SCGE MANAGEMENT, L.P.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q4 2025 ▲▼ | Q1 2026 ▲▼ | Change ▲▼ | Q4 2025 ▲▼ | Q1 2026 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| NETSKOPE INC(NTSK) | 0 | 10,950,921 | +10,950,921 | 0 | 92,973,319 | 2.82% | +92,973,319 |
| SANDISK CORP(SNDK) | 0 | 62,900 | +62,900 | 0 | 39,962,886 | 1.21% | +39,962,886 |
| FIGMA INC(FIG) | 60,000 | 60,000 | 0 | 2,242,200 | 1,268,400 | 0.04% | -973,800 |
| MAPLEBEAR INC(CART) | 280,037 | 280,037 | 0 | 12,596,064 | 10,490,186 | 0.32% | -2,105,878 |
| BROADCOM INC(AVGO) | 726,000 | 792,700 | +66,700 | 251,268,600 | 245,348,577 | 7.44% | -5,920,023 |
| CREDO TECHNOLOGY GROUP HOLDI ORDINARY SHARES | 570,000 | 664,100 | +94,100 | 82,017,300 | 62,339,067 | 1.89% | -19,678,233 |
| CHIME FINL INC(CHYM) | 4,420,841 | 4,181,827 | -239,014 | 111,272,568 | 78,325,620 | 2.37% | -32,946,948 |
| ALPHABET INC(GOOG) | 1,603,000 | 1,603,000 | 0 | 501,739,000 | 460,958,680 | 13.97% | -40,780,320 |
| TESLA INC(TSLA) | 407,000 | 371,600 | -35,400 | 183,036,040 | 138,142,300 | 4.19% | -44,893,740 |
| AMAZON COM INC(AMZN) | 1,291,000 | 1,178,600 | -112,400 | 297,988,620 | 245,467,022 | 7.44% | -52,521,598 |
| SERVICETITAN INC(TTAN) | 1,229,285 | 1,229,285 | 0 | 130,918,853 | 78,010,426 | 2.36% | -52,908,427 |
| SERVICENOW INC(NOW) | 1,135,000 | 1,135,000 | 0 | 173,870,650 | 118,664,250 | 3.60% | -55,206,400 |
| ASML HLDG NV N Y REGISTRY SHS | 228,000 | 137,200 | -90,800 | 243,928,080 | 181,217,876 | 5.49% | -62,710,204 |
| SEA LTD(SE) | 1,775,000 | 1,775,000 | 0 | 226,436,750 | 146,987,750 | 4.45% | -79,449,000 |
| META PLATFORMS INC(META) | 346,000 | 256,800 | -89,200 | 228,391,140 | 146,922,984 | 4.45% | -81,468,156 |
| KLARNA GROUP PLC(KLAR) | 5,266,524 | 5,266,524 | 0 | 152,255,209 | 68,938,799 | 2.09% | -83,316,410 |
| ZILLOW GROUP INC(Z) | 1,998,000 | 1,264,900 | -733,100 | 136,303,560 | 52,341,562 | 1.59% | -83,961,998 |
| CARVANA CO(CVNA) | 208,000 | 0 | -208,000 | 87,780,160 | 0 | — | -87,780,160 |
| NVIDIA CORPORATION(NVDA) | 3,325,000 | 3,033,700 | -291,300 | 620,112,500 | 529,077,280 | 16.03% | -91,035,220 |
| SNOWFLAKE INC(SNOW) | 797,000 | 535,000 | -262,000 | 174,829,920 | 80,688,700 | 2.45% | -94,141,220 |
| DOORDASH INC(DASH) | 1,594,000 | 1,594,000 | 0 | 361,009,120 | 239,339,100 | 7.25% | -121,670,020 |
| MICROSOFT CORP(MSFT) | 852,000 | 762,900 | -89,100 | 412,044,240 | 282,402,693 | 8.56% | -129,641,547 |