SCGE MANAGEMENT, L.P.’s portfolio moves, tracked quarter by quarter, based on the fund’s SEC Form 13F filings. Institutional managers overseeing more than $100 million are required to disclose their U.S. equity holdings each quarter, and this page compiles those disclosures into an ongoing record of what SCGE MANAGEMENT, L.P. has been buying and trimming over time. Because 13F filings report a snapshot of holdings as of the end of the reporting period rather than exact trade dates, all activity below is described as occurring during the quarter ending 2026-03-31, without implying a specific transaction day.
New positions added this quarter
During the quarter ending 2026-03-31, SCGE MANAGEMENT, L.P. opened two new positions. The fund started a stake in NETSKOPE INC (NTSK) valued at $92,973,319, and a smaller stake in SANDISK CORP (SNDK) worth $39,962,886. New additions like these are often the first thing readers look for when tracking a manager’s changing outlook, since they mark stocks entering the portfolio for the first time in the filing record.
Positions trimmed or exited
The bulk of this quarter’s activity involved reductions across a wide swath of the existing portfolio. SCGE MANAGEMENT, L.P. fully exited its position in CARVANA CO (CVNA), which had previously been worth $87,780,160. Beyond that full exit, the fund reduced numerous other holdings rather than adding to them. Notable trims include ALPHABET INC (GOOGL) down 8% to $460,958,680, AMAZON COM INC (AMZN) down 18% to $245,467,022, and NVIDIA CORPORATION (NVDA) down 15% to $529,077,280 — still among the fund’s largest disclosed positions. MICROSOFT CORP (MSFT) was cut 31% to $282,402,693, META PLATFORMS INC (META) fell 36% to $146,922,984, and DOORDASH INC (DASH) dropped 34% to $239,339,100.
Other reductions this quarter included SEA LTD (SE), down 35% to $146,987,750; SERVICENOW INC (NOW), down 32% to $118,664,250; SNOWFLAKE INC (SNOW), down 54% to $80,688,700; and TESLA INC (TSLA), down 25% to $138,142,300. The fund also trimmed CHIME FINL INC by 30% to $78,325,620, SERVICETITAN INC (TTAN) by 40% to $78,010,426, ZILLOW GROUP INC (ZG) by 62% to $52,341,562, and KLARNA GROUP PLC (KLAR) by 55% to $68,938,799. Rounding out the quarter, ASML HLDG NV was reduced 26% to $181,217,876, CREDO TECHNOLOGY GROUP HOLDI fell 24% to $62,339,067, and MAPLEBEAR INC (CART) declined 17% to $10,490,186.
Check back each quarter as this profile is updated with SCGE MANAGEMENT, L.P.’s latest disclosed 13F moves, giving a running view of how the fund’s holdings shift over time.
Source: SEC Form 13F filings. This page updates every quarter.