Stock Taper

STEADVIEW CAPITAL MANAGEMENT LLC

Latest 13F filing data - Q2 2026

Holdings

(Top positions)
STOCKTICKERSHARES HELD VALUE
ASML Holding N.V.ASML10.84K$21.56M
Micron Technology, Inc.MU24.25K$27.99M
Bloom Energy CorporationBE27.45K$8.31M
Alphabet Inc.GOOG32.1K$11.34M
Taiwan Semiconductor Manufacturing Company LimitedTSM33.15K$15.83M
Palantir Technologies Inc.PLTR45.31K$5.29M
Space Exploration Technologies Corp.SPCX47.66K$8.14M
Nebius Group N.V.NBIS50.71K$14M
AppLovin CorporationAPP75.29K$38.79M
Affirm Holdings, Inc.AFRM98.73K$8.05M
DoorDash, Inc.DASH126.53K$23.35M
Hut 8 Corp.HUT388.29K$44.83M
Robinhood Markets, Inc.HOOD551.5K$55.3M
Carvana Co.CVNA755.62K$49.73M