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 and exited 6; 5 existing positions rose in reported value and 9 fell.
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.
Long-equity book
Distinct positions
Filed 2026-08-14
vs 2026-03-31
Portfolio charts
Latest quarter's book, what changed, and how the portfolio has evolved across filings.
Portfolio map
Q2 26Box size = position value; colour = change in share count vs the prior quarter (green added, red trimmed, blue new). Rows split across managers or share classes are combined. Click a box for the stock.
Sector mix
% of 13F valueSectors from each company's SIC code; funds and ETFs grouped separately.
Biggest buys and sells
Q1 26 → Q2 26Estimated from the change in shares held × the quarter-end price, so price moves alone don't count as buying. New and exited positions are included.
13F assets and positions
4 quartersTotal reported 13F value (bars) and number of positions (line) each quarter. Value changes include market moves.
Top positions over time
reported valueThe eight largest current positions, valued at each quarter end.
Concentration
top 10 = 87.1%Cumulative share of the portfolio held in the largest N positions.
As of the firm’s regulatory filing dated Jul 29, 2026.
SUITE 101
MENLO PARK, CA 94025-7079
| Name | Title / Status | Ownership | Type |
|---|---|---|---|
| KAM, BRYCE, ALEXANDER Control | PORTFOLIO MANAGER since Feb 2025 | Less than 5% | Individual |
| MENG, ROCK, JOHN Control | GENERAL PARTNER since Feb 2025 | Less than 5% | Individual |
| SCGE GENPAR, LTD. Control | GENERAL PARTNER since Dec 2008 | Less than 5% | Foreign Entity |
| SCGEM 2800 LLC Control | LIMITED PARTNER since Jun 2026 | 75% or more | Domestic Entity |
| SEQUOIA CAPITAL OPERATIONS, LLC Control | LIMITED PARTNER since Mar 2025 | 25–50% | Domestic Entity |
| VENKAT, ANEESH, KESHAV Control | GENERAL PARTNER since Feb 2025 | Less than 5% | Individual |
| WU, VINCENT, LO Control | CHIEF INVESTMENT OFFICER since Feb 2025 | Less than 5% | Individual |
| CIRESI, JENNIFER, KATE | GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER since Feb 2026 | Less than 5% | Individual |
| WU, PING, CHENG | CHIEF FINANCIAL OFFICER since Jan 2019 | Less than 5% | Individual |
| SEQUOIA CAPITAL OPERATIONS, LLC Control Indirect owner via SCGE GENPAR, LTD. | SHAREHOLDER since Mar 2025 | 75% or more | Domestic Entity |
| SEQUOIA CAPITAL OPERATIONS, LLC Control Indirect owner via SCGEM 2800 LLC | MANAGER since Jun 2026 | General partner, trustee or manager | Domestic Entity |
Ownership & leadership changes · 19 filings with changes since Feb 13, 2012
From the firm’s regulatory filings, newest first. Dates are filing dates: a filing that no longer lists someone does not say when they left.
- No longer listedDIGRANDE, MICHAEL, FRANCIS · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Jan 2024
- ChangedCIRESI, JENNIFER, KATE · title GENERAL COUNSEL → GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER
- AddedSCGEM 2800 LLC · LIMITED PARTNER · 75% or more · control person
- AddedSEQUOIA CAPITAL OPERATIONS, LLC · MANAGER · General partner, trustee or manager · indirect via SCGEM 2800 LLC · control person
- ChangedSEQUOIA CAPITAL OPERATIONS, LLC · ownership 75% or more → 25–50%
- No longer listedSUMME, KIMBERLY, ANNE · CHIEF OPERATING OFFICER, GENERAL COUNSEL · Less than 5% · listed since Jan 2017
- AddedCIRESI, JENNIFER, KATE · GENERAL COUNSEL · Less than 5%
- No longer listedWANG, JEFFREY · PARTNER · 75% or more · control person · listed since Feb 2025
- No longer listedWANG, JEFFREY · DIRECTOR · 75% or more · indirect via SCGE GENPAR, LTD. · control person · listed since Apr 2016
- AddedSEQUOIA CAPITAL OPERATIONS, LLC · LIMITED PARTNER · 75% or more · control person
- AddedSEQUOIA CAPITAL OPERATIONS, LLC · SHAREHOLDER · 75% or more · indirect via SCGE GENPAR, LTD. · control person
- AddedMENG, ROCK, JOHN · GENERAL PARTNER · Less than 5% · control person
- AddedVENKAT, ANEESH, KESHAV · GENERAL PARTNER · Less than 5% · control person
- AddedWU, VINCENT, LO · CHIEF INVESTMENT OFFICER · Less than 5% · control person
- ChangedKAM, BRYCE, ALEXANDER · title PARTNER → PORTFOLIO MANAGER; ownership 5–10% → Less than 5%; now a control person
- ChangedWANG, JEFFREY · title MANAGING PARTNER → PARTNER
- No longer listedOSF-A GLOBAL APPORTIONMENT, L.P. · LIMITED PARTNER · 25–50% · control person · listed since Jan 2012
- No longer listedOSM GLOBAL APPORTIONMENT, LTD. · GENERAL PARTNER · General partner, trustee or manager · indirect via OSF-A GLOBAL APPORTIONMENT, L.P. · control person · listed since Feb 2010
- AddedWANG, JEFFREY · DIRECTOR · 75% or more · indirect via SCGE GENPAR, LTD. · control person
- ChangedWANG, JEFFREY · ownership 50–75% → 75% or more
- AddedDIGRANDE, MICHAEL, FRANCIS · CHIEF COMPLIANCE OFFICER · Less than 5%
- ChangedSUMME, KIMBERLY, ANNE · title CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, GENERAL COUNSEL → CHIEF OPERATING OFFICER, GENERAL COUNSEL
- ChangedWANG, JEFFREY · ownership 25–50% → 50–75%
- No longer listedFU, PATRICK WAI-MING · MANAGING PARTNER · 25–50% · control person · listed since Jun 2017
- AddedKAM, BRYCE, ALEXANDER · PARTNER · 5–10%
- AddedWU, PING, CHENG · CHIEF FINANCIAL OFFICER · Less than 5%
- ChangedFU, PATRICK WAI-MING · ownership 10–25% → 25–50%
- ChangedSUMME, KIMBERLY, ANNE · ownership 5–10% → Less than 5%
- ChangedWANG, JEFFREY · ownership 10–25% → 25–50%
Older changes (10 more filings)
- No longer listedLEONE, DOUGLAS, MAURO · DIRECTOR · Less than 5% · control person · listed since Oct 2017
- ChangedOSF-A GLOBAL APPORTIONMENT, L.P. · ownership 50–75% → 25–50%
- ChangedSUMME, KIMBERLY, ANNE · no longer a control person
- AddedLEONE, DOUGLAS, MAURO · DIRECTOR · Less than 5% · control person
- No longer listedSON, JUNG, YEON · CHIEF COMPLIANCE OFFICER · Less than 5% · control person · listed since Oct 2016
- ChangedSUMME, KIMBERLY, ANNE · title CHIEF OPERATING OFFICER → CHIEF COMPLIANCE OFFICER, CHIEF OPERATING OFFICER, GENERAL COUNSEL; ownership Less than 5% → 5–10%
- AddedFU, PATRICK WAI-MING · MANAGING PARTNER · 10–25% · control person
- ChangedWANG, JEFFREY · title CHIEF INVESTMENT OFFICER → MANAGING PARTNER
- No longer listedHO, RALPH · CHIEF OPERATING OFFICER · 5–10% · control person · listed since Nov 2008
- AddedSUMME, KIMBERLY, ANNE · CHIEF OPERATING OFFICER · Less than 5% · control person
- ChangedOSF-A GLOBAL APPORTIONMENT, L.P. · ownership 75% or more → 50–75%
- ChangedSON, JUNG, YEON · now a control person
- ChangedWANG, JEFFREY · ownership Less than 5% → 10–25%
- No longer listedDUNN, MELINDA, ANN · CHIEF COMPLIANCE OFFICER · Less than 5% · listed since Nov 2008
- AddedSON, JUNG, YEON · CHIEF COMPLIANCE OFFICER · Less than 5%
- No longer listedLYLE, CHRISTOPHER, BROWN · PORTFOLIO MANAGER · 25–50% · control person · listed since Nov 2008
- AddedWANG, JEFFREY · CHIEF INVESTMENT OFFICER · Less than 5% · control person
- ChangedOSF-A GLOBAL APPORTIONMENT, L.P. · ownership 50–75% → 75% or more
- ChangedOSF-A GLOBAL APPORTIONMENT, L.P. · ownership 25–50% → 50–75%
- ChangedOSF-A GLOBAL APPORTIONMENT, L.P. · ownership 50–75% → 25–50%
- ListedDUNN, MELINDA, ANN · CHIEF COMPLIANCE OFFICER · Less than 5%
- ListedHO, RALPH · CHIEF OPERATING OFFICER · 5–10% · control person
- ListedLYLE, CHRISTOPHER, BROWN · PORTFOLIO MANAGER · 25–50% · control person
- ListedOSF-A GLOBAL APPORTIONMENT, L.P. · LIMITED PARTNER · 50–75% · control person
- ListedOSM GLOBAL APPORTIONMENT, LTD. · GENERAL PARTNER · General partner, trustee or manager · indirect via OSF-A GLOBAL APPORTIONMENT, L.P. · control person
- ListedSCGE GENPAR, LTD. · GENERAL PARTNER · Less than 5% · control person
Quarter-over-quarter changes
Changes in reported position value vs the prior 13F, so price moves count too, not just shares bought or sold.
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
SCGE MANAGEMENT, L.P. Holdings (2026-06-30)
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 |
SUITE 101
MENLO PARK, CA 94025