SCGE MANAGEMENT, L.P.
Clone Performance
Aug 2023–Aug 2026 · vs SPYHypothetical growth of buying every stock this filer reported holding, rebalancing on each filing and indexed to the same start. Option positions cannot be bought this way and are left out.
Estimate. 13F holdings are quarter-lagged, so the clone rebalances about 45 days after each period end — when the filing becomes public — and it excludes option and short positions. Returns use comparable raw closes and exclude dividends; a captured split can shorten the simulated window. It tracks 100% of reported value on average across 13 quarters. Past performance does not predict future results.
Portfolio Concentration
21 tracked positions · as of Jun 30, 2026 · Δ vs Mar 31, 2026Portfolio Trend
Sector Breakdown
As of Jun 30, 2026| Sector | % Portfolio | Value |
|---|---|---|
| Industrials | 49.2% | $2,901,433,461 |
| Technology | 28.6% | $1,688,990,510 |
| Consumer Cyclical | 11.5% | $676,140,019 |
| Communication Services | 8.9% | $523,570,008 |
| Financial Services | 1.8% | $106,594,445 |
Last Quarter's Activity
Export CSVAdded To
Positions the filer increased| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| SNDK | Sandisk Corp | +12,900 | 75,800 | $172,348,734 | |
| No positions match the current search. | |||||
Trimmed
Positions the filer reduced| Ticker | Company | Δ Shares | Shares | Value | Open |
|---|---|---|---|---|---|
| DASH | DoorDash, Inc. | −1,146,374 | 447,626 | $82,600,425 | |
| NVDA | Nvidia Corp | −659,100 | 2,374,600 | $475,133,714 | |
| GOOGL | Alphabet Inc. | −488,800 | 1,114,200 | $398,181,654 | |
| SNOW | Snowflake Inc. | −333,800 | 201,200 | $51,205,400 | |
| AVGO | Broadcom Inc. | −306,300 | 486,400 | $183,737,600 | |
| MSFT | Microsoft Corp | −129,600 | 633,300 | $236,233,566 | |
| AMZN | Amazon Com Inc | −99,100 | 1,079,500 | $257,288,030 | |
| TSLA | Tesla, Inc. | −62,800 | 308,800 | $129,881,280 | |
| META | Meta Platforms, Inc. | −34,200 | 222,600 | $125,388,354 | |
| ASML | Asml Holding NV | −30,500 | 106,700 | $212,273,237 | |
| No positions match the current search. | |||||
New Positions
Positions the filer opened this quarter| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| SPCX | Space Exploration Technologies Corp | 16,981,350 | $2,901,433,461 | |
| AMD | Advanced Micro Devices Inc | 111,500 | $64,771,465 | |
| CIEN | Ciena Corp | 89,000 | $43,659,840 | |
| CPNG | Coupang, Inc. | 2,088,200 | $36,272,034 | |
| MPWR | Monolithic Power Systems, Inc. | 18,300 | $25,297,188 | |
| NET | Cloudflare, Inc. | 100,800 | $24,724,224 | |
| No positions match the current search. | ||||
Sold Out
Positions the filer fully exited| Ticker | Company | Shares | Value | Open |
|---|---|---|---|---|
| NTSK | Netskope Inc | 10,950,921 | $92,973,319 | |
| CHYM | Chime Financial, Inc. | 4,181,827 | $78,325,619 | |
| CRDO | Credo Technology Group Holding Ltd | 664,100 | $62,339,067 | |
| ZG | Zillow Group, Inc. | 1,264,900 | $52,341,562 | |
| CART | Maplebear Inc. | 280,037 | $10,490,186 | |
| FIG | Figma, Inc. | 60,000 | $1,268,400 | |
| No positions match the current search. | ||||
| Ticker | Company | Type | Shares | Value (USD) | % of Portfolio | History |
|---|---|---|---|---|---|---|
| SPCX |
Space Exploration Technologies Corp
Industrials
|
NEW | 16,981,350 | $2,901,433,461 | 49.20% | |
| NVDA |
Nvidia Corp
Technology
|
Reduced | 2,374,600 | $475,133,714 | 8.06% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
Reduced | 1,114,200 | $398,181,654 | 6.75% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
Reduced | 1,079,500 | $257,288,030 | 4.36% | |
| MSFT |
Microsoft Corp
Technology
|
Reduced | 633,300 | $236,233,566 | 4.01% | |
| ASML |
Asml Holding NV
Technology
|
Reduced | 106,700 | $212,273,237 | 3.60% | |
| AVGO |
Broadcom Inc.
Technology
|
Reduced | 486,400 | $183,737,600 | 3.12% | |
| SNDK |
Sandisk Corp
Technology
|
Added | 75,800 | $172,348,734 | 2.92% | |
| SE |
Sea Ltd
Consumer Cyclical
|
Held | 1,775,000 | $170,098,250 | 2.88% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
Reduced | 308,800 | $129,881,280 | 2.20% | |
| META |
Meta Platforms, Inc.
Communication Services
|
Reduced | 222,600 | $125,388,354 | 2.13% | |
| NOW |
ServiceNow, Inc.
Technology
|
Held | 1,135,000 | $112,682,800 | 1.91% | |
| KLAR |
Klarna Group plc
Financial Services
|
Held | 5,266,524 | $106,594,445 | 1.81% | |
| TTAN |
ServiceTitan, Inc.
Technology
|
Held | 1,229,285 | $86,922,742 | 1.47% | |
| DASH |
DoorDash, Inc.
Consumer Cyclical
|
Reduced | 447,626 | $82,600,425 | 1.40% | |
| AMD |
Advanced Micro Devices Inc
Technology
|
NEW | 111,500 | $64,771,465 | 1.10% | |
| SNOW |
Snowflake Inc.
Technology
|
Reduced | 201,200 | $51,205,400 | 0.87% | |
| CIEN |
Ciena Corp
Technology
|
NEW | 89,000 | $43,659,840 | 0.74% | |
| CPNG |
Coupang, Inc.
Consumer Cyclical
|
NEW | 2,088,200 | $36,272,034 | 0.62% | |
| MPWR |
Monolithic Power Systems, Inc.
Technology
|
NEW | 18,300 | $25,297,188 | 0.43% | |
| NET |
Cloudflare, Inc.
Technology
|
NEW | 100,800 | $24,724,224 | 0.42% |
Covers the securities this platform tracks: U.S.-listed common stock and the put/call positions reported on it. A 13F can also report security types outside that coverage — preferred shares, bonds, warrants, untracked share classes — so the filing's own declared total can exceed the figures above. The source filing is linked at the top of this table.