SCGE MANAGEMENT, L.P.
Registered adviserRegulatory profile
From Form ADV, the SEC filer profile, 13D/13G type codes and N-CEN, never from the name.
| Rosters | Regulatory AUM | Main clients |
|---|---|---|
| Apr 2026 to Oct 2026 | $10,395,355,198 | Pooled investment vehicles (100%) |
| Apr 2025 to Mar 2026 | $9,845,893,062 | Pooled investment vehicles (100%) |
| Apr 2024 to Mar 2025 | $8,760,548,303 | Pooled investment vehicles (100%) |
| Jun 2023 to Mar 2024 | $8,074,746,000 | Pooled investment vehicles (100%) |
| May 2023 | $8,074,746,000 | Pooled investment vehicles (100%) |
| Apr 2023 | $8,074,746,000 | Pooled investment vehicles (100%) |
In the firm's words
- Fundamental active:
The investment strategy for the Main Fund is based on both thematic and fundamental, bottom-up research of businesses and industries.
- Growth:
The Main Fund’s long positions will primarily be securities issued by companies that the Adviser believes fall into one of the following categories: (i) growth companies capitalizing on rapidly expanding markets in which the company’s competitive position provides it the opportunity to earn high returns on capital for an extended period of time; or (ii) stable or slower growth businesses with strong competitive positions that are undergoing changes due to management or industry structure that should enhance the position of the business.
- Long/short hedge:
The Main Fund initiates short positions primarily to generate a positive absolute return and does not seek to manage short-term market volatility.
- Private markets:
The Main Fund’s investments span from late-stage private companies to public companies.
Portfolio style
Measured from the filed 13F common-share book for Jun 30, 2026, never from the firm's own description.
Closest benchmark: the Nasdaq-100 as of 2026-06-30, active share 67.0%; sector active share 43.8% against the combined 13F book's sector weights.
Over time 26 measured quarters
How the bands are measured
Style bands measure the filed 13F common-share book each closed quarter, tested in this order. Unknown: under $10,000,000 of valued equity or 5 stocks. Index-like (100+ stocks): active share of 20% or less against the closest benchmark, which is the S&P 500, S&P MidCap 400, S&P SmallCap 600, Russell 1000, Russell 2000, Nasdaq-100 or Dow Jones Industrial Average (weighted by an index-tracking fund's reported holdings or the index's constituents nearest the quarter end, over the names resolved to companies, and only when those are 90%+ of its weight) or every 13F filer's combined book, or index series holding 80%+ of the registered fund assets it advises (N-CEN) and equal to 50%+ of its book. Systematic-like: 500+ stocks, 100%+ annual turnover and a top 10 weight of 25% or less. Concentrated: a top 10 weight of 60%+ or 12 or fewer effective positions. Diversified active: none of these. Turnover is the smaller of buys and sells over average equity value, summed over four quarters: low under 30%, high 100%+. Horizon is the value-weighted number of quarters each position has been held: short under 4, long 12+.
Clone Performance
Build a hypothetical price-return history from this filer's public 13F holdings.
View clone backtestPortfolio 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 | |
| Z | 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.