SCGE MANAGEMENT, L.P.
Top Portfolio Positions
20 positions ·
$3,247,525,914 total
· as of Mar 31, 2026
| Ticker | Company | Shares | Value (USD) | % of Portfolio | Open |
|---|---|---|---|---|---|
| NVDA |
Nvidia Corp
Technology
|
3,033,700 | $529,077,280 | 16.29% | |
| GOOGL |
Alphabet Inc.
Communication Services
|
1,603,000 | $460,958,680 | 14.19% | |
| MSFT |
Microsoft Corp
Technology
|
762,900 | $282,402,693 | 8.70% | |
| AMZN |
Amazon Com Inc
Consumer Cyclical
|
1,178,600 | $245,467,022 | 7.56% | |
| AVGO |
Broadcom Inc.
Technology
|
792,700 | $245,348,577 | 7.55% | |
| DASH |
DoorDash, Inc.
Consumer Cyclical
|
1,594,000 | $239,339,100 | 7.37% | |
| ASML |
Asml Holding NV
Technology
|
137,200 | $181,217,876 | 5.58% | |
| SE |
Sea Ltd
Consumer Cyclical
|
1,775,000 | $146,987,750 | 4.53% | |
| META |
Meta Platforms, Inc.
Communication Services
|
256,800 | $146,922,984 | 4.52% | |
| TSLA |
Tesla, Inc.
Consumer Cyclical
|
371,600 | $138,142,300 | 4.25% |
Portfolio Trend
Holdings in NTSK
Shares Held
Position Value (USD)
2 quarters on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-03-31 | $92,973,319 | 10,950,921 | Shares | Sole | 2026-05-15 | |
| 2025-09-30 | $9,092,000 | 400,000 | Shares | Sole | 2026-02-13 | |
| No 13F history on record for this holder in this stock. | ||||||