Investor
SCGE MANAGEMENT, L.P.
CIK 0001537530 · filed 2026-05-15 · SEC filing
13F book
$3.3B
Positions
21
2 new · 1 sold
Largest name
16.0%
Nvidia Corp · NVDA
Est. mark
−$756M
Price effect on 19 names still held. Flow −$334.2M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Nvidia Corp | NVDA | 3.03M | $529.1M | 16.0% | −$36.7M | Cut−$91M |
| Alphabet Inc | — | 1.6M | $461M | 14.0% | −$40.8M | Held |
| Microsoft Corp | MSFT | 762.9K | $282.4M | 8.6% | −$86.6M | Cut−$129.6M |
| Amazon Com Inc | AMZN | 1.18M | $245.5M | 7.4% | −$26.6M | Cut−$52.5M |
| Broadcom Inc. | AVGO | 792.7K | $245.3M | 7.4% | −$26.6M | Added−$5.92M |
| DoorDash, Inc. | DASH | 1.59M | $239.3M | 7.3% | −$121.7M | Held |
| Asml Holding N V | — | 137.2K | $181.2M | 5.5% | $34.4M | Cut−$62.7M |
| Sea Ltd | SE | 1.77M | $147M | 4.5% | −$79.4M | Held |
| Meta Platforms, Inc. | META | 256.8K | $146.9M | 4.5% | −$22.6M | Cut−$81.5M |
| Tesla, Inc. | TSLA | 371.6K | $138.1M | 4.2% | −$29M | Cut−$44.9M |
| ServiceNow, Inc. | NOW | 1.14M | $118.7M | 3.6% | −$55.2M | Held |
| Netskope Inc | NTSK | 11M | $93M | 2.8% | — | New |
| Snowflake Inc. | SNOW | 535K | $80.7M | 2.4% | −$36.7M | Cut−$94.1M |
| Chime Finl Inc | — | 4.18M | $78.3M | 2.4% | −$26.9M | Cut−$32.9M |
| ServiceTitan, Inc. | TTAN | 1.23M | $78M | 2.4% | −$52.9M | Held |
| Klarna Group Plc | KLAR | 5.27M | $68.9M | 2.1% | −$83.3M | Held |
| Credo Technology Group Holdi | — | 664.1K | $62.3M | 1.9% | −$28.5M | Added−$19.7M |
| Zillow Group Inc | — | 1.26M | $52.3M | 1.6% | −$33.9M | Cut−$84M |
| Sandisk Corp | SNDK | 62.9K | $40M | 1.2% | — | New |
| Maplebear Inc. | CART | 280K | $10.5M | 0.3% | −$2.11M | Held |
| Figma, Inc. | FIG | 60K | $1.27M | 0.0% | −$973.8K | Held |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.