# SCGE MANAGEMENT, L.P.

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1537530. Source: https://holderbook.com/funds/1537530-scge-management-l-p/

- Reported value: $5.9B
- Positions: 21
- Weight of the ten largest: 87.1%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| SPACE EXPLORATION TECHN CORP | [SPCX](https://holderbook.com/stocks/SPCX/) | $2.9B | 16,981,350 | 49.2% | 1 |
| NVIDIA CORPORATION | [NVDA](https://holderbook.com/stocks/NVDA/) | $475.1M | 2,374,600 | 8.1% | 13 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $398.2M | 1,114,200 | 6.8% | 3 |
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $257.3M | 1,079,500 | 4.4% | 31 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $236.2M | 633,300 | 4.0% | 5 |
| ASML HLDG NV | [ASML](https://holderbook.com/stocks/ASML/) | $212.3M | 106,700 | 3.6% | 4 |
| BROADCOM INC | [AVGO](https://holderbook.com/stocks/AVGO/) | $183.7M | 486,400 | 3.1% | 7 |
| SANDISK CORP | [SNDK](https://holderbook.com/stocks/SNDK/) | $172.3M | 75,800 | 2.9% | 2 |
| SEA LTD | [SE](https://holderbook.com/stocks/SE/) | $170.1M | 1,775,000 | 2.9% | 7 |
| TESLA INC | [TSLA](https://holderbook.com/stocks/TSLA/) | $129.9M | 308,800 | 2.2% | 3 |
| META PLATFORMS INC | [META](https://holderbook.com/stocks/META/) | $125.4M | 222,600 | 2.1% | 15 |
| SERVICENOW INC | [NOW](https://holderbook.com/stocks/NOW/) | $112.7M | 1,135,000 | 1.9% | 31 |
| KLARNA GROUP PLC | [KLAR](https://holderbook.com/stocks/KLAR/) | $106.6M | 5,266,524 | 1.8% | 4 |
| SERVICETITAN INC | [TTAN](https://holderbook.com/stocks/TTAN/) | $86.9M | 1,229,285 | 1.5% | 7 |
| DOORDASH INC | [DASH](https://holderbook.com/stocks/DASH/) | $82.6M | 447,626 | 1.4% | 5 |
| ADVANCED MICRO DEVICES INC | [AMD](https://holderbook.com/stocks/AMD/) | $64.8M | 111,500 | 1.1% | 1 |
| SNOWFLAKE INC | [SNOW](https://holderbook.com/stocks/SNOW/) | $51.2M | 201,200 | 0.9% | 5 |
| CIENA CORP | [CIEN](https://holderbook.com/stocks/CIEN/) | $43.7M | 89,000 | 0.7% | 1 |
| COUPANG INC | [CPNG](https://holderbook.com/stocks/CPNG/) | $36.3M | 2,088,200 | 0.6% | 1 |
| MONOLITHIC PWR SYS INC | [MPWR](https://holderbook.com/stocks/MPWR/) | $25.3M | 18,300 | 0.4% | 1 |
| CLOUDFLARE INC | [NET](https://holderbook.com/stocks/NET/) | $24.7M | 100,800 | 0.4% | 1 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +24.5% | +14.8% | +9.7% | 100% |
| Q1 2026 | -18.7% | -4.6% | -14.1% | 100% |
| Q4 2025 | -8.6% | +2.4% | -11.0% | 100% |
| Q3 2025 | +4.5% | +7.8% | -3.3% | 100% |
| Q2 2025 | +27.6% | +10.5% | +17.1% | 100% |
| Q1 2025 | -11.9% | -4.6% | -7.3% | 100% |
| Q4 2024 | +5.4% | +2.1% | +3.2% | 100% |
| Q3 2024 | +3.9% | +5.4% | -1.6% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $5.9B | 21 |
| Q1 2026 | $3.3B | 21 |
| Q4 2025 | $4.4B | 20 |
| Q3 2025 | $5.1B | 24 |
| Q2 2025 | $4.8B | 20 |
| Q1 2025 | $3.5B | 15 |
| Q4 2024 | $5.4B | 23 |
| Q3 2024 | $4.6B | 15 |
| Q2 2024 | $5.1B | 19 |
| Q1 2024 | $5.3B | 19 |
| Q4 2023 | $4.5B | 21 |
| Q3 2023 | $3.8B | 26 |