SCGE MANAGEMENT, L.P. — 13F Holdings & Portfolio
CIK 1537530 · latest 13F-HR filed 2026-05-15
SCGE MANAGEMENT, L.P. manages $3.30B in 13F-reported U.S. long-equity assets across 21 reported positions as of its 2026-03-31 13F-HR filing. Its largest disclosed positions are NVDA (16.03%), GOOGL (13.97%), MSFT (8.56%). Quarter over quarter (versus its 2025-12-31 filing) the fund opened 2 new positions, exited 1, added to 0, and trimmed 18.
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.
$3.30B
Long-equity book
21
Distinct positions
2026-03-31
Filed 2026-05-15
+2 / −1 / ↑0 / ↓18
vs 2025-12-31
| Name | Title / Status | Ownership | Type |
|---|
Top Trims
- MICROSOFT CORP-$129.6M -31.5%
- DOORDASH INC-$121.7M -33.7%
- SNOWFLAKE INC-$94.1M -53.8%
- NVIDIA CORPORATION-$91.0M -14.7%
- ZILLOW GROUP INC-$84.0M -61.6%
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 | NVIDIA CORPORATION | NVDA | 67066G104 | $529.1M | 16.03% | 3,033,700 | SH |
| 2 | ALPHABET INC | GOOGL | 02079K305 | $461.0M | 13.97% | 1,603,000 | SH |
| 3 | MICROSOFT CORP | MSFT | 594918104 | $282.4M | 8.56% | 762,900 | SH |
| 4 | AMAZON COM INC | AMZN | 023135106 | $245.5M | 7.44% | 1,178,600 | SH |
| 5 | BROADCOM INC | AVGO | 11135F101 | $245.3M | 7.44% | 792,700 | SH |
| 6 | DOORDASH INC | DASH | 25809K105 | $239.3M | 7.25% | 1,594,000 | SH |
| 7 | ASML HLDG NV | ASML | N07059210 | $181.2M | 5.49% | 137,200 | SH |
| 8 | SEA LTD | SE | 81141R100 | $147.0M | 4.45% | 1,775,000 | SH |
| 9 | META PLATFORMS INC | META | 30303M102 | $146.9M | 4.45% | 256,800 | SH |
| 10 | TESLA INC | TSLA | 88160R101 | $138.1M | 4.19% | 371,600 | SH |
| 11 | SERVICENOW INC | NOW | 81762P102 | $118.7M | 3.60% | 1,135,000 | SH |
| 12 | NETSKOPE INC | NTSK | 64119N608 | $93.0M | 2.82% | 10,950,921 | SH |
| 13 | SNOWFLAKE INC | SNOW | 833445109 | $80.7M | 2.45% | 535,000 | SH |
| 14 | CHIME FINL INC | CHYM | 16935C109 | $78.3M | 2.37% | 4,181,827 | SH |
| 15 | SERVICETITAN INC | TTAN | 81764X103 | $78.0M | 2.36% | 1,229,285 | SH |
| 16 | KLARNA GROUP PLC | KLAR | G5279N105 | $68.9M | 2.09% | 5,266,524 | SH |
| 17 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | G25457105 | $62.3M | 1.89% | 664,100 | SH |
| 18 | ZILLOW GROUP INC | Z | 98954M200 | $52.3M | 1.59% | 1,264,900 | SH |
| 19 | SANDISK CORP | SNDK | 80004C200 | $40.0M | 1.21% | 62,900 | SH |
| 20 | MAPLEBEAR INC | CART | 565394103 | $10.5M | 0.32% | 280,037 | SH |
| 21 | FIGMA INC | FIG | 316841105 | $1.3M | 0.04% | 60,000 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 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 |