2026 Q2 Portfolio Activity
In 2026 Q2, SCGE MANAGEMENT, L.P. maintained a portfolio of 27 distinct positions. The most significant new addition was ADVANCED MICRO DEVICES INC, now representing 1.10% of the total fund value. They heavily accumulated shares in SPACE EXPLORATION TECHN CORP, increasing the position by 222.4%. The fund also reduced its exposure to NVIDIA CORPORATION by 21.7%.
Position History
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Total Positions
27
Quarter
2026 Q2
Top Holding
N/A (49.2%)
Top 10 Concentration
87.1%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-27 of 27
SCGE MANAGEMENT, L.P. Full Holdings List — 2026 Q2
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported | |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
N/A
SPACE EXPLORATI...
|
|
Unknown | 49.20% | — |
#1
Prev: #—
|
9.5 |
—
|
16,981,350 | — |
NEW
|
16,981,350 | $2,901,433,460 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
NVDA
NVIDIA CORPORAT...
|
Technology | 8.06% | 16.03% |
#2
1
Prev: #1
|
4.7 |
—
|
-659,100 | -21.7% |
P
S
|
2,374,600 | $475,133,714 | 2017 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 6.75% | 13.97% |
#3
1
Prev: #2
|
3.7 |
—
|
-488,800 | -30.5% |
P
S
|
1,114,200 | $398,181,654 | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 4.36% | 7.44% |
#4
Prev: #4
|
2.7 |
—
|
-99,100 | -8.4% |
P
S
|
1,079,500 | $257,288,030 | 2012 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 4.01% | 8.56% |
#5
2
Prev: #3
|
2.6 |
—
|
-129,600 | -17.0% |
P
S
|
633,300 | $236,233,566 | 2016 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
ASML
ASML HLDG NV
|
Technology | 3.60% | 5.49% |
#6
1
Prev: #7
|
1.4 |
—
|
-30,500 | -22.2% |
P
S
|
106,700 | $212,273,248 | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AVGO
BROADCOM INC
|
Technology | 3.12% | 7.44% |
#7
2
Prev: #5
|
1.2 |
—
|
-306,300 | -38.6% |
P
S
|
486,400 | $183,737,600 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SNDK
SANDISK CORP
|
Technology | 2.92% | 1.21% |
#8
11
Prev: #19
|
3.7 |
—
|
12,900 | 20.5% |
P
S
|
75,800 | $172,348,734 | 2026 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SE
SEA LTD
|
Consumer Cyclical | 2.88% | 4.45% |
#9
1
Prev: #8
|
2.2 |
—
|
no change | no change |
P
S
|
1,775,000 | $170,098,250 | 2020 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 2.20% | 4.19% |
#10
Prev: #10
|
1.4 |
—
|
-62,800 | -16.9% |
P
S
|
308,800 | $129,881,280 | 2023 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
META
META PLATFORMS ...
|
Communication Services | 2.13% | 4.45% |
#11
2
Prev: #9
|
1.4 |
—
|
-34,200 | -13.3% |
P
S
|
222,600 | $125,388,354 | 2013 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NOW
SERVICENOW INC
|
Technology | 1.91% | 3.60% |
#12
1
Prev: #11
|
1.8 |
—
|
no change | no change |
P
S
|
1,135,000 | $112,682,800 | 2012 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
N/A
KLARNA GROUP PL...
|
|
Unknown | 1.81% | 2.09% |
#13
3
Prev: #16
|
1.7 |
—
|
no change | no change |
P
S
|
5,266,524 | $106,594,445 | — | 13F Filing | 2026-06-30 | 2026-08-14 | ||
|
TTAN
SERVICETITAN IN...
|
Technology | 1.47% | 2.36% |
#14
1
Prev: #15
|
1.6 |
—
|
no change | no change |
P
S
|
1,229,285 | $86,922,742 | 2024 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
DASH
DOORDASH INC
|
Consumer Cyclical | 1.40% | 7.25% |
#15
9
Prev: #6
|
0.6 |
—
|
-1,146,374 | -71.9% |
P
S
|
447,626 | $82,600,426 | 2020 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
AMD
ADVANCED MICRO ...
|
Technology | 1.10% | — |
#16
Prev: #—
|
3.9 |
—
|
111,500 | — |
NEW
|
111,500 | $64,771,465 | 2023 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
SNOW
SNOWFLAKE INC
|
Technology | 0.87% | 2.45% |
#17
4
Prev: #13
|
0.3 |
—
|
-333,800 | -62.4% |
P
S
|
201,200 | $51,205,400 | 2020 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CIEN
CIENA CORP
|
Technology | 0.74% | — |
#18
Prev: #—
|
3.8 |
—
|
89,000 | — |
NEW
|
89,000 | $43,659,840 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CPNG
COUPANG INC
|
Consumer Cyclical | 0.62% | — |
#19
Prev: #—
|
3.7 |
—
|
2,088,200 | — |
NEW
|
2,088,200 | $36,272,034 | 2021 Q1 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
MPWR
MONOLITHIC PWR ...
|
Technology | 0.43% | — |
#20
Prev: #—
|
3.7 |
—
|
18,300 | — |
NEW
|
18,300 | $25,297,188 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NET
CLOUDFLARE INC
|
Technology | 0.42% | — |
#21
Prev: #—
|
3.7 |
—
|
100,800 | — |
NEW
|
100,800 | $24,724,224 | 2026 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
FIG
FIGMA INC
|
Technology | 0.00% | 0.04% |
Sold All 😨
(Was: #21) |
0.0 |
—
|
-60,000 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CART
MAPLEBEAR INC
|
Consumer Cyclical | 0.00% | 0.32% |
Sold All 😨
(Was: #20) |
0.0 |
—
|
-280,037 | -100.0% |
CLOSED
|
— | $— | 2023 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
Z
ZILLOW GROUP IN...
|
Communication Services | 0.00% | 1.59% |
Sold All 😨
(Was: #18) |
0.0 |
—
|
-1,264,900 | -100.0% |
CLOSED
|
— | $— | 2014 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CRDO
CREDO TECHNOLOG...
|
Technology | 0.00% | 1.89% |
Sold All 😨
(Was: #17) |
0.0 |
—
|
-664,100 | -100.0% |
CLOSED
|
— | $— | 2025 Q4 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
CHYM
CHIME FINL INC
|
Technology | 0.00% | 2.37% |
Sold All 😨
(Was: #14) |
0.0 |
—
|
-4,181,827 | -100.0% |
CLOSED
|
— | $— | 2025 Q2 | 13F Filing | 2026-06-30 | 2026-08-14 | |||
|
NTSK
NETSKOPE INC
|
Technology | 0.00% | 2.82% |
Sold All 😨
(Was: #12) |
0.0 |
—
|
-10,950,921 | -100.0% |
CLOSED
|
— | $— | 2025 Q3 | 13F Filing | 2026-06-30 | 2026-08-14 |
Showing 1-27 of 27 holdings