SCGE MANAGEMENT, L.P.

CIK

1537530

City

MENLO PARK

State / Country

Stock

SE — Sea Ltd

Top Portfolio Positions

20 positions · $3,247,525,914 total · as of Mar 31, 2026

Ticker	Company	Shares	Value (USD)	% of Portfolio
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%

24 quarters · across all stocks

Compact Export CSV

20 of 20 shown

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$146,987,750	1,775,000	0.0%	Shares	Sole	2026-05-15
2025-12-31	$226,436,750	1,775,000	+1.1%	Shares	Sole	2026-02-13
2025-06-30	$280,694,700	1,755,000	-18.8%	Shares	Sole	2025-08-14
2025-03-31	$281,858,400	2,160,000	+137.6%	Shares	Sole	2025-05-15
2024-12-31	$96,444,900	909,000	-59.7%	Shares	Sole	2025-02-14
2023-09-30	$99,099,163	2,254,816	0.0%	Shares	Sole	2023-11-14
2023-06-30	$130,869,520	2,254,816	-18.3%	Shares	Sole	2023-08-14
2023-03-31	$238,876,874	2,759,987	0.0%	Shares	Sole	2023-05-15
2022-12-31	$143,602,123	2,759,987	0.0%	Shares	Sole	2023-02-14
2022-09-30	$154,697,271	2,759,987	+35.0%	Shares	Sole	2022-11-14
2022-06-30	$136,716,397	2,044,816	-9.3%	Shares	Sole	2022-08-15
2022-03-31	$270,104,408	2,254,816	0.0%	Shares	Sole	2022-05-16
2021-12-31	$504,424,887	2,254,816	0.0%	Shares	Sole	2022-02-14
2021-09-30	$718,677,503	2,254,816	0.0%	Shares	Sole	2021-11-15
2021-06-30	$619,172,473	2,254,816	0.0%	Shares	Sole	2021-08-16
2021-03-31	$503,342,575	2,254,816	0.0%	Shares	Sole	2021-05-17
2020-12-31	$448,821,124	2,254,816	+2.8%	Shares	Sole	2021-02-17
2020-09-30	$337,886,740	2,193,500	0.0%	Shares	Sole	2020-11-16
2020-06-30	$235,230,940	2,193,500	+65.5%	Shares	Sole	2020-08-14
2020-03-31	$58,710,750	1,325,000	—	Shares	Sole	2020-05-15
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