SCGE MANAGEMENT, L.P.

Q2 2026 13F-HR Holdings

Location
Menlo Park, CA
Holdings as of
6/30/2026
Date filed
8/14/2026
Form type
13F-HR
Num holdings
21
Total value ($000)
$5,896,728
Net value change ($000)
+2,596,861 (78.7%)
New positions
6
Sold out positions
6
Turnover %
57.6%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q1 2026
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)
SPACE EXPLORATION TECHN CORP 2,901,433 NEW
SNDK 132,386 331.3%
AMD 64,771 NEW
CIEN 43,660 NEW
KLAR 37,655 54.6%
CPNG 36,272 NEW
ASML 31,055 17.1%
MPWR 25,297 NEW
NET 24,724 NEW
SE 23,110 15.7%
Top Reduces (Value $000, Stocks/ETFs)
DASH -156,739 -65.5%
NTSK -92,973 -100.0%
CHYM -78,326 -100.0%
GOOGL -62,777 -13.6%
CRDO -62,339 -100.0%
AVGO -61,611 -25.1%
NVDA -53,943 -10.2%
ZG -52,342 -100.0%
MSFT -46,169 -16.3%
SNOW -29,484 -36.5%
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