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SCGE MANAGEMENT, L.P.

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13F filer, CIK 1537530, MENLO PARK, CA

SCGE MANAGEMENT, L.P. reported $5,896,728,454 across 21 holdings for the quarter ended 2026-06-30, in a 13F-HR filed 2026-08-14. Its ten largest share positions make up 87.11% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000905148-26-003747

Period
2026-06-30
Reported value
$5.9B
Holdings
21
Top 10 weight
87.11%
New
6
Sold out
6

Largest buys vs the previous quarter

SecurityShares changeApprox. value
SPCXnew+16,981,350$2.9B
AMDnew+111,500$64.8M
CIENnew+89,000$43.7M
CPNGnew+2,088,200$36.3M
SNDKadded+12,900$29.3M

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
DASHreduced-1,146,374-$212M
GOOGLreduced-488,800-$175M
NVDAreduced-659,100-$132M
AVGOreduced-306,300-$116M
NTSKexited-10,950,921-$93M

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, Q2 2026

Share positions as resolved from 13F-HR 0000905148-26-003747, largest first. % of portfolio is the value over $5,896,728,454, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
SPCXSPACE EXPLORATION TECHN CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 16,981,350 shares 16,981,350$2.9B49.2%newTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 2,374,600 shares 2,374,600$475M8.06%-659,100Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,114,200 shares 1,114,200$398M6.75%-488,800Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,079,500 shares 1,079,500$257M4.36%-99,100Timeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 633,300 shares 633,300$236M4.01%-129,600Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 129,000 shares; 2025Q4: 228,000 shares; 2026Q1: 137,200 shares; 2026Q2: 106,700 shares 106,700$212M3.6%-30,500Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 486,400 shares 486,400$184M3.12%-306,300Timeline
SNDKSANDISK CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: 62,900 shares; 2026Q2: 75,800 shares 75,800$172M2.92%+12,900Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,775,000 shares 1,775,000$170M2.88%0Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 407,000 shares; 2026Q1: 371,600 shares; 2026Q2: 308,800 shares 308,800$130M2.2%-62,800Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 222,600 shares 222,600$125M2.13%-34,200Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,135,000 shares 1,135,000$113M1.91%0Timeline
KLARKLARNA GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 5,266,524 shares 5,266,524$107M1.81%0Timeline
TTANSERVICETITAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 1,229,285 shares 1,229,285$86.9M1.47%0Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 447,626 shares 447,626$82.6M1.4%-1,146,374Timeline
AMDADVANCED MICRO DEVICES INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 111,500 shares 111,500$64.8M1.1%newTimeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 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; 2026Q2: 201,200 shares 201,200$51.2M0.87%-333,800Timeline
CIENCIENA CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 89,000 shares 89,000$43.7M0.74%newTimeline
CPNGCOUPANG INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: 11,018,000 shares; 2024Q4: 8,935,000 shares; 2025Q1: 7,767,000 shares; 2025Q2: 7,767,000 shares; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 2,088,200 shares 2,088,200$36.3M0.62%newTimeline
MPWRMONOLITHIC PWR SYS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 18,300 shares 18,300$25.3M0.43%newTimeline
NETCLOUDFLARE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: not reported; 2026Q1: not reported; 2026Q2: 100,800 shares 100,800$24.7M0.42%newTimeline

Sold out in Q2 2026

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

SecurityShares beforeValue beforeType
NTSKNETSKOPE INC10,950,921$93Mshares
CHYMCHIME FINL INC4,181,827$78.3Mshares
CRDOCREDO TECHNOLOGY GROUP HOLDI664,100$62.3Mshares
ZZILLOW GROUP INC1,264,900$52.3Mshares
CARTMAPLEBEAR INC280,037$10.5Mshares
FIGFIGMA INC60,000$1.27Mshares

How Q2 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 0000905148-26-003747 base2026-08-14acceptance time not in the bulk data set