Steadview Capital Management LLC
SAN FRANCISCO CA · SEC CIK 0001844008
$2.27亿2026Q1 申报市值
12持仓数
96.5%前十大占比 · 第一大 20.3%
3 / 2新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
TSM 新建仓+$945.75万
GOOG 新建仓+$920.82万
PLTR 新建仓+$832.33万
HUT 加仓+$3.87万
2026Q1 卖出最多 按季末市值估算
CVNA 减仓-$4,398.65万
HOOD 减仓-$3,390.40万
APP 减仓-$2,285.12万
HIMS 清仓-$2,025.02万
DASH 减仓-$1,494.22万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| CVNA | CARVANA CO | $4,610.70万 | 20.35% | 146,660 | -139,915 | -48.8% | -$4,398.65万 | 减仓 |
| HOOD | ROBINHOOD MKTS INC | $4,498.23万 | 19.85% | 649,095 | -489,235 | -43.0% | -$3,390.40万 | 减仓 |
| APP | APPLOVIN CORP | $3,560.11万 | 15.71% | 89,450 | -57,415 | -39.1% | -$2,285.12万 | 减仓 |
| DASH | DOORDASH INC | $2,294.89万 | 10.13% | 152,840 | -99,515 | -39.4% | -$1,494.22万 | 减仓 |
| HUT | HUT 8 CORP | $2,028.76万 | 8.95% | 432,480 | 825 | 0.2% | $3.87万 | 加仓 |
| SHOP | SHOPIFY INC | $1,524.97万 | 6.73% | 128,559 | -123,995 | -49.1% | -$1,470.83万 | 减仓 |
| TSM | TAIWAN SEMICONDUCTOR MANUFAC | $945.75万 | 4.17% | 27,985 | 27,985 | — | $945.75万 | 新建仓 |
| GOOG | ALPHABET INC | $920.82万 | 4.06% | 32,100 | 32,100 | — | $920.82万 | 新建仓 |
| PLTR | PALANTIR TECHNOLOGIES INC | $832.33万 | 3.67% | 56,900 | 56,900 | — | $832.33万 | 新建仓 |
| AFRM | AFFIRM HLDGS INC | $663.54万 | 2.93% | 144,815 | -82,890 | -36.4% | -$379.80万 | 减仓 |
| RBLX | ROBLOX CORP | $479.12万 | 2.11% | 84,710 | -74,290 | -46.7% | -$420.18万 | 减仓 |
| MMYT | MAKEMYTRIP LIMITED MAURITIUS | $302.74万 | 1.34% | 81,185 | -41,860 | -34.0% | -$156.10万 | 减仓 |
| HIMS | HIMS & HERS HEALTH INC | $0 | 0.00% | 0 | -623,660 | -100.0% | -$2,025.02万 | 清仓 |
| PTRN | PATTERN GROUP INC | $0 | 0.00% | 0 | -400,000 | -100.0% | -$461.60万 | 清仓 |