 755,616 Share Price $65.82 Est. Cost/Share $72.10 Unrealized @ Report Date -8.7%

HUT HUT 8 CORP 13.5%

Value $44.83M Shares 388,290 Share Price $115.44 Est. Cost/Share $42.86 Unrealized @ Report Date +169.4%

APP APPLOVIN CORP 11.7%

Value $38.79M Shares 75,290 Share Price $515.23 Est. Cost/Share $60.48 Unrealized @ Report Date +752.0%

MU MICRON TECHNOLOGY INC 8.4%

Value $27.99M Shares 24,245 Share Price $1154.29 Est. Cost/Share $749.89 Unrealized @ Report Date +53.9%

DASH DOORDASH INC 7.0%

Value $23.35M Shares 126,525 Share Price $184.53 Est. Cost/Share $112.62 Unrealized @ Report Date +63.8%

ASML ASML HLDG NV 6.5%

Value $21.56M Shares 10,837 Share Price $1989.44 Est. Cost/Share $1591.72 Unrealized @ Report Date +25.0%

TSM TAIWAN SEMICONDUCTOR MANUFAC 4.8%

Value $15.83M Shares 33,145 Share Price $477.57 Est. Cost/Share $353.73 Unrealized @ Report Date +35.0%

NBIS NEBIUS GROUP N.V. 4.2%

Value $14M Shares 50,710 Share Price $276.17 Est. Cost/Share $198.04 Unrealized @ Report Date +39.5%

GOOG ALPHABET INC 3.4%

Value $11.34M Shares 32,100 Share Price $353.33 Est. Cost/Share $314.20 Unrealized @ Report Date +12.5%

BE BLOOM ENERGY CORP 2.5%

Value $8.311M Shares 27,455 Share Price $302.70 Est. Cost/Share $256.20 Unrealized @ Report Date +18.1%

SPCX SPACE EXPLORATION TECHN CORP 2.4%

Value $8.144M Shares 47,665 Share Price $170.86 Est. Cost/Share $170.68 Unrealized @ Report Date +0.1%

AFRM AFFIRM HLDGS INC 2.4%

Value $8.051M Shares 98,730 Share Price $81.55 Est. Cost/Share $72.21 Unrealized @ Report Date +12.9%

PLTR PALANTIR TECHNOLOGIES INC 1.6%

Value $5.287M Shares 45,315 Share Price $116.67 Est. Cost/Share $152.89 Unrealized @ Report Date -23.7%

Ticker	Issuer	Shares	Value	%	Share Price	Est. Cost/Share	Unrealized @ Report Date	Class	CUSIP
HOOD	ROBINHOOD MKTS INC	551,495	$55.3M	16.6%	$100.28	$36.77	+172.8%	COM CL A	770700102
CVNA	CARVANA CO	755,616	$49.73M	15.0%	$65.82	$72.10	-8.7%	CL A	146869102
HUT	HUT 8 CORP	388,290	$44.83M	13.5%	$115.44	$42.86	+169.4%	COM	44812J104
APP	APPLOVIN CORP	75,290	$38.79M	11.7%	$515.23	$60.48	+752.0%	COM CL A	03831W108
MU	MICRON TECHNOLOGY INC	24,245	$27.99M	8.4%	$1154.29	$749.89	+53.9%	COM	595112103
DASH	DOORDASH INC	126,525	$23.35M	7.0%	$184.53	$112.62	+63.8%	CL A	25809K105
ASML	ASML HLDG NV	10,837	$21.56M	6.5%	$1989.44	$1591.72	+25.0%	N Y REGISTRY SHS	N07059210
TSM	TAIWAN SEMICONDUCTOR MANUFAC	33,145	$15.83M	4.8%	$477.57	$353.73	+35.0%	SPONSORED ADS	874039100
NBIS	NEBIUS GROUP N.V.	50,710	$14M	4.2%	$276.17	$198.04	+39.5%	SHS CLASS A	N97284108
GOOG	ALPHABET INC	32,100	$11.34M	3.4%	$353.33	$314.20	+12.5%	CAP STK CL C	02079K107
BE	BLOOM ENERGY CORP	27,455	$8.311M	2.5%	$302.70	$256.20	+18.1%	COM CL A	093712107
SPCX	SPACE EXPLORATION TECHN CORP	47,665	$8.144M	2.4%	$170.86	$170.68	+0.1%	CLASS A COM STK	84615Q103
AFRM	AFFIRM HLDGS INC	98,730	$8.051M	2.4%	$81.55	$72.21	+12.9%	COM CL A	00827B106
PLTR	PALANTIR TECHNOLOGIES INC	45,315	$5.287M	1.6%	$116.67	$152.89	-23.7%	CL A	69608A108