SCGE MANAGEMENT, L.P. — 13F Holdings & Portfolio
CIK 1537530 · latest 13F-HR filed 2026-08-14
SCGE MANAGEMENT, L.P. manages $5.90B in 13F-reported U.S. long-equity assets across 21 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are SPCX (49.20%), NVDA (8.06%), GOOGL (6.75%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 6 new positions, exited 6, added to 5, and trimmed 9.
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
SUITE 101
MENLO PARK, CA 94025
$5.90B
Long-equity book
21
Distinct positions
2026-06-30
Filed 2026-08-14
+6 / −6 / ↑5 / ↓9
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- SANDISK CORP$132.4M +331.3%
- KLARNA GROUP PLC$37.7M +54.6%
- ASML HLDG NV$31.1M +17.1%
- SEA LTD$23.1M +15.7%
- SERVICETITAN INC$8.9M +11.4%
Top Trims
- DOORDASH INC-$156.7M -65.5%
- ALPHABET INC-$62.8M -13.6%
- BROADCOM INC-$61.6M -25.1%
- NVIDIA CORPORATION-$53.9M -10.2%
- MICROSOFT CORP-$46.2M -16.3%
New Positions
- SPACE EXPLORATION TECHN CORP$2.90B
- ADVANCED MICRO DEVICES INC$64.8M
- CIENA CORP$43.7M
- COUPANG INC$36.3M
- MONOLITHIC PWR SYS INC$25.3M
Exited Positions
- NETSKOPE INC$93.0M
- CHIME FINL INC$78.3M
- CREDO TECHNOLOGY GROUP HOLDI$62.3M
- ZILLOW GROUP INC$52.3M
- MAPLEBEAR INC$10.5M
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | SPACE EXPLORATION TECHN CORP | SPCX | 84615Q103 | $2.90B | 49.20% | 16,981,350 | SH |
| 2 | NVIDIA CORPORATION | NVDA | 67066G104 | $475.1M | 8.06% | 2,374,600 | SH |
| 3 | ALPHABET INC | GOOGL | 02079K305 | $398.2M | 6.75% | 1,114,200 | SH |
| 4 | AMAZON COM INC | AMZN | 023135106 | $257.3M | 4.36% | 1,079,500 | SH |
| 5 | MICROSOFT CORP | MSFT | 594918104 | $236.2M | 4.01% | 633,300 | SH |
| 6 | ASML HLDG NV | ASML | N07059210 | $212.3M | 3.60% | 106,700 | SH |
| 7 | BROADCOM INC | AVGO | 11135F101 | $183.7M | 3.12% | 486,400 | SH |
| 8 | SANDISK CORP | SNDK | 80004C200 | $172.3M | 2.92% | 75,800 | SH |
| 9 | SEA LTD | SE | 81141R100 | $170.1M | 2.88% | 1,775,000 | SH |
| 10 | TESLA INC | TSLA | 88160R101 | $129.9M | 2.20% | 308,800 | SH |
| 11 | META PLATFORMS INC | META | 30303M102 | $125.4M | 2.13% | 222,600 | SH |
| 12 | SERVICENOW INC | NOW | 81762P102 | $112.7M | 1.91% | 1,135,000 | SH |
| 13 | KLARNA GROUP PLC | KLAR | G5279N105 | $106.6M | 1.81% | 5,266,524 | SH |
| 14 | SERVICETITAN INC | TTAN | 81764X103 | $86.9M | 1.47% | 1,229,285 | SH |
| 15 | DOORDASH INC | DASH | 25809K105 | $82.6M | 1.40% | 447,626 | SH |
| 16 | ADVANCED MICRO DEVICES INC | AMD | 007903107 | $64.8M | 1.10% | 111,500 | SH |
| 17 | SNOWFLAKE INC | SNOW | 833445109 | $51.2M | 0.87% | 201,200 | SH |
| 18 | CIENA CORP | CIEN | 171779309 | $43.7M | 0.74% | 89,000 | SH |
| 19 | COUPANG INC | CPNG | 22266T109 | $36.3M | 0.62% | 2,088,200 | SH |
| 20 | MONOLITHIC PWR SYS INC | MPWR | 609839105 | $25.3M | 0.43% | 18,300 | SH |
| 21 | CLOUDFLARE INC | NET | 18915M107 | $24.7M | 0.42% | 100,800 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $5.90B | 21 | 0000905148-26-003747 |
| 2026-03-31 | 2026-05-15 | $3.30B | 21 | 0000905148-26-002396 |
| 2025-12-31 | 2026-02-13 | $4.39B | 20 | 0000905148-26-000712 |
| 2025-09-30 | 2026-02-13 | $5.12B | 24 | 0000905148-26-000710 |