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
QoQ vs Q4 2025
| # | Stock | Issuer | Price | Day % | 1Y Gr. | 5Y Gr. | Value | % of book | Δ shares (QoQ) | Status |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $205.10 | -6.20% | 44.92% | 955.49% | $529.1M | 16.03% | −291,300 | −8.8% |
| 2 | GOOGL | ALPHABET INC | $368.53 | -0.98% | 112.92% | 175.80% | $461.0M | 13.97% | — | HELD |
| 3 | MSFT | MICROSOFT CORP | $416.67 | -2.66% | -10.71% | 52.39% | $282.4M | 8.56% | −89,100 | −10.5% |
| 4 | AMZN | AMAZON COM INC | $246.03 | -3.06% | 15.20% | 47.87% | $245.5M | 7.44% | −112,400 | −8.7% |
| 5 | AVGO | BROADCOM INC | $385.73 | -7.92% | 57.48% | 771.51% | $245.3M | 7.44% | +66,700 | +9.2% |
| 6 | DASH | DOORDASH INC | $156.80 | -2.04% | -28.22% | -10.03% | $239.3M | 7.25% | — | HELD |
| 7 | ASML | ASML HLDG NV | $1641.74 | -6.59% | 119.73% | 124.14% | $181.2M | 5.49% | −90,800 | −39.8% |
| 8 | SE | SEA LTD | $86.56 | -6.00% | -47.73% | -68.66% | $147.0M | 4.45% | — | HELD |
| 9 | META | META PLATFORMS INC | $593.00 | -5.51% | -14.74% | 67.74% | $146.9M | 4.45% | −89,200 | −25.8% |
| 10 | TSLA | TESLA INC | $391.00 | -6.56% | 32.48% | 70.69% | $138.1M | 4.19% | −35,400 | −8.7% |
| 11 | NOW | SERVICENOW INC | $112.45 | -5.79% | -45.42% | -4.36% | $118.7M | 3.60% | — | HELD |
| 12 | NTSK | NETSKOPE INC | $9.64 | -3.94% | -60.99% | -59.24% | $93.0M | 2.82% | +10,950,921 | NEW |
| 13 | SNOW | SNOWFLAKE INC | $238.26 | -2.42% | 13.01% | -10.33% | $80.7M | 2.45% | −262,000 | −32.9% |
| 14 | CHYM | CHIME FINL INC | $17.48 | -3.74% | -49.76% | -49.20% | $78.3M | 2.37% | −239,014 | −5.4% |
| 15 | TTAN | SERVICETITAN INC | $77.40 | 4.13% | -27.39% | -24.69% | $78.0M | 2.36% | — | HELD |
| 16 | KLAR | KLARNA GROUP PLC | $16.36 | -6.35% | -61.88% | -56.45% | $68.9M | 2.09% | — | HELD |
| 17 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $206.89 | -4.88% | 183.57% | 1124.20% | $62.3M | 1.89% | +94,100 | +16.5% |
| 18 | Z | ZILLOW GROUP INC | $35.06 | -2.39% | -50.12% | -67.01% | $52.3M | 1.59% | −733,100 | −36.7% |
| 19 | SNDK | SANDISK CORP | $1559.32 | -11.39% | 3882.94% | 3175.19% | $40.0M | 1.21% | +62,900 | NEW |
| 20 | CART | MAPLEBEAR INC | $41.26 | -0.53% | -9.66% | 67.52% | $10.5M | 0.32% | — | HELD |
| 21 | FIG | FIGMA INC | $21.75 | -3.38% | -82.17% | -69.05% | $1.3M | 0.04% | — | HELD |
| 22 | CVNA | CARVANA CO | $66.51 | 0.48% | -2.61% | -1.48% | — | — | −208,000 | EXITED |
Source: SEC EDGAR · accession 0000905148-26-002396. 13F discloses long positions only — shorts, foreign equities, and options are excluded.