SCGE MANAGEMENT, L.P. — 13F holdings

SCGE MANAGEMENT, L.P. reported 21 holdings worth $5.90B in its 13F filing for Q2 2026, filed August 14, 2026. That's up 78.7% from $3.30B in Q1 2026, when it reported 21 holdings. Its 10 largest positions make up 87.1% of the portfolio.

SCGE MANAGEMENT, L.P.'s largest positions in Q2 2026

1. SPCX SPACE EXPLORATION TECHN CORP — $2.90B (49.2%) · new position
2. NVDA NVIDIA CORPORATION — $475M (8.1%) · cut 22%
3. GOOGL ALPHABET INC — $398M (6.8%) · cut 30%
4. AMZN AMAZON COM INC — $257M (4.4%) · cut 8%
5. MSFT MICROSOFT CORP — $236M (4.0%) · cut 17%
6. ASML ASML HOLDING N V — $212M (3.6%) · cut 22%
7. AVGO BROADCOM INC — $184M (3.1%) · cut 39%
8. SNDK SANDISK CORP — $172M (2.9%) · added 21%
9. SE SEA LTD — $170M (2.9%) · unchanged
10. TSLA TESLA INC — $130M (2.2%) · cut 17%
11. META META PLATFORMS INC — $125M (2.1%) · cut 13%
12. NOW ServiceNow Inc — $113M (1.9%) · unchanged
13. KLAR KLARNA GROUP PLC — $107M (1.8%) · unchanged
14. TTAN SERVICETITAN INC — $86.9M (1.5%) · unchanged
15. DASH DOORDASH INC — $82.6M (1.4%) · cut 72%
16. AMD ADVANCED MICRO DEVICES INC — $64.8M (1.1%) · new position
17. SNOW SNOWFLAKE INC — $51.2M (0.9%) · cut 62%
18. CIEN CIENA CORP — $43.7M (0.7%) · new position
19. CPNG COUPANG INC — $36.3M (0.6%) · new position
20. MPWR MONOLITHIC PWR SYS INC — $25.3M (0.4%) · new position

What SCGE MANAGEMENT, L.P. bought in Q2 2026

6 new positions and 1 position added to.

1. SPCX SPACE EXPLORATION TECHN CORP — new position, about $2.90B
2. AMD ADVANCED MICRO DEVICES INC — new position, about $64.8M
3. CIEN CIENA CORP — new position, about $43.7M
4. CPNG COUPANG INC — new position, about $36.3M
5. SNDK SANDISK CORP — added, about $29.3M
6. MPWR MONOLITHIC PWR SYS INC — new position, about $25.3M
7. NET CLOUDFLARE INC — new position, about $24.7M

What SCGE MANAGEMENT, L.P. sold in Q2 2026

6 positions sold out and 10 reduced.

1. DASH DOORDASH INC — cut 72%, about $212M
2. CRDO CREDO TECHNOLOGY GROUP HOLDI — sold out, about $181M
3. GOOGL ALPHABET INC — cut 30%, about $175M
4. NVDA NVIDIA CORPORATION — cut 22%, about $132M
5. NTSK NETSKOPE INC — sold out, about $120M
6. AVGO BROADCOM INC — cut 39%, about $116M
7. CHYM CHIME FINL INC — sold out, about $85.6M
8. SNOW SNOWFLAKE INC — cut 62%, about $85.0M
9. ASML ASML HOLDING N V — cut 22%, about $60.7M
10. MSFT MICROSOFT CORP — cut 17%, about $48.3M

SCGE MANAGEMENT, L.P. portfolio value by quarter

• Q2 2026: $5.90B in 21 holdings
• Q1 2026: $3.30B in 21 holdings
• Q4 2025: $4.39B in 20 holdings
• Q3 2025: $5.12B in 24 holdings
• Q2 2025: $4.77B in 20 holdings
• Q1 2025: $3.47B in 15 holdings
• Q4 2024: $5.41B in 23 holdings

What does SCGE MANAGEMENT, L.P. own?

Its largest positions in Q2 2026 were SPCX, NVDA, GOOGL, AMZN, MSFT, out of 21 holdings worth $5.90B.

What did SCGE MANAGEMENT, L.P. buy last quarter?

In Q2 2026 it opened 6 new positions and added to 1; the largest buys were SPCX, AMD, CIEN.

What did SCGE MANAGEMENT, L.P. sell last quarter?

In Q2 2026 it sold out of 6 positions and reduced 10, including CRDO, NTSK, CHYM.