StepStone Group LP

Fundamental concentrated ★Signal CIK 1502287
League rank
#233
in Fundamental concentrated · #408 overall
Long book
$207.5M
Q1 2026
Positions
18
Top-10 weight
96%
concentration
Last quarter
+22.8%
SPY +14.8%
Turnover
42%
of book per quarter

Strategy in plain words

auto-generated from filings

StepStone Group LP is a concentrated fundamental stock-picker, running a $207.5M US long book across 18 positions.

The portfolio is extremely concentrated — the top 10 positions are almost the whole book. The portfolio is actively managed, with meaningful quarterly turnover. Current anchor positions: KARMAN HOLDINGS INC, STUBHUB HOLDINGS INC-CLASS A, XANADU QUANTUM TECHNOLO-CL B, ONKURE THERAPEUTICS INC-A, UIPATH INC - CLASS A.

Over the last 9 quarters its long book ran on average 8.9pp per quarter behind the S&P 500, beating the index in 4 of 9 quarters. We rate its filings as signal-bearing: position changes reflect genuine views.

Implied long-book return vs S&P 500

methodology: positions priced quarterly, no shorts/options
Fund long book S&P 500
Q1 2024
-21.4%
Q2 2024
+14.5%
Q3 2024
+3.9%
Q4 2024
-27.8%
Q1 2025
+13.8%
Q2 2025
+0.3%
Q3 2025
-6.8%
Q4 2025
-39.1%
Q1 2026
+22.8%

Sector allocation

Industrials
34%
Technology
26%
Services media
24%
Healthcare
14%
Financials
1%
Consumer discretionary
0%

Long book by quarter

$471.6M
Q1 2024
$493.1M
Q2 2024
$274.1M
Q3 2024
$114.4M
Q4 2024
$97.4M
Q1 2025
$50.4M
Q2 2025
$212.7M
Q3 2025
$186.9M
Q4 2025
$207.5M
Q1 2026

What does StepStone Group own?

Q1 2026 13F
CompanySectorSharesValue% of bookChange
KRMN KARMAN HOLDINGS INCIndustrials877.3K$70.2M33.8%Held
STUB STUBHUB HOLDINGS INC-CLASS AServices media7.6M$47.2M22.7%Held
XNDU XANADU QUANTUM TECHNOLO-CL BTechnology3.4M$26.2M12.6%New
OKUR ONKURE THERAPEUTICS INC-AHealthcare2.7M$11.0M5.3%+440.8%
PATH UIPATH INC - CLASS ATechnology903.0K$10.0M4.8%Held
KDK KODIAK AI INCTechnology1.4M$9.8M4.7%0.0%
TRDA ENTRADA THERAPEUTICS INCHealthcare761.3K$9.6M4.6%Held
NAVN NAVAN INC-CL ATechnology483.9K$6.4M3.1%+13.3%
PHAT PHATHOM PHARMACEUTICALS INCHealthcare422.1K$4.7M2.3%Held
EIKN EIKON THERAPEUTICS INCHealthcare395.3K$4.2M2.0%New
DKNG DRAFTKINGS INC-CL AServices media160.9K$3.5M1.7%Held
CHYM CHIME FINANCIAL INC-CL AFinancials150.0K$2.8M1.4%Held
MDB MONGODB INCTechnology2.0K$497K0.2%New
GROV GROVE COLLABORATIVE HOLDINGSConsumer discretionary380.7K$487K0.2%Held
TNYA TENAYA THERAPEUTICS INCHealthcare462.2K$319K0.2%Held
VIA VIA TRANSPORTATION INC-CL ATechnology16.0K$240K0.1%Held
NOW SERVICENOW INCTechnology638$67K0.0%-95.9%

13F filing history

PeriodFormFiledEntriesReported valueFlagsSource
Q1 202613F-HRMay 15, 202618$207.2M canonicalSEC ↗
Q4 202513F-HRFeb 17, 202623$186.9M canonicalSEC ↗
Q3 202513F-HRNov 14, 202516$212.7M canonicalSEC ↗
Q2 202513F-HRAug 13, 202514$73.9M canonicalSEC ↗
Q1 202513F-HRMay 14, 202516$97.4M canonicalSEC ↗
Q4 202413F-HRFeb 13, 202514$114.4M canonicalSEC ↗
Q3 202413F-HRNov 12, 202414$274.1M canonicalSEC ↗
Q2 202413F-HRAug 14, 202416$493.1M canonicalSEC ↗
Q1 202413F-HRMay 13, 202421$471.6M canonicalSEC ↗