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SCGE MANAGEMENT, L.P.

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13F filer, CIK 1537530, MENLO PARK, CA

SCGE MANAGEMENT, L.P. reported $3,299,867,477 across 21 holdings for the quarter ended 2026-03-31, in a 13F-HR filed 2026-05-15. Its ten largest share positions make up 79.27% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000905148-26-002396

Period
2026-03-31
Reported value
$3.3B
Holdings
21
Top 10 weight
79.27%
New
2
Sold out
1

Largest buys vs the previous quarter

SecurityShares changeApprox. value
NTSKnew+10,950,921$93M
SNDKnew+62,900$40M
AVGOadded+66,700$20.6M
CRDOadded+94,100$8.83M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Largest sells vs the previous quarter

SecurityShares changeApprox. value
ASMLreduced-90,800-$120M
CVNAexited-208,000-$87.8M
METAreduced-89,200-$51M
NVDAreduced-291,300-$50.8M
SNOWreduced-262,000-$39.5M

Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.

Holdings, Q1 2026

Share positions as resolved from 13F-HR 0000905148-26-002396, largest first. % of portfolio is the value over $3,299,867,477, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,934,000 shares; 2024Q4: 2,934,000 shares; 2025Q1: 2,336,000 shares; 2025Q2: 2,158,000 shares; 2025Q3: 2,281,000 shares; 2025Q4: 3,325,000 shares; 2026Q1: 3,033,700 shares 3,033,700$529M16.03%-291,300Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,603,000 shares; 2026Q1: 1,603,000 shares 1,603,000$461M13.97%0Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,095,000 shares; 2024Q4: 249,000 shares; 2025Q1: not reported; 2025Q2: 459,000 shares; 2025Q3: 611,000 shares; 2025Q4: 852,000 shares; 2026Q1: 762,900 shares 762,900$282M8.56%-89,100Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 2,268,000 shares; 2024Q4: 2,018,000 shares; 2025Q1: 1,690,000 shares; 2025Q2: 1,143,000 shares; 2025Q3: 1,324,000 shares; 2025Q4: 1,291,000 shares; 2026Q1: 1,178,600 shares 1,178,600$245M7.44%-112,400Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,120,000 shares; 2025Q1: 1,207,000 shares; 2025Q2: 1,275,500 shares; 2025Q3: 950,500 shares; 2025Q4: 726,000 shares; 2026Q1: 792,700 shares 792,700$245M7.44%+66,700Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,085,000 shares; 2025Q3: 1,204,000 shares; 2025Q4: 1,594,000 shares; 2026Q1: 1,594,000 shares 1,594,000$239M7.25%0Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 129,000 shares; 2025Q4: 228,000 shares; 2026Q1: 137,200 shares 137,200$181M5.49%-90,800Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 909,000 shares; 2025Q1: 2,160,000 shares; 2025Q2: 1,755,000 shares; 2025Q3: 1,704,000 shares; 2025Q4: 1,775,000 shares; 2026Q1: 1,775,000 shares 1,775,000$147M4.45%0Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 1,423,000 shares; 2024Q4: 1,214,000 shares; 2025Q1: 968,000 shares; 2025Q2: 968,000 shares; 2025Q3: 968,000 shares; 2025Q4: 346,000 shares; 2026Q1: 256,800 shares 256,800$147M4.45%-89,200Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 407,000 shares; 2026Q1: 371,600 shares 371,600$138M4.19%-35,400Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 988,000 shares; 2024Q4: 988,000 shares; 2025Q1: 435,000 shares; 2025Q2: 244,000 shares; 2025Q3: 227,000 shares; 2025Q4: 1,135,000 shares; 2026Q1: 1,135,000 shares 1,135,000$119M3.6%0Timeline
NTSKNETSKOPE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 400,000 shares; 2025Q4: not reported; 2026Q1: 10,950,921 shares 10,950,921$93M2.82%newTimeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 628,000 shares; 2025Q3: 893,000 shares; 2025Q4: 797,000 shares; 2026Q1: 535,000 shares 535,000$80.7M2.45%-262,000Timeline
CHYMCHIME FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,420,841 shares; 2025Q3: 4,420,841 shares; 2025Q4: 4,420,841 shares; 2026Q1: 4,181,827 shares 4,181,827$78.3M2.37%-239,014Timeline
TTANSERVICETITAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,229,285 shares; 2025Q1: 1,229,285 shares; 2025Q2: 1,229,285 shares; 2025Q3: 1,229,285 shares; 2025Q4: 1,229,285 shares; 2026Q1: 1,229,285 shares 1,229,285$78M2.36%0Timeline
KLARKLARNA GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,266,524 shares; 2025Q4: 5,266,524 shares; 2026Q1: 5,266,524 shares 5,266,524$68.9M2.09%0Timeline
CRDOCREDO TECHNOLOGY GROUP HOLDIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 570,000 shares; 2026Q1: 664,100 shares 664,100$62.3M1.89%+94,100Timeline
ZZILLOW GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,739,000 shares; 2025Q4: 1,998,000 shares; 2026Q1: 1,264,900 shares 1,264,900$52.3M1.59%-733,100Timeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62,900 shares 62,900$40M1.21%newTimeline
CARTMAPLEBEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: 280,037 shares; 2024Q4: 280,037 shares; 2025Q1: 280,037 shares; 2025Q2: 280,037 shares; 2025Q3: 280,037 shares; 2025Q4: 280,037 shares; 2026Q1: 280,037 shares 280,037$10.5M0.32%0Timeline
FIGFIGMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 60,000 shares; 2025Q4: 60,000 shares; 2026Q1: 60,000 shares 60,000$1.27M0.04%0Timeline

Sold out in Q1 2026

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
CVNACARVANA CO208,000$87.8Mshares

How Q1 2026 was built

Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000905148-26-002396 base2026-05-15acceptance time not in the bulk data set