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StepStone Group LP

SEC CIK
0001502287
Latest filing
Aug 13, 2026

Holdings in Q2 2026

Holdings as of Jun 30, 2026, filed Aug 13, 2026. Long positions only; changes compare share counts with Q1 2026.

Institution overview
Positions
23
+5 vs. Q1 2026
Portfolio value
$2.16B
+$1.95B (+940.2%) vs. Q1 2026
Filed
Aug 13, 2026
SEC
Holdings of StepStone Group LP in Q2 2026
SecurityClassSharesValue% of portfolioShare changeActionHistory
SPCXSpace Exploration Technologies CorpCLASS A COM STK10,940,730$1.87B86.6%+10,940,730NewHistory
STUBStubHub Holdings, Inc.CL A7,562,225$97.3M4.5%00.0%UnchangedHistory
CBRSCerebras Systems Inc.COM CL A340,321$75.2M3.5%+340,321NewHistory
XNDUXanadu Quantum Technologies LtdSUB VTG B3,417,854$41.4M1.9%00.0%UnchangedHistory
TMSTeamshares IncCOM1,999,971$16.4M0.8%+1,999,971NewHistory
OKUROnKure Therapeutics, Inc.COM CL A2,660,612$12.1M0.6%00.0%UnchangedHistory
KRMNKarman Holdings Inc.COMMON STOCK241,315$12.0M0.6%−636,005−72.5%ReducedHistory
KDKKodiak AI, Inc.COM1,412,928$7.18M0.3%+2260.0%AddedHistory
TRDAEntrada Therapeutics, Inc.COM761,277$5.60M0.3%00.0%UnchangedHistory
EIKNEikon Therapeutics, Inc.COM395,340$5.16M0.2%00.0%UnchangedHistory
PHATPhathom Pharmaceuticals, Inc.COM422,085$4.58M0.2%00.0%UnchangedHistory
CHYMChime Financial, Inc.COM SHS CL A150,000$3.07M0.1%00.0%UnchangedHistory
KLARKlarna Group plcStock132,018$2.67M0.1%+132,018NewHistory
DDOGDatadog, Inc.CL A COM7,074$1.84M0.1%+7,074NewHistory
NAVNNavan, Inc.CL A58,258$1.33M0.1%−425,643−88.0%ReducedHistory
GENVRGen Digital Inc.COM622,931$788.0K<0.1%00.0%UnchangedHistory
CRWDCrowdStrike Holdings, Inc.Stock3,922$748.3K<0.1%+3,922NewHistory
GROVGrove Collaborative Holdings, Inc.COM CL A380,925$476.2K<0.1%+223+0.1%AddedHistory
TNYATenaya Therapeutics, Inc.COM462,163$341.5K<0.1%00.0%UnchangedHistory
VIAVia Transportation, Inc.COM CL A16,002$290.3K<0.1%00.0%UnchangedHistory
CRCLCircle Internet Group, Inc.COM CL A2,204$138.0K<0.1%+2,204NewHistory
HOODRobinhood Markets, Inc.Stock786$78.8K<0.1%+786NewHistory
RBRKRubrik, Inc.Stock60$4.82K<0.1%+60NewHistory

Sold out since Q1 2026 (4)

Positions held at the end of Q1 2026 that are gone from this filing.

Positions of StepStone Group LP sold out since Q1 2026
SecurityClassShares in Q1 2026Value in Q1 2026% of portfolio in Q1 2026History
PATHUiPath, Inc.Stock902,973$10.0M4.8%History
DKNGDraftKings Inc.Stock160,902$3.48M1.7%History
MDBMongoDB, Inc.CL A2,030$496.9K0.2%History
NOWServiceNow, Inc.Stock638$66.7K<0.1%History