Institutional
SCGE MANAGEMENT, L.P.
CIK 0001537530
$3.30B
Reported AUM
21
Positions
Q1 2026
Period
2026-05-15
Filed
The Brief · SCGE MANAGEMENT, L.P. · Q1 2026
AI · grounded in 13F
SCGE MANAGEMENT, L.P. closed its entire position in CVNA, reducing exposure by $87.78M. The fund established new positions in NTSK for $92.97M and SNDK for $39.96M. Additionally, the manager trimmed share counts in Z by 36.69% and SNOW by 32.87%.
Portfolio · Q1 2026
Top holdings
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $195.04 | 2.65% | 9.52% | 751.61% | $529.1M | 16.03% | — | HELD |
| 2 | GOOGL | ALPHABET INC | $333.66 | -0.91% | 76.18% | 131.67% | $461.0M | 13.97% | — | HELD |
| 3 | MSFT | MICROSOFT CORP | $451.10 | 15.51% | -13.24% | 55.41% | $282.4M | 8.56% | — | HELD |
| 4 | AMZN | AMAZON COM INC | $235.50 | 3.90% | 9.66% | 35.70% | $245.5M | 7.44% | — | HELD |
| 5 | AVGO | BROADCOM INC | $387.84 | 4.73% | 34.78% | 753.17% | $245.3M | 7.44% | — | HELD |
| 6 | DASH | DOORDASH INC | $197.53 | 2.07% | -20.46% | 3.20% | $239.3M | 7.25% | — | HELD |
| 7 | ASML | ASML HLDG NV | $1651.44 | 6.50% | 126.28% | 95.11% | $181.2M | 5.49% | — | HELD |
| 8 | SE | SEA LTD | $106.24 | -1.97% | -31.11% | -68.60% | $147.0M | 4.45% | — | HELD |
| 9 | META | META PLATFORMS INC | $539.03 | -7.95% | -21.66% | 55.72% | $146.9M | 4.45% | — | HELD |
| 10 | TSLA | TESLA INC | $308.85 | 3.53% | -1.42% | 21.64% | $138.1M | 4.19% | — | HELD |
| 11 | NOW | SERVICENOW INC | $110.07 | -4.92% | -39.81% | -14.49% | $118.7M | 3.60% | — | HELD |
| 12 | NTSK | NETSKOPE INC | $12.10 | 1.17% | -51.94% | -49.79% | $93.0M | 2.82% | — | HELD |
| 13 | SNOW | SNOWFLAKE INC | $298.10 | 5.37% | 37.99% | -7.05% | $80.7M | 2.45% | — | HELD |
| 14 | CHYM | CHIME FINL INC | $22.60 | 0.80% | -30.74% | -34.32% | $78.3M | 2.37% | — | HELD |
| 15 | TTAN | SERVICETITAN INC | $79.87 | -5.17% | -25.99% | -18.05% | $78.0M | 2.36% | — | HELD |
| 16 | KLAR | KLARNA GROUP PLC | $19.00 | 2.04% | -55.73% | -49.43% | $68.9M | 2.09% | — | HELD |
| 17 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $201.08 | 13.32% | 86.95% | 1089.82% | $62.3M | 1.89% | — | HELD |
| 18 | Z | ZILLOW GROUP INC | $33.71 | -0.85% | -57.97% | -64.80% | $52.3M | 1.59% | — | HELD |
| 19 | SNDK | SANDISK CORP | — | — | 2996.93% | 2588.43% | $40.0M | 1.21% | — | HELD |
| 20 | CART | MAPLEBEAR INC | $44.75 | -1.95% | -2.91% | 85.30% | $10.5M | 0.32% | — | HELD |
| 21 | FIG | FIGMA INC | $23.76 | -4.04% | -80.52% | -66.19% | $1.3M | 0.04% | — | HELD |
Source: SEC EDGAR · accession 0000905148-26-002396. 13F discloses long positions only — shorts, foreign equities, and options are excluded.