Filed: 5/1/2026ACC: 0000945621-26-000621
📋 What this filing means
STEADVIEW CAPITAL MANAGEMENT LLC filed this quarterly 13F‑HR report disclosing 12 equity positions with a total reported market value of $226.62M. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
12
Positions
$226.62M
Total AUM (reported)
2.03M
Total Shares
Allocation by class
COM CL A$87.22M38.5%
CL A$82.17M36.3%
COM$20.29M9.0%
CL A SUB VTG SHS$15.25M6.7%
SPONSORED ADS$9.46M4.2%
CAP STK CL C$9.21M4.1%
SHS$3.03M1.3%
Portfolio Concentration
Top 3$126.69M55.9%
4–10$92.11M40.6%
11–25$7.82M3.5%
Top 3 weight
55.9%
Top 10 weight
96.5%
Voting Authority Distribution
Total shares with voting rights: 2.03M
Sole
Full voting authority
2.03M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole12
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings12
Rows:
CARVANA CO
SOLEShares146.66K
TypeSH
Market value$46.11M
20.35%
Sole
146.66K
Shared
0.00
None
0.00
ROBINHOOD MKTS INC
SOLEShares649.10K
TypeSH
Market value$44.98M
19.85%
Sole
649.10K
Shared
0.00
None
0.00
APPLOVIN CORP
SOLEShares89.45K
TypeSH
Market value$35.60M
15.71%
Sole
89.45K
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares152.84K
TypeSH
Market value$22.95M
10.13%
Sole
152.84K
Shared
0.00
None
0.00
HUT 8 CORP
SOLEShares432.48K
TypeSH
Market value$20.29M
8.95%
Sole
432.48K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares128.56K
TypeSH
Market value$15.25M
6.73%
Sole
128.56K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MANUFAC
SOLEShares27.98K
TypeSH
Market value$9.46M
4.17%
Sole
27.98K
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares32.10K
TypeSH
Market value$9.21M
4.06%
Sole
32.10K
Shared
0.00
None
0.00
PALANTIR TECHNOLOGIES INC
SOLEShares56.90K
TypeSH
Market value$8.32M
3.67%
Sole
56.90K
Shared
0.00
None
0.00
AFFIRM HLDGS INC
SOLEShares144.81K
TypeSH
Market value$6.64M
2.93%
Sole
144.81K
Shared
0.00
None
0.00
ROBLOX CORP
SOLEShares84.71K
TypeSH
Market value$4.79M
2.11%
Sole
84.71K
Shared
0.00
None
0.00
MAKEMYTRIP LIMITED MAURITIUS
SOLEShares81.19K
TypeSH
Market value$3.03M
1.34%
Sole
81.19K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
CARVANA COSOLE | CL A | 146.66K | SH | $46.11M 20.35% | 146.66K | 0.00 | 0.00 |
ROBINHOOD MKTS INCSOLE | COM CL A | 649.10K | SH | $44.98M 19.85% | 649.10K | 0.00 | 0.00 |
APPLOVIN CORPSOLE | COM CL A | 89.45K | SH | $35.60M 15.71% | 89.45K | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 152.84K | SH | $22.95M 10.13% | 152.84K | 0.00 | 0.00 |
HUT 8 CORPSOLE | COM | 432.48K | SH | $20.29M 8.95% | 432.48K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A SUB VTG SHS | 128.56K | SH | $15.25M 6.73% | 128.56K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MANUFACSOLE | SPONSORED ADS | 27.98K | SH | $9.46M 4.17% | 27.98K | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL C | 32.10K | SH | $9.21M 4.06% | 32.10K | 0.00 | 0.00 |
PALANTIR TECHNOLOGIES INCSOLE | CL A | 56.90K | SH | $8.32M 3.67% | 56.90K | 0.00 | 0.00 |
AFFIRM HLDGS INCSOLE | COM CL A | 144.81K | SH | $6.64M 2.93% | 144.81K | 0.00 | 0.00 |
ROBLOX CORPSOLE | CL A | 84.71K | SH | $4.79M 2.11% | 84.71K | 0.00 | 0.00 |
MAKEMYTRIP LIMITED MAURITIUSSOLE | SHS | 81.19K | SH | $3.03M 1.34% | 81.19K | 0.00 | 0.00 |