Terminal · Institutions
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
Every 13F-reported equity position this quarter, with its quarter-over-quarter change — each row traces back to the SEC filing.
SCGE MANAGEMENT, L.P. (CIK 1537530) reported $5.90B across 21 reported positions in its SEC 13F filing for 2026-06-30. Largest positions: SPCX ($2.90B, 49.20%), NVDA ($475.1M, 8.06%), GOOGL ($398.2M, 6.75%), AMZN ($257.3M, 4.36%), MSFT ($236.2M, 4.01%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | SPCX | SPACE EXPLORATION TECHN CORP | $2.90B | 49.20% | 17.0M | New |
| 2 | NVDA | NVIDIA CORPORATION | $475.1M | 8.06% | 2.4M | Trimmed |
| 3 | GOOGL | ALPHABET INC | $398.2M | 6.75% | 1.1M | Trimmed |
| 4 | AMZN | AMAZON COM INC | $257.3M | 4.36% | 1.1M | Trimmed |
| 5 | MSFT | MICROSOFT CORP | $236.2M | 4.01% | 633,300 | Trimmed |
| 6 | ASML | ASML HLDG NV | $212.3M | 3.60% | 106,700 | Trimmed |
| 7 | AVGO | BROADCOM INC | $183.7M | 3.12% | 486,400 | Trimmed |
| 8 | SNDK | SANDISK CORP | $172.3M | 2.92% | 75,800 | Added |
| 9 | SE | SEA LTD | $170.1M | 2.88% | 1.8M | Hold |
| 10 | TSLA | TESLA INC | $129.9M | 2.20% | 308,800 | Trimmed |
| 11 | META | META PLATFORMS INC | $125.4M | 2.13% | 222,600 | Trimmed |
| 12 | NOW | SERVICENOW INC | $112.7M | 1.91% | 1.1M | Hold |
| 13 | KLAR | KLARNA GROUP PLC | $106.6M | 1.81% | 5.3M | Hold |
| 14 | TTAN | SERVICETITAN INC | $86.9M | 1.47% | 1.2M | Hold |
| 15 | DASH | DOORDASH INC | $82.6M | 1.40% | 447,626 | Trimmed |
| 16 | AMD | ADVANCED MICRO DEVICES INC | $64.8M | 1.10% | 111,500 | New |
| 17 | SNOW | SNOWFLAKE INC | $51.2M | 0.87% | 201,200 | Trimmed |
| 18 | CIEN | CIENA CORP | $43.7M | 0.74% | 89,000 | New |
| 19 | CPNG | COUPANG INC | $36.3M | 0.62% | 2.1M | New |
| 20 | MPWR | MONOLITHIC PWR SYS INC | $25.3M | 0.43% | 18,300 | New |
| 21 | NET | CLOUDFLARE INC | $24.7M | 0.42% | 100,800 | New |
| 22 | NTSK | NETSKOPE INC | $0 | 0.00% | 0 | Exited |
| 23 | CART | MAPLEBEAR INC | $0 | 0.00% | 0 | Exited |
| 24 | FIG | FIGMA INC | $0 | 0.00% | 0 | Exited |
| 25 | Z | ZILLOW GROUP INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30