HedgeMountain

Steadview Capital Management LLC

San Francisco, CA · CRD 164661
Hedge fund manager

Steadview Capital Management LLC is an SEC-registered investment adviser based in San Francisco, CA that reports managing 3 hedge funds on Form ADV. It reports $2.6 billion in regulatory assets under management. Its private funds, of all types, hold $2.6 billion in gross assets. Its disclosed U.S. stock holdings returned an estimated -9.6% 2026 YTD through Jun 30 (S&P 500: +9.5%), based on 13F filings. Over a longer period they returned an estimated +178.2% from Q3 2024 to Q2 2026, compared with +37.2% for the S&P 500, based on 13F filings.

Regulatory assets under management
$2.6 billionForm ADV Item 5.F
Gross assets of private funds
$2.6 billionAll private fund types, Form ADV
Hedge funds managed
37 private funds in total
Employees
28Form ADV Item 5.A
Registration
SEC-registered adviserCRD 164661
Latest Form ADV
03/25/2026Disciplinary disclosures: none reported

Estimated 13F portfolio performance

Est. 2026 YTD-9.6%Through Q2 2026 · S&P 500 +9.5%
Est. 2-year return+178.2%Q3 2024 – Q2 2026
S&P 500+37.2%Same quarters, price only
13F holdings$332.5 million14 positions, 2026-06-30
$100$225$351Q3 2024Q1 2025Q3 2025Q1 202613F est. $278S&P 500 $137
QuarterEst. 13F returnS&P 500
Q2 2026+34.3%+14.8%
Q1 2026-32.7%-4.6%
Q4 2025-12.2%+2.4%
Q3 2025+30.8%+7.8%
Q2 2025+55.5%+10.4%
Q1 2025-2.0%-4.5%
Q4 2024+39.6%+2.1%
Q3 2024+25.9%+5.4%

Estimate of the firm's disclosed long U.S. stock portfolio from its quarterly 13F filings, holding each quarter-end portfolio to the next quarter-end at prices implied by all 13F filers. It is a price return before dividends and fees, ignores shorts, options, bonds, cash and trading within the quarter, and is not the return of any fund. Disclosures

Largest disclosed holdings

  • Robinhood Mkts Inc Com CL A$55.3 million
  • Carvana Co$49.7 million
  • Hut 8 Corp$44.8 million
  • Applovin Corp$38.8 million
  • Micron Technology Inc Com$28.0 million
  • Doordash Inc$23.3 million
  • Asml Holding N.V.$21.6 million
  • Taiwan Semiconductor MFG LTD Sponsored ADS$15.8 million
  • Nebius Group N.V. Class A$14.0 million
  • Alphabet, Inc Non-voting Class$11.3 million

As of 2026-06-30, from 13F filing by Steadview Capital Management LLC.

From SEC filings. Firm data comes from the SEC's Form ADV data as of Oct 2, 2026; performance estimates come from Form 13F. HedgeMountain has not verified this information, and it is not an offer, solicitation or recommendation. Full disclosures