SCGE MANAGEMENT, L.P.

CIK

1537530

City

MENLO PARK

State / Country

CA

Stock

SNOW — Snowflake Inc.

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

25 quarters · across all stocks

Holdings in SNOW

Compact Export CSV

Shares Held

Position Value (USD)

14 quarters on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-03-31	$80,688,700	535,000	-32.9%	Shares	Sole	2026-05-15
2025-12-31	$174,829,920	797,000	-10.8%	Shares	Sole	2026-02-13
2025-09-30	$201,416,150	893,000	+42.2%	Shares	Sole	2026-02-13
2025-06-30	$140,527,560	628,000	-13.0%	Shares	Sole	2025-08-14
2022-12-31	$103,637,602	722,012	0.0%	Shares	Sole	2023-02-14
2022-09-30	$122,713,159	722,012	0.0%	Shares	Sole	2022-11-14
2022-06-30	$100,402,988	722,012	0.0%	Shares	Sole	2022-08-15
2022-03-31	$165,434,609	722,012	0.0%	Shares	Sole	2022-05-16
2021-12-31	$244,581,565	722,012	0.0%	Shares	Sole	2022-02-14
2021-09-30	$218,358,089	722,012	0.0%	Shares	Sole	2021-11-15
2021-06-30	$174,582,501	722,012	0.0%	Shares	Sole	2021-08-16
2021-03-31	$165,542,911	722,012	0.0%	Shares	Sole	2021-05-17
2020-12-31	$203,174,176	722,012	0.0%	Shares	Sole	2021-02-17
2020-09-30	$181,225,012	722,012	—	Shares	Sole	2020-11-16
No 13F history on record for this holder in this stock.