本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR
Steadview Capital Management LLC (CIK 1844008) reported $332.5M across 14 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: HOOD ($55.3M, 16.63%), CVNA ($49.7M, 14.96%), HUT ($44.8M, 13.48%), APP ($38.8M, 11.67%), MU ($28.0M, 8.42%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | HOOD | ROBINHOOD MKTS INC | $55.3M | 16.63% | 551,495 | Trimmed |
| 2 | CVNA | CARVANA CO | $49.7M | 14.96% | 755,616 | Added |
| 3 | HUT | HUT 8 CORP | $44.8M | 13.48% | 388,290 | Trimmed |
| 4 | APP | APPLOVIN CORP | $38.8M | 11.67% | 75,290 | Trimmed |
| 5 | MU | MICRON TECHNOLOGY INC | $28.0M | 8.42% | 24,245 | New |
| 6 | DASH | DOORDASH INC | $23.3M | 7.02% | 126,525 | Trimmed |
| 7 | ASML | ASML HLDG NV | $21.6M | 6.48% | 10,837 | New |
| 8 | TSM | TAIWAN SEMICONDUCTOR MANUFAC | $15.8M | 4.76% | 33,145 | Added |
| 9 | NBIS | NEBIUS GROUP N.V. | $14.0M | 4.21% | 50,710 | New |
| 10 | GOOG | ALPHABET INC | $11.3M | 3.41% | 32,100 | Hold |
| 11 | BE | BLOOM ENERGY CORP | $8.3M | 2.50% | 27,455 | New |
| 12 | SPCX | SPACE EXPLORATION TECHN CORP | $8.1M | 2.45% | 47,665 | New |
| 13 | AFRM | AFFIRM HLDGS INC | $8.1M | 2.42% | 98,730 | Trimmed |
| 14 | PLTR | PALANTIR TECHNOLOGIES INC | $5.3M | 1.59% | 45,315 | Trimmed |
| 15 | MMYT | MAKEMYTRIP LIMITED MAURITIUS | $0 | 0.00% | 0 | Exited |
| 16 | RBLX | ROBLOX CORP | $0 | 0.00% | 0 | Exited |
| 17 | SHOP | SHOPIFY INC | $0 | 0.00% | 0 | Exited |
来源：SEC 13F 申报文件 · 截至 2026-06-30