Titelia

Holdings of SCGE MANAGEMENT, L.P.

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Net assets
-
Positions
19 in 2 countries
Top ten
82.6 % of the equity sleeve
Filed on
Mar 31, 2026
Portfolio shape

Positions

RankCompanySharesValueWeight
1NVIDIA Corp 3,033,700529.1M $
2Alphabet Inc 1,603,000461M $
3Microsoft Corp 762,900282.4M $
4Amazon.com Inc 1,178,600245.5M $
5Broadcom Inc 792,700245.3M $
6DoorDash Inc 1,594,000239.3M $
7ASML Holding NV 137,200181.2M $
8Sea Ltd 1,775,000147M $
9Meta Platforms Inc 256,800146.9M $
10Tesla Inc 371,600138.1M $
11ServiceNow Inc 1,135,000118.7M $
12Netskope Inc 10,950,92193M $
13Snowflake Inc 535,00080.7M $
14Chime Financial Inc 4,181,82778.3M $
15ServiceTitan Inc 1,229,28578M $
16Zillow Group Inc 1,264,90052.3M $
17Sandisk Corp/DE 62,90040M $
18Maplebear Inc 280,03710.5M $
19Figma Inc 60,0001.3M $

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Sector breakdown

  • Technology 45.4 %
  • Consumer discretionary 24.3 %
  • Communication 19.2 %
  • 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

  • United States 94.3 %
  • Netherlands 5.7 %

Shares computed on the equity sleeve.

RankCountryLinesValueShare
1United States183B $94.28 %
2Netherlands1181.2M $5.72 %
Cite this page

Titelia. "Holdings of SCGE MANAGEMENT, L.P.". https://titelia.com/en/funds/US13F1537530