Steadview Capital Management LLC
SAN FRANCISCO CA · SEC CIK 0001844008
$3.33亿2026Q2 申报市值
14持仓数
91.0%前十大占比 · 第一大 16.6%
5 / 3新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
MU 新建仓+$2,798.58万
ASML 新建仓+$2,155.96万
NBIS 新建仓+$1,400.46万
BE 新建仓+$831.06万
SPCX 新建仓+$814.40万
2026Q2 卖出最多 按季末市值估算
SHOP 清仓-$1,524.97万
HOOD 减仓-$978.73万
APP 减仓-$729.57万
HUT 减仓-$510.15万
DASH 减仓-$485.59万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▲ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SHOP | SHOPIFY INC | $0 | 0.00% | 0 | -128,559 | -100.0% | -$1,524.97万 | 清仓 |
| RBLX | ROBLOX CORP | $0 | 0.00% | 0 | -84,710 | -100.0% | -$479.12万 | 清仓 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS | $0 | 0.00% | 0 | -81,185 | -100.0% | -$302.74万 | 清仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $528.69万 | 1.59% | 45,315 | -11,585 | -20.4% | -$135.16万 | 减仓 |
| AFRM | AFFIRM HLDGS INC | $805.14万 | 2.42% | 98,730 | -46,085 | -31.8% | -$375.82万 | 减仓 |
| SPCX | SPACE EXPLORATION TECHN CORP | $814.40万 | 2.45% | 47,665 | 47,665 | — | $814.40万 | 新建仓 |
| BE | BLOOM ENERGY CORP | $831.06万 | 2.50% | 27,455 | 27,455 | — | $831.06万 | 新建仓 |
| GOOG | ALPHABET INC | $1,134.19万 | 3.41% | 32,100 | 0 | 0.0% | — | 不变 |
| NBIS | NEBIUS GROUP N.V. | $1,400.46万 | 4.21% | 50,710 | 50,710 | — | $1,400.46万 | 新建仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $1,582.91万 | 4.76% | 33,145 | 5,160 | 18.4% | $246.43万 | 加仓 |
| ASML | ASML HLDG NV | $2,155.96万 | 6.48% | 10,837 | 10,837 | — | $2,155.96万 | 新建仓 |
| DASH | DOORDASH INC | $2,334.77万 | 7.02% | 126,525 | -26,315 | -17.2% | -$485.59万 | 减仓 |
| MU | MICRON TECHNOLOGY INC | $2,798.58万 | 8.42% | 24,245 | 24,245 | — | $2,798.58万 | 新建仓 |
| APP | APPLOVIN CORP | $3,879.17万 | 11.67% | 75,290 | -14,160 | -15.8% | -$729.57万 | 减仓 |
| HUT | HUT 8 CORP | $4,482.61万 | 13.48% | 388,290 | -44,190 | -10.2% | -$510.15万 | 减仓 |
| CVNA | CARVANA CO | $4,973.46万 | 14.96% | 755,616 | 22,316 | 3.0% | $146.88万 | 加仓 |
| HOOD | ROBINHOOD MKTS INC | $5,530.39万 | 16.63% | 551,495 | -97,600 | -15.0% | -$978.73万 | 减仓 |