Steadview Capital Management LLC Diversified Active

Location: San Francisco, CA

CIK: 0001844008 · Show all filings

Period: Q2 2026 (← Previous)

Filing Date: Aug 4, 2026

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

Holdings (14)

New Positions (5)

MU MICRON TECHNOLOGY INC 8.4%

Value $27.99M Shares 24,245 Est. Cost $1154.29 Unrealized —

ASML ASML HLDG NV 6.5%

Value $21.56M Shares 10,837 Est. Cost $1989.44 Unrealized —

NBIS NEBIUS GROUP N.V. 4.2%

Value $14M Shares 50,710 Est. Cost $276.17 Unrealized —

BE BLOOM ENERGY CORP 2.5%

Value $8.311M Shares 27,455 Est. Cost $302.70 Unrealized —

SPCX SPACE EXPLORATION TECHN CORP 2.4%

Value $8.144M Shares 47,665 Est. Cost $170.86 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MU	MICRON TECHNOLOGY INC	24,245	$27.99M	8.4%	$1154.29	—	COM	595112103
ASML	ASML HLDG NV	10,837	$21.56M	6.5%	$1989.44	—	N Y REGISTRY SHS	N07059210
NBIS	NEBIUS GROUP N.V.	50,710	$14M	4.2%	$276.17	—	SHS CLASS A	N97284108
BE	BLOOM ENERGY CORP	27,455	$8.311M	2.5%	$302.70	—	COM CL A	093712107
SPCX	SPACE EXPLORATION TECHN CORP	47,665	$8.144M	2.4%	$170.86	—	CLASS A COM STK	84615Q103

Increased Positions (2)

TSM TAIWAN SEMICONDUCTOR MANUFAC 4.8%

Value $15.83M (+67.4%) Shares 33,145 (+18.4%) Est. Cost $359.69 Unrealized —

CVNA CARVANA CO 15.0%

Value $49.73M (+7.9%) Shares 755,616 (+415.2%) Est. Cost $68.15 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
TSM	TAIWAN SEMICONDUCTOR MANUFAC	33,145 (+18.4%)	$15.83M (+67.4%)	4.8%	$359.69	—	SPONSORED ADS	874039100
CVNA	CARVANA CO	755,616 (+415.2%)	$49.73M (+7.9%)	15.0%	$68.15	—	CL A	146869102

Exited Positions (3)

SHOP SHOPIFY INC 4.6%

Value $15.25M Shares 128,559 Est. Cost $49.74 Unrealized —

RBLX ROBLOX CORP 1.4%

Value $4.791M Shares 84,710 Est. Cost $106.17 Unrealized —

MMYT MAKEMYTRIP LIMITED MAURITIUS 0.9%

Value $3.027M Shares 81,185 Est. Cost $103.77 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
SHOP	SHOPIFY INC	128,559	$15.25M	4.6%	$49.74	—	—	82509L107
RBLX	ROBLOX CORP	84,710	$4.791M	1.4%	$106.17	—	—	771049103
MMYT	MAKEMYTRIP LIMITED MAURITIUS	81,185	$3.027M	0.9%	$103.77	—	—	V5633W109

Decreased Positions (6)

HUT HUT 8 CORP 13.5%

Value $44.83M (+121.0%) Shares 388,290 (-10.2%) Est. Cost $42.86 Unrealized —

HOOD ROBINHOOD MKTS INC 16.6%

Value $55.3M (+22.9%) Shares 551,495 (-15.0%) Est. Cost $36.77 Unrealized —

APP APPLOVIN CORP 11.7%

Value $38.79M (+9.0%) Shares 75,290 (-15.8%) Est. Cost $60.48 Unrealized —

PLTR PALANTIR TECHNOLOGIES INC 1.6%

Value $5.287M (-36.5%) Shares 45,315 (-20.4%) Est. Cost $154.17 Unrealized —

AFRM AFFIRM HLDGS INC 2.4%

Value $8.051M (+21.3%) Shares 98,730 (-31.8%) Est. Cost $72.21 Unrealized —

DASH DOORDASH INC 7.0%

Value $23.35M (+1.7%) Shares 126,525 (-17.2%) Est. Cost $112.62 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
HUT	HUT 8 CORP	388,290 (-10.2%)	$44.83M (+121.0%)	13.5%	$42.86	—	COM	44812J104
HOOD	ROBINHOOD MKTS INC	551,495 (-15.0%)	$55.3M (+22.9%)	16.6%	$36.77	—	COM CL A	770700102
APP	APPLOVIN CORP	75,290 (-15.8%)	$38.79M (+9.0%)	11.7%	$60.48	—	COM CL A	03831W108
PLTR	PALANTIR TECHNOLOGIES INC	45,315 (-20.4%)	$5.287M (-36.5%)	1.6%	$154.17	—	CL A	69608A108
AFRM	AFFIRM HLDGS INC	98,730 (-31.8%)	$8.051M (+21.3%)	2.4%	$72.21	—	COM CL A	00827B106
DASH	DOORDASH INC	126,525 (-17.2%)	$23.35M (+1.7%)	7.0%	$112.62	—	CL A	25809K105

Unchanged Positions (1)

GOOG ALPHABET INC 3.4%

Value $11.34M Shares 32,100 Est. Cost $323.67 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
GOOG	ALPHABET INC	32,100	$11.34M	3.4%	$323.67	—	CAP STK CL C	02079K107