Filed: 8/14/2026ACC: 0000905148-26-003747
📋 What this filing means
SCGE MANAGEMENT, L.P. filed this quarterly 13F‑HR report disclosing 21 equity positions with a total reported market value of $5.90B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
21
Positions
$5.90B
Total AUM (reported)
35.85M
Total Shares
Allocation by class
CLASS A COM STK$2.90B49.2%
COM$1.66B28.1%
CAP STK CL A$398.18M6.8%
CL A$244.26M4.1%
N Y REGISTRY SHS$212.27M3.6%
SPONSORD ADS$170.10M2.9%
SHS$106.59M1.8%
Portfolio Concentration
Top 3$3.77B64.0%
4–10$1.36B23.1%
11–25$760.12M12.9%
Top 3 weight
64.0%
Top 10 weight
87.1%
Voting Authority Distribution
Total shares with voting rights: 35.85M
Sole
Full voting authority
35.85M
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)
Sole21
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings21
Rows:
SPACE EXPLORATION TECHN CORP
SOLEShares16.98M
TypeSH
Market value$2.90B
49.20%
Sole
16.98M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares2.37M
TypeSH
Market value$475.13M
8.06%
Sole
2.37M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.11M
TypeSH
Market value$398.18M
6.75%
Sole
1.11M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares1.08M
TypeSH
Market value$257.29M
4.36%
Sole
1.08M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares633.30K
TypeSH
Market value$236.23M
4.01%
Sole
633.30K
Shared
0.00
None
0.00
ASML HLDG NV
SOLEShares106.70K
TypeSH
Market value$212.27M
3.60%
Sole
106.70K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares486.40K
TypeSH
Market value$183.74M
3.12%
Sole
486.40K
Shared
0.00
None
0.00
SANDISK CORP
SOLEShares75.80K
TypeSH
Market value$172.35M
2.92%
Sole
75.80K
Shared
0.00
None
0.00
SEA LTD
SOLEShares1.77M
TypeSH
Market value$170.10M
2.88%
Sole
1.77M
Shared
0.00
None
0.00
TESLA INC
SOLEShares308.80K
TypeSH
Market value$129.88M
2.20%
Sole
308.80K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares222.60K
TypeSH
Market value$125.39M
2.13%
Sole
222.60K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares1.14M
TypeSH
Market value$112.68M
1.91%
Sole
1.14M
Shared
0.00
None
0.00
KLARNA GROUP PLC
SOLEShares5.27M
TypeSH
Market value$106.59M
1.81%
Sole
5.27M
Shared
0.00
None
0.00
SERVICETITAN INC
SOLEShares1.23M
TypeSH
Market value$86.92M
1.47%
Sole
1.23M
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares447.63K
TypeSH
Market value$82.60M
1.40%
Sole
447.63K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares111.50K
TypeSH
Market value$64.77M
1.10%
Sole
111.50K
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares201.20K
TypeSH
Market value$51.21M
0.87%
Sole
201.20K
Shared
0.00
None
0.00
CIENA CORP
SOLEShares89K
TypeSH
Market value$43.66M
0.74%
Sole
89K
Shared
0.00
None
0.00
COUPANG INC
SOLEShares2.09M
TypeSH
Market value$36.27M
0.62%
Sole
2.09M
Shared
0.00
None
0.00
MONOLITHIC PWR SYS INC
SOLEShares18.30K
TypeSH
Market value$25.30M
0.43%
Sole
18.30K
Shared
0.00
None
0.00
CLOUDFLARE INC
SOLEShares100.80K
TypeSH
Market value$24.72M
0.42%
Sole
100.80K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SPACE EXPLORATION TECHN CORPSOLE | CLASS A COM STK | 16.98M | SH | $2.90B 49.20% | 16.98M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 2.37M | SH | $475.13M 8.06% | 2.37M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.11M | SH | $398.18M 6.75% | 1.11M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.08M | SH | $257.29M 4.36% | 1.08M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 633.30K | SH | $236.23M 4.01% | 633.30K | 0.00 | 0.00 |
ASML HLDG NVSOLE | N Y REGISTRY SHS | 106.70K | SH | $212.27M 3.60% | 106.70K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 486.40K | SH | $183.74M 3.12% | 486.40K | 0.00 | 0.00 |
SANDISK CORPSOLE | COM | 75.80K | SH | $172.35M 2.92% | 75.80K | 0.00 | 0.00 |
SEA LTDSOLE | SPONSORD ADS | 1.77M | SH | $170.10M 2.88% | 1.77M | 0.00 | 0.00 |
TESLA INCSOLE | COM | 308.80K | SH | $129.88M 2.20% | 308.80K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 222.60K | SH | $125.39M 2.13% | 222.60K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 1.14M | SH | $112.68M 1.91% | 1.14M | 0.00 | 0.00 |
KLARNA GROUP PLCSOLE | SHS | 5.27M | SH | $106.59M 1.81% | 5.27M | 0.00 | 0.00 |
SERVICETITAN INCSOLE | SHS CL A | 1.23M | SH | $86.92M 1.47% | 1.23M | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 447.63K | SH | $82.60M 1.40% | 447.63K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 111.50K | SH | $64.77M 1.10% | 111.50K | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | COM SHS | 201.20K | SH | $51.21M 0.87% | 201.20K | 0.00 | 0.00 |
CIENA CORPSOLE | COM NEW | 89K | SH | $43.66M 0.74% | 89K | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 2.09M | SH | $36.27M 0.62% | 2.09M | 0.00 | 0.00 |
MONOLITHIC PWR SYS INCSOLE | COM | 18.30K | SH | $25.30M 0.43% | 18.30K | 0.00 | 0.00 |
CLOUDFLARE INCSOLE | CL A COM | 100.80K | SH | $24.72M 0.42% | 100.80K | 0.00 | 0.00 |