Q1 2026 · 13F-HR
SCGE MANAGEMENT, L.P.holdings as filed
Filed 2026-05-15 · accession 0000905148-26-002396
$3.30B
Reported value
21
Positions
2026-03-31
Period end
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%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67066G104 | NVDA | NVIDIA CORPORATION | $529.1M | 16.0% | 3,033,700 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $461.0M | 14.0% | 1,603,000 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $282.4M | 8.56% | 762,900 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $245.5M | 7.44% | 1,178,600 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $245.3M | 7.44% | 792,700 | Common | SOLE |
| 25809K105 | DASH | DOORDASH INC | $239.3M | 7.25% | 1,594,000 | Common | SOLE |
| N07059210 | ASML | ASML HLDG NV | $181.2M | 5.49% | 137,200 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $147.0M | 4.45% | 1,775,000 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $146.9M | 4.45% | 256,800 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $138.1M | 4.19% | 371,600 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $118.7M | 3.60% | 1,135,000 | Common | SOLE |
| 64119N608 | NTSK | NETSKOPE INC | $93.0M | 2.82% | 10,950,921 | Common | SOLE |
| 833445109 | SNOW | SNOWFLAKE INC | $80.7M | 2.45% | 535,000 | Common | SOLE |
| 16935C109 | CHYM | CHIME FINL INC | $78.3M | 2.37% | 4,181,827 | Common | SOLE |
| 81764X103 | TTAN | SERVICETITAN INC | $78.0M | 2.36% | 1,229,285 | Common | SOLE |
| G5279N105 | KLAR | KLARNA GROUP PLC | $68.9M | 2.09% | 5,266,524 | Common | SOLE |
| G25457105 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $62.3M | 1.89% | 664,100 | Common | SOLE |
| 98954M200 | Z | ZILLOW GROUP INC | $52.3M | 1.59% | 1,264,900 | Common | SOLE |
| 80004C200 | SNDK | SANDISK CORP | $40.0M | 1.21% | 62,900 | Common | SOLE |
| 565394103 | CART | MAPLEBEAR INC | $10.5M | 0.32% | 280,037 | Common | SOLE |
| 316841105 | FIG | FIGMA INC | $1.3M | 0.04% | 60,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.