SCGE MANAGEMENT, L.P. Diversified Active

Location: MENLO PARK, CA

CIK: 0001537530 · Show all filings

Period: Q1 2026 (← Previous)

Filing Date: May 15, 2026

Total Value: $3.3B (100.0% shares, 0.0% debt)

Holdings (21)

New Positions (2)

NTSK NETSKOPE INC 2.8%

Value $92.97M Shares 10,950,921 Est. Cost — Unrealized —

SNDK SANDISK CORP 1.2%

Value $39.96M Shares 62,900 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NTSK	NETSKOPE INC	10,950,921	$92.97M	2.8%	—	—	CL A	64119N608
SNDK	SANDISK CORP	62,900	$39.96M	1.2%	—	—	COM	80004C200

Increased Positions (2)

CRDO CREDO TECHNOLOGY GROUP HOLDI 1.9%

Value $62.34M (-24.0%) Shares 664,100 (+16.5%) Est. Cost — Unrealized —

AVGO BROADCOM INC 7.4%

Value $245M (-2.4%) Shares 792,700 (+9.2%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CRDO	CREDO TECHNOLOGY GROUP HOLDI	664,100 (+16.5%)	$62.34M (-24.0%)	1.9%	—	—	ORDINARY SHARES	G25457105
AVGO	BROADCOM INC	792,700 (+9.2%)	$245M (-2.4%)	7.4%	—	—	COM	11135F101

Exited Positions (1)

CVNA CARVANA CO 2.7%

Value $87.78M Shares 208,000 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
CVNA	CARVANA CO	208,000	$87.78M	2.7%	—	—	—	146869102

Decreased Positions (9)

MSFT MICROSOFT CORP 8.6%

Value $282M (-31.5%) Shares 762,900 (-10.5%) Est. Cost — Unrealized —

SNOW SNOWFLAKE INC 2.4%

Value $80.69M (-53.8%) Shares 535,000 (-32.9%) Est. Cost — Unrealized —

NVDA NVIDIA CORPORATION 16.0%

Value $529M (-14.7%) Shares 3,033,700 (-8.8%) Est. Cost — Unrealized —

Z ZILLOW GROUP INC 1.6%

Value $52.34M (-61.6%) Shares 1,264,900 (-36.7%) Est. Cost — Unrealized —

META META PLATFORMS INC 4.5%

Value $147M (-35.7%) Shares 256,800 (-25.8%) Est. Cost — Unrealized —

ASML ASML HLDG NV 5.5%

Value $181M (-25.7%) Shares 137,200 (-39.8%) Est. Cost — Unrealized —

AMZN AMAZON COM INC 7.4%

Value $245M (-17.6%) Shares 1,178,600 (-8.7%) Est. Cost — Unrealized —

TSLA TESLA INC 4.2%

Value $138M (-24.5%) Shares 371,600 (-8.7%) Est. Cost — Unrealized —

CHYM CHIME FINL INC 2.4%

Value $78.33M (-29.6%) Shares 4,181,827 (-5.4%) Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
MSFT	MICROSOFT CORP	762,900 (-10.5%)	$282M (-31.5%)	8.6%	—	—	COM	594918104
SNOW	SNOWFLAKE INC	535,000 (-32.9%)	$80.69M (-53.8%)	2.4%	—	—	COM SHS	833445109
NVDA	NVIDIA CORPORATION	3,033,700 (-8.8%)	$529M (-14.7%)	16.0%	—	—	COM	67066G104
Z	ZILLOW GROUP INC	1,264,900 (-36.7%)	$52.34M (-61.6%)	1.6%	—	—	CL C CAP STK	98954M200
META	META PLATFORMS INC	256,800 (-25.8%)	$147M (-35.7%)	4.5%	—	—	CL A	30303M102
ASML	ASML HLDG NV	137,200 (-39.8%)	$181M (-25.7%)	5.5%	—	—	N Y REGISTRY SHS	N07059210
AMZN	AMAZON COM INC	1,178,600 (-8.7%)	$245M (-17.6%)	7.4%	—	—	COM	023135106
TSLA	TESLA INC	371,600 (-8.7%)	$138M (-24.5%)	4.2%	—	—	COM	88160R101
CHYM	CHIME FINL INC	4,181,827 (-5.4%)	$78.33M (-29.6%)	2.4%	—	—	COM SHS CL A	16935C109

Unchanged Positions (8)

DASH DOORDASH INC 7.3%

Value $239M Shares 1,594,000 Est. Cost — Unrealized —

KLAR KLARNA GROUP PLC 2.1%

Value $68.94M Shares 5,266,524 Est. Cost — Unrealized —

SE SEA LTD 4.5%

Value $147M Shares 1,775,000 Est. Cost — Unrealized —

NOW SERVICENOW INC 3.6%

Value $119M Shares 1,135,000 Est. Cost — Unrealized —

TTAN SERVICETITAN INC 2.4%

Value $78.01M Shares 1,229,285 Est. Cost — Unrealized —

GOOGL ALPHABET INC 14.0%

Value $461M Shares 1,603,000 Est. Cost — Unrealized —

CART MAPLEBEAR INC 0.3%

Value $10.49M Shares 280,037 Est. Cost — Unrealized —

FIG FIGMA INC 0.0%

Value $1.268M Shares 60,000 Est. Cost — Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
DASH	DOORDASH INC	1,594,000	$239M	7.3%	—	—	CL A	25809K105
KLAR	KLARNA GROUP PLC	5,266,524	$68.94M	2.1%	—	—	SHS	G5279N105
SE	SEA LTD	1,775,000	$147M	4.5%	—	—	SPONSORD ADS	81141R100
NOW	SERVICENOW INC	1,135,000	$119M	3.6%	—	—	COM	81762P102
TTAN	SERVICETITAN INC	1,229,285	$78.01M	2.4%	—	—	SHS CL A	81764X103
GOOGL	ALPHABET INC	1,603,000	$461M	14.0%	—	—	CAP STK CL A	02079K305
CART	MAPLEBEAR INC	280,037	$10.49M	0.3%	—	—	COM	565394103
FIG	FIGMA INC	60,000	$1.268M	0.0%	—	—	CLASS A COM STK	316841105