StepStone Group LP 13F 持仓 · 2026年Q2
StepStone Group 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 23 只证券，申报市值合计 21.58 亿美元。前几大持仓：SPCX（86.62%）、STUB（4.51%）、CBRS（3.48%）。本季前 25 大持仓中：新建仓 8 只、增持 2 只、减持 2 只、清仓 3 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPCX | SPACE EXPLORATION TECHN CORP | $1.87B | 86.62% | 10.9M | 新建仓 |
| 2 | STUB | STUBHUB HLDGS INC | $97.3M | 4.51% | 7.6M | 持平 |
| 3 | CBRS | CEREBRAS SYSTEMS INC | $75.2M | 3.48% | 340,321 | 新建仓 |
| 4 | XNDU | XANADU QUANTUM TECHNOLO LTD | $41.4M | 1.92% | 3.4M | 持平 |
| 5 | TMS | TEAMSHARES INC | $16.4M | 0.76% | 2.0M | 新建仓 |
| 6 | KRMN | KARMAN HLDGS INC | $12.0M | 0.56% | 241,315 | 减持 |
| 7 | OKUR | ONKURE THERAPEUTICS INC | $12.1M | 0.56% | 2.7M | 持平 |
| 8 | KDK | KODIAK AI INC | $7.2M | 0.33% | 1.4M | 增持 |
| 9 | TRDA | ENTRADA THERAPEUTICS INC | $5.6M | 0.26% | 761,277 | 持平 |
| 10 | EIKN | EIKON THERAPEUTICS INC | $5.2M | 0.24% | 395,340 | 持平 |
| 11 | PHAT | PHATHOM PHARMACEUTICALS INC. | $4.6M | 0.21% | 422,085 | 持平 |
| 12 | CHYM | CHIME FINL INC | $3.1M | 0.14% | 150,000 | 持平 |
| 13 | KLAR | KLARNA GROUP PLC | $2.7M | 0.12% | 132,018 | 新建仓 |
| 14 | DDOG | DATADOG INC | $1.8M | 0.09% | 7,074 | 新建仓 |
| 15 | NAVN | NAVAN INC | $1.3M | 0.06% | 58,258 | 减持 |
| 16 | GENVR | GEN DIGITAL INC | $788,008 | 0.04% | 622,931 | 持平 |
| 17 | CRWD | CROWDSTRIKE HLDGS INC | $748,279 | 0.03% | 3,922 | 新建仓 |
| 18 | GROV | GROVE COLLABORATIVE HOLD INC | $476,156 | 0.02% | 380,925 | 增持 |
| 19 | TNYA | TENAYA THERAPEUTICS INC | $341,538 | 0.02% | 462,163 | 持平 |
| 20 | CRCL | CIRCLE INTERNET GROUP INC | $138,037 | 0.01% | 2,204 | 新建仓 |
| 21 | VIA | VIA TRANSN INC | $290,276 | 0.01% | 16,002 | 持平 |
| 22 | DKNG | DRAFTKINGS INC NEW | $0 | 0.00% | 0 | 清仓 |
| 23 | HOOD | ROBINHOOD MKTS INC | $78,820 | 0.00% | 786 | 新建仓 |
| 24 | MDB | MONGODB INC. | $0 | 0.00% | 0 | 清仓 |
| 25 | NOW | SERVICENOW INC | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR