Steadview Capital Management LLC
Steadview Capital Management LLC, managed by Ravi Mehta, reported 14 positions worth $332.51M in its 2026 Q2 13F filing: 5 new and 3 closed.
Estimated return
Since 2025 Q2 the disclosed positions returned an estimated +61.5% against +34.4% for the S&P 500. Price-only return of the fund's top 100 US longs at each quarter start, vs the S&P 500 over the same windows. Not the fund's actual return (no trades, fees, shorts, derivatives, cash).
| Quarter | Fund | S&P 500 |
|---|---|---|
| 2025 Q2 | +55.5% | +11.4% |
| 2025 Q3 | +30.8% | +7.6% |
| 2025 Q4 | -12.2% | +3.1% |
| 2026 Q1 | -32.7% | -5.8% |
| 2026 Q2 | +34.3% | +15.5% |
Top holdings, 2026 Q2
| Ticker | Company | Value | Portfolio % | Change |
|---|---|---|---|---|
| HOOD | ROBINHOOD MKTS INC | $55.30M | 16.60% | -15% |
| CVNA | CARVANA CO | $49.73M | 15.00% | +3% |
| HUT | HUT 8 CORP | $44.83M | 13.50% | -10.2% |
| APP | APPLOVIN CORP | $38.79M | 11.70% | -15.8% |
| MU | MICRON TECHNOLOGY INC | $27.99M | 8.40% | NEW |
| DASH | DOORDASH INC | $23.35M | 7.00% | -17.2% |
| ASML | ASML HLDG NV | $21.56M | 6.50% | NEW |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $15.83M | 4.80% | +18.4% |
| NBIS | NEBIUS GROUP N.V. | $14.00M | 4.20% | NEW |
| GOOG | ALPHABET INC | $11.34M | 3.40% | NO CHANGE |
| BE | BLOOM ENERGY CORP | $8.31M | 2.50% | NEW |
| SPCX | SPACE EXPLORATION TECHN CORP | $8.14M | 2.40% | NEW |
| AFRM | AFFIRM HLDGS INC | $8.05M | 2.40% | -31.8% |
| PLTR | PALANTIR TECHNOLOGIES INC | $5.29M | 1.60% | -20.4% |
All funds · Hedge Fund Tracker
Source: SEC EDGAR 13F filings, reported as of quarter end and filed up to 45 days later. Not investment advice.