Latest SCGE MANAGEMENT, L.P. Stock Portfolio

$5.90Billion | No. of Holdings #21

SCGE MANAGEMENT, L.P. Performance

2026 Q2+9.65%

YTD-9.52%

2025+3.33%

About SCGE MANAGEMENT, L.P. and 13F Hedge Fund Stock Holdings

On 2026-08-14, the fund reported it's updated stock portfolio. In the 13F Holdings report, SCGE MANAGEMENT, L.P. reported an equity portfolio of $5.9 Billions as of 30 Jun, 2026. <br><br> The top stock holdings of SCGE MANAGEMENT, L.P. are , NVDA, GOOG. The fund has invested 49.2% of it's portfolio in SPACE EXPLORATION TECHN CORP and 8.1% of portfolio in NVIDIA CORPORATION. <br><br> The fund managers got completely rid off NETSKOPE INC, CREDO TECHNOLOGY GROUP HOLDI (CRDO) and ZILLOW GROUP INC (Z) stocks. They significantly reduced their stock positions in DOORDASH INC (DASH), SNOWFLAKE INC (SNOW) and BROADCOM INC (AVGO). SCGE MANAGEMENT, L.P. opened new stock positions in SPACE EXPLORATION TECHN CORP, ADVANCED MICRO DEVICES INC (AMD) and CIENA CORP (CIEN). The fund showed a lot of confidence in some stocks as they added substantially to SANDISK CORP.

SCGE MANAGEMENT, L.P. Equity Portfolio Value

Last Reported on: 14 Aug, 2026

$5.90Billion

as of Aug 14, 2026

SCGE MANAGEMENT, L.P. Annual Return Estimates Vs S&P 500

Our best estimate is that SCGE MANAGEMENT, L.P. made a return of 9.65% in the last quarter. In trailing 12 months, it's portfolio return was -10.4%.

Performance
S&P 500

New Buys

Ticker	$ Bought
space exploration techn corp	2,901,430,000
advanced micro devices inc	64,771,500
ciena corp	43,659,800
coupang inc	36,272,000
monolithic pwr sys inc	25,297,200
cloudflare inc	24,724,200

New stocks bought by SCGE MANAGEMENT, L.P.

Additions

Ticker	% Inc.
sandisk corp	20.51

Additions to existing portfolio by SCGE MANAGEMENT, L.P.

Reductions

Ticker	% Reduced
doordash inc	-71.92
snowflake inc	-62.39
broadcom inc	-38.64
alphabet inc	-30.49
asml hldg nv	-22.23
nvidia corporation	-21.73
microsoft corp	-16.99
tesla inc	-16.9

SCGE MANAGEMENT, L.P. reduced stake in above stock

Sold off

Ticker	$ Sold
netskope inc	-92,973,300
chime finl inc	-78,325,600
zillow group inc	-52,341,600
credo technology group holdi	-62,339,100
maplebear inc	-10,490,200
figma inc	-1,268,400

SCGE MANAGEMENT, L.P. got rid off the above stocks

Sector Distribution

SCGE MANAGEMENT, L.P. has about 61.9% of it's holdings in Others sector.

Others
Technology
Communication Services
Consumer Cyclical

Sector	%
Others	61.9
Technology	20.6
Communication Services	10.3
Consumer Cyclical	7.2

Market Cap. Distribution

SCGE MANAGEMENT, L.P. has about 38.1% of it's portfolio invested in the large-cap and mega-cap stocks.

UNALLOCATED
MEGA-CAP
LARGE-CAP

Category	%
UNALLOCATED	61.9
MEGA-CAP	31.7
LARGE-CAP	6.4

Stocks belong to which Index?

About 34.1% of the stocks held by SCGE MANAGEMENT, L.P. either belong to S&P 500 or RUSSELL 2000 index.

Others
S&P 500

Index	%
Others	65.9
S&P 500	34.1

Top 5 Winners (%)		%
	sandisk corp	193.5 %
	klarna group plc	54.6 %
SNOW	snowflake inc	47.3 %
ASML	asml hldg nv	45.0 %
GOOG	alphabet inc	20.6 %

Top 5 Winners ($)		$
	sandisk corp	113.6 M
GOOG	alphabet inc	94.8 M
ASML	asml hldg nv	81.5 M
NVDA	nvidia corporation	69.5 M
AVGO	broadcom inc	43.6 M

Top 5 Losers (%)		%
NOW	servicenow inc	-5.0 %
META	meta platforms inc	-1.4 %

Top 5 Losers ($)		$
NOW	servicenow inc	-6.0 M
META	meta platforms inc	-2.1 M

SCGE MANAGEMENT, L.P. Holdings Map

This heatmap illustrates the top 50 positions within the fund's portfolio.

Current Stock Holdings of SCGE MANAGEMENT, L.P.

SCGE MANAGEMENT, L.P. has 21 stocks in it's portfolio. About 87.1% of the portfolio is in top 10 stocks. NOW proved to be the most loss making stock for the portfolio. was the most profitable stock for SCGE MANAGEMENT, L.P. last quarter.

$5.90BTotal Value

27.00Positions

14 Aug, 2026Last Reported

Current holdings of Current Stock Holdings of SCGE MANAGEMENT, L.P., last reported on 14 Aug, 2026. Select a row with a linked ticker to view its historical trend.
Holdingsorted ascending	% Portfolio	Shares Held	$ Value	% Change
AMD Advanced Micro Devices Inc Advanced Micro Devices IncAMD SCGE MANAGEMENT, L.P.'s holding in Advanced Micro Devices Inc over time	1.1%	111,500	$64.77M 1.1%	new position

AMZN Amazon Com Inc Amazon Com IncAMZN SCGE MANAGEMENT, L.P.'s holding in Amazon Com Inc over time	4.36%	1,079,500	$257.29M 4.36%	decreased 8.41 percentreduced

ASML Asml Hldg Nv Asml Hldg Nv ASML SCGE MANAGEMENT, L.P.'s holding in Asml Hldg Nv over time	3.6%	106,700	$212.27M 3.6%	decreased 22.23 percentreduced

AVGO Broadcom Inc Broadcom IncAVGO SCGE MANAGEMENT, L.P.'s holding in Broadcom Inc over time	3.12%	486,400	$183.74M 3.12%	decreased 38.64 percentreduced

CIEN Ciena Corp Ciena CorpCIEN SCGE MANAGEMENT, L.P.'s holding in Ciena Corp over time	0.74%	89,000	$43.66M 0.74%	new position

CPNG Coupang Inc Coupang IncCPNG SCGE MANAGEMENT, L.P.'s holding in Coupang Inc over time	0.62%	2,088,200	$36.27M 0.62%	new position

CRDO Credo Technology Group Holdi Credo Technology Group HoldiCRDO SCGE MANAGEMENT, L.P.'s holding in Credo Technology Group Holdi over time	0%	0.00	$0.00 0%	decreased 100 percentsold off

DASH Doordash Inc Doordash IncDASH SCGE MANAGEMENT, L.P.'s holding in Doordash Inc over time	1.4%	447,626	$82.60M 1.4%	decreased 71.92 percentreduced

GOOG Alphabet Inc Alphabet IncGOOG SCGE MANAGEMENT, L.P.'s holding in Alphabet Inc over time	6.75%	1,114,200	$398.18M 6.75%	decreased 30.49 percentreduced

META Meta Platforms Inc Meta Platforms IncMETA SCGE MANAGEMENT, L.P.'s holding in Meta Platforms Inc over time	2.13%	222,600	$125.39M 2.13%	decreased 13.32 percentreduced

MPWR Monolithic Pwr Sys Inc Monolithic Pwr Sys IncMPWR SCGE MANAGEMENT, L.P.'s holding in Monolithic Pwr Sys Inc over time	0.43%	18,300	$25.30M 0.43%	new position

MSFT Microsoft Corp Microsoft CorpMSFT SCGE MANAGEMENT, L.P.'s holding in Microsoft Corp over time	4.01%	633,300	$236.23M 4.01%	decreased 16.99 percentreduced

NET Cloudflare Inc Cloudflare IncNET SCGE MANAGEMENT, L.P.'s holding in Cloudflare Inc over time	0.42%	100,800	$24.72M 0.42%	new position

NOW Servicenow Inc Servicenow IncNOW SCGE MANAGEMENT, L.P.'s holding in Servicenow Inc over time	1.91%	1,135,000	$112.68M 1.91%	unchanged 0 percentunchanged

NVDA Nvidia Corporation Nvidia CorporationNVDA SCGE MANAGEMENT, L.P.'s holding in Nvidia Corporation over time	8.06%	2,374,600	$475.13M 8.06%	decreased 21.73 percentreduced

SE Sea Ltd Sea Ltd SE SCGE MANAGEMENT, L.P.'s holding in Sea Ltd over time	2.88%	1,775,000	$170.10M 2.88%	unchanged 0 percentunchanged

SNOW Snowflake Inc Snowflake IncSNOW SCGE MANAGEMENT, L.P.'s holding in Snowflake Inc over time	0.87%	201,200	$51.21M 0.87%	decreased 62.39 percentreduced

TSLA Tesla Inc Tesla IncTSLA SCGE MANAGEMENT, L.P.'s holding in Tesla Inc over time	2.2%	308,800	$129.88M 2.2%	decreased 16.9 percentreduced

Z Zillow Group Inc Zillow Group IncZ SCGE MANAGEMENT, L.P.'s holding in Zillow Group Inc over time	0%	0.00	$0.00 0%	decreased 100 percentsold off

Class A Com Stk Space Exploration Techn Corp Space Exploration Techn Corp SCGE MANAGEMENT, L.P.'s holding in Space Exploration Techn Corp over time	49.2%	16,981,400	$2.90B 49.2%	new position