Holders — by stockHoldings — by fund
SCGE MANAGEMENT, L.P.
Everything this manager disclosed owning in US-listed stocks — its complete Form 13F portfolio · as of 2026-06-30 · filed with the SEC up to 45 days after quarter end · CIK 1537530
$5.90B
disclosed book value
21
positions
49.2%
largest position share
Positions, as of 2026-06-30
top 21 of 21 · 13F covers long US-listed positions only — cash, bonds, private and foreign stakes are not disclosed · PUT/CALL tags = options positions (share-equivalents), not shares held
| # | Issuer | Shares | Value | % of book |
|---|---|---|---|---|
| 1 | SPCXSPACE EXPLORATION TECHN CORP | 17.0M | $2.90B | 49.2% |
| 2 | NVDANVIDIA CORPORATION | 2.4M | $475.1M | 8.1% |
| 3 | GOOGLALPHABET INC | 1.1M | $398.2M | 6.8% |
| 4 | AMZNAMAZON COM INC | 1.1M | $257.3M | 4.4% |
| 5 | MSFTMICROSOFT CORP | 633,300 | $236.2M | 4% |
| 6 | ASML HLDG NV | 106,700 | $212.3M | 3.6% |
| 7 | AVGOBROADCOM INC | 486,400 | $183.7M | 3.1% |
| 8 | SNDKSANDISK CORP | 75,800 | $172.3M | 2.9% |
| 9 | SESEA LTD | 1.8M | $170.1M | 2.9% |
| 10 | TSLATESLA INC | 308,800 | $129.9M | 2.2% |
| 11 | METAMETA PLATFORMS INC | 222,600 | $125.4M | 2.1% |
| 12 | NOWSERVICENOW INC | 1.1M | $112.7M | 1.9% |
| 13 | KLARNA GROUP PLC | 5.3M | $106.6M | 1.8% |
| 14 | TTANSERVICETITAN INC | 1.2M | $86.9M | 1.5% |
| 15 | DASHDOORDASH INC | 447,626 | $82.6M | 1.4% |
| 16 | AMDADVANCED MICRO DEVICES INC | 111,500 | $64.8M | 1.1% |
| 17 | SNOWSNOWFLAKE INC | 201,200 | $51.2M | 0.9% |
| 18 | CIENCIENA CORP | 89,000 | $43.7M | 0.7% |
| 19 | CPNGCOUPANG INC | 2.1M | $36.3M | 0.6% |
| 20 | MPWRMONOLITHIC PWR SYS INC | 18,300 | $25.3M | 0.4% |
| 21 | NETCLOUDFLARE INC | 100,800 | $24.7M | 0.4% |
Source: SEC Form 13F-HR, reporting period 2026-06-30. Values are the manager's filed June-30-style quarter-end marks, not live prices. Research, not investment advice.