SCGE MANAGEMENT, L.P.
13F Reported Value
ⓘ$3.3B
Holdings
21
Latest Filing
2026-03-31
Filing Quarter
Q1 2026
Portfolio Overview
SCGE MANAGEMENT, L.P. disclosed 21 positions worth $3.3B in its Form 13F-HR for Q1 2026, led by $NVDA (NVIDIA CORP) at 16.0% of the equity portfolio, followed by $GOOG and $MSFT. During the quarter the fund opened 2 new positions and exited 1 — including a new stake in $NTSK and a full exit from $CVNA. The portfolio is most concentrated in Technology (64.8% of disclosed assets). All figures are sourced directly from SCGE MANAGEMENT, L.P.’s Form 13F-HR filing with the SEC under CIK 1537530.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q1 2026
Click any card to unlockTop Holdings
- 90.2#1
Quality
$529.1M3,033,700 sh - 80.2#45
Quality
$461.0M1,603,000 sh - 83.7#15
Quality
$282.4M762,900 sh - 74.6
Quality
$245.5M1,178,600 sh - 86.4
Quality
$245.3M792,700 sh - 70.6
Quality
$239.3M1,594,000 sh - —
Quality
$181.2M137,200 sh - —
Quality
$147.0M1,775,000 sh - 80.9
Quality
$146.9M256,800 sh - 50.1
Quality
$138.1M371,600 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 NVIDIA CORP$NVDA | 90.2#1 | $529.1M | 3,033,700 |
 Alphabet Inc.$GOOG | 80.2#45 | $461.0M | 1,603,000 |
 MICROSOFT CORP$MSFT | 83.7#15 | $282.4M | 762,900 |
 AMAZON COM INC$AMZN | 74.6 | $245.5M | 1,178,600 |
 Broadcom Inc.$AVGO | 86.4 | $245.3M | 792,700 |
 DoorDash, Inc.$DASH | 70.6 | $239.3M | 1,594,000 |
 ASML HOLDING NV$ASML | — | $181.2M | 137,200 |
 Sea Ltd$SE | — | $147.0M | 1,775,000 |
 Meta Platforms, Inc.$META | 80.9 | $146.9M | 256,800 |
 Tesla, Inc.$TSLA | 50.1 | $138.1M | 371,600 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of SCGE MANAGEMENT, L.P.'s 21 positions.
Showing top 10 of 21 holdings.
Sector Allocation
Technology
$2.1B
Industrials
$768.5M
Consumer Discretionary
$245.5M
Financials
$147.3M
Full Holdings — SCGE MANAGEMENT, L.P. (Q1 2026)
All 21 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $NVDA | NVIDIA CORP | $529.1M | 16.0% | -9% | 90.2 |
| 2 | $GOOG | Alphabet Inc. | $461.0M | 14.0% | +0% | 80.2 |
| 3 | $MSFT | MICROSOFT CORP | $282.4M | 8.6% | -10% | 83.7 |
| 4 | $AMZN | AMAZON COM INC | $245.5M | 7.4% | -9% | 74.6 |
| 5 | $AVGO | Broadcom Inc. | $245.3M | 7.4% | +9% | 86.4 |
| 6 | $DASH | DoorDash, Inc. | $239.3M | 7.3% | +0% | 70.6 |
| 7 | $ASML | ASML HOLDING NV | $181.2M | 5.5% | -40% | — |
| 8 | $SE | Sea Ltd | $147.0M | 4.5% | +0% | — |
| 9 | $META | Meta Platforms, Inc. | $146.9M | 4.5% | -26% | 80.9 |
| 10 | $TSLA | Tesla, Inc. | $138.1M | 4.2% | -9% | 50.1 |
| 11 |  $NOW | ServiceNow, Inc. | $118.7M | 3.6% | +0% | 76 |
| 12 |  $NTSK | Netskope Inc | $93.0M | 2.8% | NEW | — |
| 13 |  $SNOW | Snowflake Inc. | $80.7M | 2.5% | -33% | 49.6 |
| 14 |  $CHYM | Chime Financial, Inc. | $78.3M | 2.4% | -5% | 44.8 |
| 15 |  $TTAN | ServiceTitan, Inc. | $78.0M | 2.4% | +0% | 42.7 |
| 16 |  $KLAR | Klarna Group plc | $68.9M | 2.1% | +0% | — |
| 17 |  $CRDO | Credo Technology Group Holding Ltd | $62.3M | 1.9% | +17% | — |
| 18 |  $Z | ZILLOW GROUP, INC. | $52.3M | 1.6% | -37% | 57.3 |
| 19 |  $SNDK | Sandisk Corp | $40.0M | 1.2% | NEW | 88.8 |
| 20 |  $CART | Maplebear Inc. | $10.5M | 0.3% | +0% | 76.4 |
| 21 |  $FIG | Figma, Inc. | $1.3M | 0.0% | +0% | 45.2 |
Exited Positions (1)
$CVNA CARVANA CO.Browse Top Institutional Investors
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