SCGE MANAGEMENT, L.P.
CIK 1537530
13F filing for Q2 2026・No. 808
- Holdings
- US$5.9B
- Quarter change
- +US$2.6B
- Entries
- 21
- Net bought (estimate)
- —
The quarter change is the holdings' value against the quarter before, price moves included — not what was bought or sold; each institution's page estimates that.
Net bought (estimate)
Each stock's change in shares at the quarter-end price, added up: a new position counts as bought, one sold out as sold, shares held long only. Splits are compared split-adjusted; corporate actions under a new CUSIP are not estimated. An estimate from the filings, not actual trades.
No filing the quarter before to compare with.
Largest holdings
21 stocks worth US$5.9B, options and bonds left out.
| Stock | This quarter | Shares | Value | Weight |
|---|---|---|---|---|
| SPCXSPACE EXPLORATION TECHN CORPCLASS A COM STK | — | 16,981,350 | US$2.9B | 49.20% |
| NVDANvidiaCOM | — | 2,374,600 | US$475.13M | 8.06% |
| GOOGLAlphabetCAP STK CL A | — | 1,114,200 | US$398.18M | 6.75% |
| AMZNAmazonCOM | — | 1,079,500 | US$257.29M | 4.36% |
| MSFTMicrosoftCOM | — | 633,300 | US$236.23M | 4.01% |
| ASMLASML HLDG NVN Y REGISTRY SHS | — | 106,700 | US$212.27M | 3.60% |
| AVGOBroadcomCOM | — | 486,400 | US$183.74M | 3.12% |
| SNDKSANDISK CORPCOM | — | 75,800 | US$172.35M | 2.92% |
| SESEA LTDSPONSORD ADS | — | 1,775,000 | US$170.1M | 2.88% |
| TSLATeslaCOM | — | 308,800 | US$129.88M | 2.20% |
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Filings
The quarter's original 13F filings (SEC).
- 13F-HRFiled August 14, 2026SEC ↗
13F covers long positions in US-listed securities only; the data is SEC's, filed within 45 days of the quarter's end.