Arkolith/Funds/StepStone Group LP

StepStone Group LP

CIK 1502287
Holdings as of Mar 31, 2026·disclosed May 15, 2026·~45-day 13F lag·13F-HR
Active Filer

StepStone Group LP holds a concentrated book of 18 stocks worth $207.5M as of Q1 2026 (disclosed May 15, 2026, a ~45-day 13F lag). This quarter they opened Xanadu Quantum Technolo-CL B and trimmed Kodiak AI Inc.. Their largest long position is Karman Holdings Inc at 34% of the equity book.

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Use Arkolith to show StepStone Group LP's latest
holdings, largest changes, and filing provenance.
Opened
3
new positions
Added to
2
existing
Trimmed
2
reduced
Sold out
8
exited

Concentration

Top-heavy: concentrated book

Top 5 holdings
79%
Top 10 holdings
96%
Top 20 holdings
100%

Share of the disclosed book in its largest positions. A higher top-5 share means a more concentrated, higher-conviction portfolio.

Direct sector allocation

95% mapped to company sectors

Industrials
34%
Consumer Discretionary
25%
Information Technology
21%
Health Care
14%
ETF / fund or unclassified
5%
Financials
1%

Direct operating-company sectors from our SIC-based security master. ETF/fund and unclassified holdings stay visible separately; this is not ETF look-through exposure.

Biggest moves: latest quarter

Estimated $ traded · quarter-end prices, no cost basis

Bought
Trimmed / exited

Holdings: largest first

Bars show each stock's share of the portfolio. Click a row for its position history.

18 positions
#SecurityValueShares% PortLast moveHistory
1Karman Hldgs Inc
COMMON STOCK
$70.2M877.3K
33.8%
Held
2Stubhub Hldgs Inc
CL A
$47.2M7.56M
22.7%
Held
3Xanadu Quantum Technolo Ltd
SUB VTG B
$26.2M3.42M
12.6%
New
New position
4Onkure Therapeutics Inc
COM CL A
$11.0M2.66M
5.3%
+441%
Added · +2.2M sh
5Uipath, Inc.
CL A
$10.0M903.0K
4.8%
Held
6Kodiak AI Inc.
COM
$9.8M1.41M
4.7%
~0%
Reduced · −226 sh
7Entrada Therapeutics Inc.
COM
$9.6M761.3K
4.6%
Held
8Navan Inc
CL A
$6.4M483.9K
3.1%
+13%
Added · +57K sh
9Phathom Pharmaceuticals Inc.
COM
$4.7M422.1K
2.3%
Held
10Eikon Therapeutics Inc
COM
$4.2M395.3K
2.0%
New
New position
11Draftkings Inc New
COM CL A
$3.5M160.9K
1.7%
Held
12Chime Finl Inc
COM SHS CL A
$2.8M150.0K
1.4%
Held
13Mongodb Inc.
CL A
$497K2.0K
0.2%
New
New position
14Grove Collaborative Hold Inc
COM CL A
$487K380.7K
0.2%
Held
15Tenaya Therapeutics Inc
COM
$319K462.2K
0.2%
Held
16Gen Digital Inc
RIGHT 99/99/9999
$249K622.9K
0.1%
Held
17Via Transn Inc
COM CL A
$240K16.0K
0.1%
Held
18Servicenow Inc
COM
$67K638
0.0%
−96%
Reduced · −15K sh
Showing all 18 positions

Filing history

As-of date vs the date the SEC received each filing

QuarterAs ofFiledPositionsValueForm
Q1 2026Mar 31, 2026May 15, 202618$207.5M13F-HR
Q4 2025Dec 31, 2025Feb 17, 202623$186.9M13F-HR
Q3 2025Sep 30, 2025Nov 14, 202516$212.7M13F-HR
Q2 2025Jun 30, 2025Aug 13, 202514$50.4M13F-HR

Data source

Holdings from SEC EDGAR 13F-HR filings, updated quarterly ~45 days after quarter-end. Public domain. The book and weighting are long equity only; disclosed put/call options are listed separately and excluded from those totals. Price-derived performance is withheld until the price-source policy and freshness gate are green.