SCGE MANAGEMENT, L.P.

Q1 2026 13F-HR Holdings

Location
Menlo Park, CA
Holdings as of
3/31/2026
Date filed
5/15/2026
Form type
13F-HR
Num holdings
21
Total value ($000)
$3,299,867
Net value change ($000)
-1,090,174 (-24.8%)
New positions
2
Sold out positions
1
Turnover %
6.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q4 2025
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
NTSK 92,973 NEW
SNDK 39,963 NEW
Top Reduces (Value $000, Stocks/ETFs)
MSFT -129,641 -31.5%
DASH -121,670 -33.7%
SNOW -94,141 -53.8%
NVDA -91,036 -14.7%
CVNA -87,780 -100.0%
ZG -83,962 -61.6%
KLAR -83,316 -54.7%
META -81,468 -35.7%
SE -79,449 -35.1%
ASML -62,710 -25.7%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type