SCGE MANAGEMENT, L.P.
13F filer · CIK 1537530 · Menlo Park, CA
Summary
SCGE MANAGEMENT, L.P. reported $5.90B across 21 positions in its 13F for 2026 Q2, filed Aug 14, 2026. The largest holdings are SPCX (49.2%), NVDA (8.1%), GOOGL (6.8%). Versus 2026 Q1, leaving options aside, it opened 6 new positions, added to 1, trimmed 10 and sold out of 6.
Reported value$5.90B
Positions21
Report period2026 Q2
FiledAug 14, 2026
New positions6
Added1
Trimmed10
Sold out6
Top 21 holdings
By reported value, options listed separately · change vs 2026 Q1
Weight 49.2%Value $2.90BPrice $149.24Shares 16.98MSince Jun 30 -12.65%
Weight 8.1%Value $475.13MPrice $227.21Shares 2.37M -21.73%Since Jun 30 +13.55%
Weight 6.8%Value $398.18MPrice $340.92Shares 1.11M -30.49%Since Jun 30 -4.60%
Weight 4.4%Value $257.29MPrice $246.67Shares 1.08M -8.41%Since Jun 30 +3.50%
Weight 4.0%Value $236.23MPrice $508.96Shares 633K -16.99%Since Jun 30 +36.44%
Weight 3.6%Value $212.27MPrice $1834Shares 107K -22.23%Since Jun 30 -7.79%
Weight 3.1%Value $183.74MPrice $355.10Shares 486K -38.64%Since Jun 30 -6.00%
Weight 2.9%Value $172.35MPrice $1730Shares 76K +20.51%Since Jun 30 -23.92%
Weight 2.9%Value $170.10MPrice $98.62Shares 1.77MSince Jun 30 +2.91%
Weight 2.2%Value $129.88MPrice $352.84Shares 309K -16.90%Since Jun 30 -16.11%
Weight 2.1%Value $125.39MPrice $738.79Shares 223K -13.32%Since Jun 30 +31.16%
Weight 1.9%Value $112.68MPrice $129.94Shares 1.14MSince Jun 30 +30.88%
Weight 1.8%Value $106.59MPrice $12.36Shares 5.27MSince Jun 30 -38.93%
Weight 1.5%Value $86.92MPrice $63.52Shares 1.23MSince Jun 30 -10.17%
Weight 1.4%Value $82.60MPrice $187.10Shares 448K -71.92%Since Jun 30 +1.39%
Weight 1.1%Value $64.77MPrice $607.57Shares 112KSince Jun 30 +4.59%
Weight 0.9%Value $51.21MPrice $330.31Shares 201K -62.39%Since Jun 30 +29.79%
Weight 0.7%Value $43.66MPrice $354.92Shares 89KSince Jun 30 -27.65%
Weight 0.6%Value $36.27MPrice $13.85Shares 2.09MSince Jun 30 -20.26%
Weight 0.4%Value $25.30MPrice $1356Shares 18KSince Jun 30 -1.91%
Weight 0.4%Value $24.72MPrice $352.26Shares 101KSince Jun 30 +43.62%
| Stock | Weight | Value | Since Jun 30 | Shares change | Action |
|---|---|---|---|---|---|
| 49.2% | $2.90B | -12.65% | — | New | |
| 8.1% | $475.13M | +13.55% | -21.73% | Trim | |
| 6.8% | $398.18M | -4.60% | -30.49% | Trim | |
| 4.4% | $257.29M | +3.50% | -8.41% | Trim | |
| 4.0% | $236.23M | +36.44% | -16.99% | Trim | |
| 3.6% | $212.27M | -7.79% | -22.23% | Trim | |
| 3.1% | $183.74M | -6.00% | -38.64% | Trim | |
| 2.9% | $172.35M | -23.92% | +20.51% | Add | |
| 2.9% | $170.10M | +2.91% | — | Hold | |
| 2.2% | $129.88M | -16.11% | -16.90% | Trim | |
| 2.1% | $125.39M | +31.16% | -13.32% | Trim | |
| 1.9% | $112.68M | +30.88% | — | Hold | |
| 1.8% | $106.59M | -38.93% | — | Hold | |
| 1.5% | $86.92M | -10.17% | — | Hold | |
| 1.4% | $82.60M | +1.39% | -71.92% | Trim | |
| 1.1% | $64.77M | +4.59% | — | New | |
| 0.9% | $51.21M | +29.79% | -62.39% | Trim | |
| 0.7% | $43.66M | -27.65% | — | New | |
| 0.6% | $36.27M | -20.26% | — | New | |
| 0.4% | $25.30M | -1.91% | — | New | |
| 0.4% | $24.72M | +43.62% | — | New |
Weight is the share of the reported 13F value, including options at notional value. “Since Jun 30” compares the latest close with the quarter-end price implied by the filing (value ÷ shares).
Largest buys in 2026 Q2
Largest sells in 2026 Q2
Source: SEC Form 13F, values as reported by the filer. Filings lag up to 45 days after quarter end and cover only certain long positions. Research only, not investment advice.