Filed: 2/13/2026ACC: 0000905148-26-000712
📋 What this filing means
SCGE MANAGEMENT, L.P. filed this quarterly 13F‑HR report disclosing 20 equity positions with a total reported market value of $4.39B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
20
Positions
$4.39B
Total AUM (reported)
28.11M
Total Shares
Allocation by class
COM$1.95B44.4%
CL A$677.18M15.4%
CAP STK CL A$501.74M11.4%
N Y REGISTRY SHS$243.93M5.6%
SPONSORD ADS$226.44M5.2%
COM SHS$174.83M4.0%
SHS$152.26M3.5%
Portfolio Concentration
Top 3$1.53B34.9%
4–10$1.79B40.8%
11–25$1.06B24.2%
Top 3 weight
34.9%
Top 10 weight
75.8%
Voting Authority Distribution
Total shares with voting rights: 28.11M
Sole
Full voting authority
28.11M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole20
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings20
Rows:
NVIDIA CORPORATION
SOLEShares3.33M
TypeSH
Market value$620.11M
14.13%
Sole
3.33M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.60M
TypeSH
Market value$501.74M
11.43%
Sole
1.60M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares852K
TypeSH
Market value$412.04M
9.39%
Sole
852K
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares1.59M
TypeSH
Market value$361.01M
8.22%
Sole
1.59M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares1.29M
TypeSH
Market value$297.99M
6.79%
Sole
1.29M
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares726K
TypeSH
Market value$251.27M
5.72%
Sole
726K
Shared
0.00
None
0.00
ASML HOLDING N V
SOLEShares228K
TypeSH
Market value$243.93M
5.56%
Sole
228K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares346K
TypeSH
Market value$228.39M
5.20%
Sole
346K
Shared
0.00
None
0.00
SEA LTD
SOLEShares1.77M
TypeSH
Market value$226.44M
5.16%
Sole
1.77M
Shared
0.00
None
0.00
TESLA INC
SOLEShares407K
TypeSH
Market value$183.04M
4.17%
Sole
407K
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares797K
TypeSH
Market value$174.83M
3.98%
Sole
797K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares1.14M
TypeSH
Market value$173.87M
3.96%
Sole
1.14M
Shared
0.00
None
0.00
KLARNA GROUP PLC
SOLEShares5.27M
TypeSH
Market value$152.26M
3.47%
Sole
5.27M
Shared
0.00
None
0.00
ZILLOW GROUP INC
SOLEShares2M
TypeSH
Market value$136.30M
3.10%
Sole
2M
Shared
0.00
None
0.00
SERVICETITAN INC
SOLEShares1.23M
TypeSH
Market value$130.92M
2.98%
Sole
1.23M
Shared
0.00
None
0.00
CHIME FINL INC
SOLEShares4.42M
TypeSH
Market value$111.27M
2.53%
Sole
4.42M
Shared
0.00
None
0.00
CARVANA CO
SOLEShares208K
TypeSH
Market value$87.78M
2.00%
Sole
208K
Shared
0.00
None
0.00
CREDO TECHNOLOGY GROUP HOLDI
SOLEShares570K
TypeSH
Market value$82.02M
1.87%
Sole
570K
Shared
0.00
None
0.00
MAPLEBEAR INC
SOLEShares280.04K
TypeSH
Market value$12.60M
0.29%
Sole
280.04K
Shared
0.00
None
0.00
FIGMA INC
SOLEShares60K
TypeSH
Market value$2.24M
0.05%
Sole
60K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
NVIDIA CORPORATIONSOLE | COM | 3.33M | SH | $620.11M 14.13% | 3.33M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.60M | SH | $501.74M 11.43% | 1.60M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 852K | SH | $412.04M 9.39% | 852K | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 1.59M | SH | $361.01M 8.22% | 1.59M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.29M | SH | $297.99M 6.79% | 1.29M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 726K | SH | $251.27M 5.72% | 726K | 0.00 | 0.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 228K | SH | $243.93M 5.56% | 228K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 346K | SH | $228.39M 5.20% | 346K | 0.00 | 0.00 |
SEA LTDSOLE | SPONSORD ADS | 1.77M | SH | $226.44M 5.16% | 1.77M | 0.00 | 0.00 |
TESLA INCSOLE | COM | 407K | SH | $183.04M 4.17% | 407K | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | COM SHS | 797K | SH | $174.83M 3.98% | 797K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 1.14M | SH | $173.87M 3.96% | 1.14M | 0.00 | 0.00 |
KLARNA GROUP PLCSOLE | SHS | 5.27M | SH | $152.26M 3.47% | 5.27M | 0.00 | 0.00 |
ZILLOW GROUP INCSOLE | CL C CAP STK | 2M | SH | $136.30M 3.10% | 2M | 0.00 | 0.00 |
SERVICETITAN INCSOLE | SHS CL A | 1.23M | SH | $130.92M 2.98% | 1.23M | 0.00 | 0.00 |
CHIME FINL INCSOLE | COM SHS CL A | 4.42M | SH | $111.27M 2.53% | 4.42M | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 208K | SH | $87.78M 2.00% | 208K | 0.00 | 0.00 |
CREDO TECHNOLOGY GROUP HOLDISOLE | ORDINARY SHARES | 570K | SH | $82.02M 1.87% | 570K | 0.00 | 0.00 |
MAPLEBEAR INCSOLE | COM | 280.04K | SH | $12.60M 0.29% | 280.04K | 0.00 | 0.00 |
FIGMA INCSOLE | CLASS A COM STK | 60K | SH | $2.24M 0.05% | 60K | 0.00 | 0.00 |