§ 13F · FUND PROFILE
SCGE MANAGEMENT, L.P..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $5.1B (13F)Positions · 24Turnover · — · Q1Filed · May 15, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$133M deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q1 2026
FILED MAY 15, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q1 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 3.03M | $529M | 16.0% | −9% |
| 2 | GOOGL | ALPHABET INC | 1.60M | $461M | 14.0% | ±0% |
| 3 | MSFT | MICROSOFT CORP | 763K | $282M | 8.6% | −10% |
| 4 | AMZN | AMAZON COM INC | 1.18M | $245M | 7.4% | −9% |
| 5 | AVGO | BROADCOM INC | 793K | $245M | 7.4% | +9% |
| 6 | DASH | DOORDASH INC | 1.59M | $239M | 7.3% | ±0% |
| 7 | ASML | ASML HLDG NV | 137K | $181M | 5.5% | −40% |
| 8 | SE | SEA LTD | 1.77M | $147M | 4.5% | ±0% |
| 9 | META | META PLATFORMS INC | 257K | $147M | 4.5% | −26% |
| 10 | TSLA | TESLA INC | 372K | $138M | 4.2% | −9% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SCGE SIGNAL
AC read
SCGE MANAGEMENT, L.P. is a Other fund managing $5.1 billion in assets. The fund runs a focused portfolio of just 24 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q1 2026
Steady book
+0 buys · −0 exits · 0 changed
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed