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 $3.30B across 19 reported positions in its SEC 13F filing for 2026-03-31. Largest positions: NVDA ($529.1M, 16.03%), GOOGL ($461.0M, 13.97%), MSFT ($282.4M, 8.56%), AMZN ($245.5M, 7.44%), AVGO ($245.3M, 7.44%). Source: SEC Form 13F.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | $529.1M | 16.03% | 3.0M | Trimmed |
| 2 | GOOGL | ALPHABET INC | $461.0M | 13.97% | 1.6M | Hold |
| 3 | MSFT | MICROSOFT CORP | $282.4M | 8.56% | 762,900 | Trimmed |
| 4 | AMZN | AMAZON COM INC | $245.5M | 7.44% | 1.2M | Trimmed |
| 5 | AVGO | BROADCOM INC | $245.3M | 7.44% | 792,700 | Added |
| 6 | DASH | DOORDASH INC | $239.3M | 7.25% | 1.6M | Hold |
| 7 | ASML | ASML HLDG NV | $181.2M | 5.49% | 137,200 | Trimmed |
| 8 | META | META PLATFORMS INC | $146.9M | 4.45% | 256,800 | Trimmed |
| 9 | SE | SEA LTD | $147.0M | 4.45% | 1.8M | Hold |
| 10 | TSLA | TESLA INC | $138.1M | 4.19% | 371,600 | Trimmed |
| 11 | NOW | SERVICENOW INC | $118.7M | 3.60% | 1.1M | Hold |
| 12 | NETSKOPE INC | $93.0M | 2.82% | 11.0M | New | |
| 13 | SNOW | SNOWFLAKE INC | $80.7M | 2.45% | 535,000 | Trimmed |
| 14 | CHYM | CHIME FINL INC | $78.3M | 2.37% | 4.2M | Trimmed |
| 15 | TTAN | SERVICETITAN INC | $78.0M | 2.36% | 1.2M | Hold |
| 16 | KLARNA GROUP PLC | $68.9M | 2.09% | 5.3M | Hold | |
| 17 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $62.3M | 1.89% | 664,100 | Added |
| 18 | Z | ZILLOW GROUP INC | $52.3M | 1.59% | 1.3M | Trimmed |
| 19 | SNDK | SANDISK CORP | $40.0M | 1.21% | 62,900 | New |
| 20 | CART | MAPLEBEAR INC | $10.5M | 0.32% | 280,037 | Hold |
| 21 | FIG | FIGMA INC | $1.3M | 0.04% | 60,000 | Hold |
| 22 | CVNA | CARVANA CO | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-03-31