AI Portfolio Summary
In 2026 Q1, SCGE MANAGEMENT, L.P. maintained a portfolio of 22 distinct positions. The most significant new addition to the portfolio was NETSKOPE INC, which now represents 2.82% of the total fund value. They heavily accumulated shares in BROADCOM INC, increasing their position by 9.2%. Conversely, SCGE MANAGEMENT, L.P. completely exited their position in CARVANA CO.
Total Positions
22
Quarter
2026 Q1
Top Holding
NVDA (16.0%)
Top 10 Concentration
79.3%
Turnover Rate
23.4%
Sector HHI
0.18
Items per page:
Showing 1-22 of 22
| Stock | History | Sector / Type | Port % | Prev % | Rank / Prev | Conviction | Change | % Change | Influence | Shares | Mkt Value | Avg Cost | Price Held | 1st Owned | Source | Source Date | Date Reported |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
|
NVDA
NVIDIA CORPORAT...
|
Technology | 16.03% | 14.13% |
#1
Prev: #1
|
6.5 | -291,300 | -8.8% |
P
S
|
3,033,700 | $529,077,280 | 2017 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
GOOGL
ALPHABET INC
|
Communication Services | 13.97% | 11.43% |
#2
Prev: #2
|
6.5 | no change | no change |
P
S
|
1,603,000 | $460,958,680 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
MSFT
MICROSOFT CORP
|
Technology | 8.56% | 9.39% |
#3
Prev: #3
|
4.9 | -89,100 | -10.5% |
P
S
|
762,900 | $282,402,693 | 2016 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AMZN
AMAZON COM INC
|
Consumer Cyclical | 7.44% | 6.79% |
#4
1
Prev: #5
|
4.0 | -112,400 | -8.7% |
P
S
|
1,178,600 | $245,467,022 | 2012 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
AVGO
BROADCOM INC
|
Technology | 7.44% | 5.72% |
#5
1
Prev: #6
|
5.5 | 66,700 | 9.2% |
P
S
|
792,700 | $245,348,577 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
DASH
DOORDASH INC
|
Consumer Cyclical | 7.25% | 8.22% |
#6
2
Prev: #4
|
3.9 | no change | no change |
P
S
|
1,594,000 | $239,339,100 | 2020 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
ASML
ASML HLDG NV
|
Technology | 5.49% | 5.56% |
#7
Prev: #7
|
2.2 | -90,800 | -39.8% |
P
S
|
137,200 | $181,217,876 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SE
SEA LTD
|
Consumer Cyclical | 4.45% | 5.16% |
#8
1
Prev: #9
|
2.8 | no change | no change |
P
S
|
1,775,000 | $146,987,750 | 2020 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
META
META PLATFORMS ...
|
Communication Services | 4.45% | 5.20% |
#9
1
Prev: #8
|
1.8 | -89,200 | -25.8% |
P
S
|
256,800 | $146,922,984 | 2013 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TSLA
TESLA INC
|
Consumer Cyclical | 4.19% | 4.17% |
#10
Prev: #10
|
2.2 | -35,400 | -8.7% |
P
S
|
371,600 | $138,142,300 | 2023 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NOW
SERVICENOW INC
|
Technology | 3.60% | 3.96% |
#11
1
Prev: #12
|
2.4 | no change | no change |
P
S
|
1,135,000 | $118,664,250 | 2012 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
NTSK
NETSKOPE INC
|
Technology | 2.82% | — |
#12
Prev: #—
|
4.6 | 10,950,921 | no change |
NEW
|
10,950,921 | $92,973,319 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SNOW
SNOWFLAKE INC
|
Technology | 2.45% | 3.98% |
#13
2
Prev: #11
|
1.0 | -262,000 | -32.9% |
P
S
|
535,000 | $80,688,700 | 2020 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CHYM
CHIME FINL INC
|
Technology | 2.37% | 2.53% |
#14
2
Prev: #16
|
1.4 | -239,014 | -5.4% |
P
S
|
4,181,827 | $78,325,620 | 2025 Q2 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
TTAN
SERVICETITAN IN...
|
Technology | 2.36% | 2.98% |
#15
Prev: #15
|
1.9 | no change | no change |
P
S
|
1,229,285 | $78,010,426 | 2024 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
N/A
KLARNA GROUP PL...
|
—
|
Unknown | 2.09% | 3.47% |
#16
3
Prev: #13
|
1.8 | no change | no change |
P
S
|
5,266,524 | $68,938,799 | — | 13F Filing | 2026-03-31 | 2026-05-15 | ||
|
CRDO
CREDO TECHNOLOG...
|
Technology | 1.89% | 1.87% |
#17
1
Prev: #18
|
2.8 | 94,100 | 16.5% |
P
S
|
664,100 | $62,339,067 | 2025 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
Z
ZILLOW GROUP IN...
|
Communication Services | 1.59% | 3.10% |
#18
4
Prev: #14
|
0.6 | -733,100 | -36.7% |
P
S
|
1,264,900 | $52,341,562 | 2014 Q4 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
SNDK
SANDISK CORP
|
Technology | 1.21% | — |
#19
Prev: #—
|
4.0 | 62,900 | no change |
NEW
|
62,900 | $39,962,886 | 2026 Q1 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CART
MAPLEBEAR INC
|
Consumer Cyclical | 0.32% | 0.29% |
#20
1
Prev: #19
|
1.1 | no change | no change |
P
S
|
280,037 | $10,490,186 | 2023 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
FIG
FIGMA INC
|
Technology | 0.04% | 0.05% |
#21
1
Prev: #20
|
1.0 | no change | no change |
P
S
|
60,000 | $1,268,400 | 2025 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 | |||
|
CVNA
CARVANA CO
|
Consumer Cyclical | 0.00% | 2.00% |
Sold All 😨
(Was: #17) |
0.0 | -208,000 | -100.0% |
CLOSED
|
— | $— | 2021 Q3 | 13F Filing | 2026-03-31 | 2026-05-15 |
Showing 1-22 of 22 holdings