Terminal · Institutions

Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.

StepStone Group LP 13F Holdings -- Portfolio & Top Positions (2026-06-30)

StepStone Group LP (CIK 1502287) reported $2.16B across 23 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPCX ($1.87B, 86.62%), STUB ($97.3M, 4.51%), CBRS ($75.2M, 3.48%), XNDU ($41.4M, 1.92%), TMS ($16.4M, 0.76%). Source: SEC Form 13F.

RankTickerCompanyValue% PortfolioSharesAction
1SPCXSPACE EXPLORATION TECHN CORP$1.87B86.62%10.9MNew
2STUBSTUBHUB HLDGS INC$97.3M4.51%7.6MHold
3CBRSCEREBRAS SYSTEMS INC$75.2M3.48%340,321New
4XNDUXANADU QUANTUM TECHNOLO LTD$41.4M1.92%3.4MHold
5TMSTEAMSHARES INC$16.4M0.76%2.0MNew
6OKURONKURE THERAPEUTICS INC$12.1M0.56%2.7MHold
7KRMNKARMAN HLDGS INC$12.0M0.56%241,315Trimmed
8KDKKODIAK AI INC$7.2M0.33%1.4MAdded
9TRDAENTRADA THERAPEUTICS INC$5.6M0.26%761,277Hold
10EIKNEIKON THERAPEUTICS INC$5.2M0.24%395,340Hold
11PHATPHATHOM PHARMACEUTICALS INC.$4.6M0.21%422,085Hold
12CHYMCHIME FINL INC$3.1M0.14%150,000Hold
13KLARKLARNA GROUP PLC$2.7M0.12%132,018New
14DDOGDATADOG INC$1.8M0.09%7,074New
15NAVNNAVAN INC$1.3M0.06%58,258Trimmed
16GENVRGEN DIGITAL INC$788,0080.04%622,931Hold
17CRWDCROWDSTRIKE HLDGS INC$748,2790.03%3,922New
18GROVGROVE COLLABORATIVE HOLD INC$476,1560.02%380,925Added
19TNYATENAYA THERAPEUTICS INC$341,5380.02%462,163Hold
20CRCLCIRCLE INTERNET GROUP INC$138,0370.01%2,204New
21VIAVIA TRANSN INC$290,2760.01%16,002Hold
22MDBMONGODB INC.$00.00%0Exited
23DKNGDRAFTKINGS INC NEW$00.00%0Exited
24HOODROBINHOOD MKTS INC$78,8200.00%786New
25RBRKRUBRIK INC$4,8170.00%60New

Source: SEC Form 13F filings · as of 2026-06-30