Holdings of SCGE MANAGEMENT, L.P.
19 declared positions · as of Mar 31, 2026
Original filing · Ten largest lines: 82.6 % of the equity sleeve
Sector breakdown
- Technology 45.4 %
- Consumer discretionary 19.7 %
- Communication 19.2 %
- Consumer staples 4.6 %
- Unattributed 11.2 %
Titelia classification, company by company. The unattributed share stays visible.
Currency breakdown
- USD 100.0 %
The quoted currency of each line, as declared.
Country breakdown
- US 94.3 %
- NL 5.7 %
Shares computed on the equity sleeve.
| Rank | Country | Lines | Value | Share |
|---|---|---|---|---|
| 1 | US | 18 | 3B $ | 94.28 % |
| 2 | NL | 1 | 181.2M $ | 5.72 % |
Positions
| Rank | Company | Shares | Value | Weight |
|---|---|---|---|---|
| 1 | NVIDIA Corp | 3,033,700 | 529.1M $ | |
| 2 | Alphabet Inc | 1,603,000 | 461M $ | |
| 3 | Microsoft Corp | 762,900 | 282.4M $ | |
| 4 | Amazon.com Inc | 1,178,600 | 245.5M $ | |
| 5 | Broadcom Inc | 792,700 | 245.3M $ | |
| 6 | DoorDash Inc | 1,594,000 | 239.3M $ | |
| 7 | ASML Holding NV | 137,200 | 181.2M $ | |
| 8 | Sea Ltd | 1,775,000 | 147M $ | |
| 9 | Meta Platforms Inc | 256,800 | 146.9M $ | |
| 10 | Tesla Inc | 371,600 | 138.1M $ | |
| 11 | ServiceNow Inc | 1,135,000 | 118.7M $ | |
| 12 | Netskope Inc | 10,950,921 | 93M $ | |
| 13 | Snowflake Inc | 535,000 | 80.7M $ | |
| 14 | Chime Financial Inc | 4,181,827 | 78.3M $ | |
| 15 | ServiceTitan Inc | 1,229,285 | 78M $ | |
| 16 | Zillow Group Inc | 1,264,900 | 52.3M $ | |
| 17 | Sandisk Corp/DE | 62,900 | 40M $ | |
| 18 | Maplebear Inc | 280,037 | 10.5M $ | |
| 19 | Figma Inc | 60,000 | 1.3M $ |