Ownership history in SCGE MANAGEMENT, L.P. Β· 15 quarters on record
This page tracks every 13F SEC filing in which SCGE MANAGEMENT, L.P. reported a position in NVIDIA CORP (NVDA). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π SCGE MANAGEMENT, L.P. outperformed the S&P 500 by +182.3% annually on this NVDA position. Timing score: 50% (5/10 decisions correct). Average cost basis: $130.06. Maximum drawdown during holding period: β19.3%.
π₯ Exceptional β beat the S&P 500 by 182.3% per year on this position.
13 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
5 of 10 add/trim decisions correct
Best entry: $5.73 (2018 Q1) Β· Worst: $186.56 (2025 Q3)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
9 adds Β· 3 trims. Bought during 1 of 3 down-price quarters. π Consistently bullish β fund kept accumulating this position.
π SCGE MANAGEMENT, L.P. has been actively increasing its NVDA allocation β a bullish signal from insiders.
Currently 14.13% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size