SCGE MANAGEMENT, L.P.

Q3 2026 13F-HR Holdings

Location
Menlo Park, CA
Holdings as of
9/30/2026
Date filed
11/13/2026
Form type
13F-HR
Num holdings
21
Total value ($000)
$4,826,854
Net value change ($000)
-1,069,874 (-18.1%)
New positions
4
Sold out positions
4
Turnover %
13.7%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q2 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)
MELI 120,997 NEW
MSFT 69,454 29.4%
SNOW 61,495 120.1%
ARM 54,224 NEW
OKTA 47,175 NEW
NOW 39,418 35.0%
SK HYNIX INC 36,830 NEW
META 20,953 16.7%
CIEN 14,144 32.4%
Top Reduces (Value $000, Stocks/ETFs)
SPACE EXPLORATION TECHN CORP -531,500 -18.3%
SE -170,098 -100.0%
NVDA -149,944 -31.6%
KLAR -106,594 -100.0%
AVGO -93,026 -50.6%
TTAN -86,923 -100.0%
GOOGL -84,691 -21.3%
SNDK -84,311 -48.9%
ASML -84,188 -39.7%
TSLA -37,134 -28.6%
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