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SCGE MANAGEMENT, L.P.

Period ended Jun 30, 2026 · Latest filing Aug 14, 2026

These quarterly holdings are delayed and may not include all assets or short positions. Values are from the reporting date, not current prices or purchase costs. The same security may appear in multiple rows.

Source: SEC

Reported portfolio value

Quarter-end reported holdings; not current value or investment performance.

View reported values
  • Jun 30, 2026: $5,896,728,454

More quarters will appear as history becomes available.

Top holdings

Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.

View top holdings values
  1. SPACE EXPLORATION TECHN CORP · CLASS A COM STK · 84615Q103 · shares: $2,901,433,460
  2. NVIDIA CORPORATION · COM · 67066G104 · shares: $475,133,714
  3. ALPHABET INC · CAP STK CL A · 02079K305 · shares: $398,181,654
  4. AMAZON COM INC · COM · 023135106 · shares: $257,288,030
  5. MICROSOFT CORP · COM · 594918104 · shares: $236,233,566
  6. ASML HLDG NV · N Y REGISTRY SHS · N07059210 · shares: $212,273,248
  7. BROADCOM INC · COM · 11135F101 · shares: $183,737,600
  8. SANDISK CORP · COM · 80004C200 · shares: $172,348,734
  9. SEA LTD · SPONSORD ADS · 81141R100 · shares: $170,098,250
  10. TESLA INC · COM · 88160R101 · shares: $129,881,280

Reported holdings

21 reported entries
IssuerClassCUSIPTypeShares / principalReported value (USD)
SPACE EXPLORATION TECHN CORPCLASS A COM STK84615Q103 — 16,981,350 shares $2,901,433,460
NVIDIA CORPORATIONCOM67066G104 — 2,374,600 shares $475,133,714
ALPHABET INCCAP STK CL A02079K305 — 1,114,200 shares $398,181,654
AMAZON COM INCCOM023135106 — 1,079,500 shares $257,288,030
MICROSOFT CORPCOM594918104 — 633,300 shares $236,233,566
ASML HLDG NVN Y REGISTRY SHSN07059210 — 106,700 shares $212,273,248
BROADCOM INCCOM11135F101 — 486,400 shares $183,737,600
SANDISK CORPCOM80004C200 — 75,800 shares $172,348,734
SEA LTDSPONSORD ADS81141R100 — 1,775,000 shares $170,098,250
TESLA INCCOM88160R101 — 308,800 shares $129,881,280
META PLATFORMS INCCL A30303M102 — 222,600 shares $125,388,354
SERVICENOW INCCOM81762P102 — 1,135,000 shares $112,682,800
KLARNA GROUP PLCSHSG5279N105 — 5,266,524 shares $106,594,445
SERVICETITAN INCSHS CL A81764X103 — 1,229,285 shares $86,922,742
DOORDASH INCCL A25809K105 — 447,626 shares $82,600,426
ADVANCED MICRO DEVICES INCCOM007903107 — 111,500 shares $64,771,465
SNOWFLAKE INCCOM SHS833445109 — 201,200 shares $51,205,400
CIENA CORPCOM NEW171779309 — 89,000 shares $43,659,840
COUPANG INCCL A22266T109 — 2,088,200 shares $36,272,034
MONOLITHIC PWR SYS INCCOM609839105 — 18,300 shares $25,297,188
CLOUDFLARE INCCL A COM18915M107 — 100,800 shares $24,724,224