SCGE MANAGEMENT, L.P. Diversified Active

Location: Menlo Park, CA

CIK: 0001537530 · Show all filings

Period: Q1 2026 (← Previous) (Next →)

Filing Date: May 15, 2026

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

Holdings (21)

NVDA NVIDIA CORPORATION 16.0%

Value $529M Shares 3,033,700 Est. Cost $126.25 Unrealized +47.8%

GOOGL ALPHABET INC 14.0%

Value $461M Shares 1,603,000 Est. Cost $285.60 Unrealized +13.2%

MSFT MICROSOFT CORP 8.6%

Value $282M Shares 762,900 Est. Cost $465.29 Unrealized -6.6%

AMZN AMAZON COM INC 7.4%

Value $245M Shares 1,178,600 Est. Cost $136.99 Unrealized +65.6%

AVGO BROADCOM INC 7.4%

Value $245M Shares 792,700 Est. Cost $198.91 Unrealized +68.0%

DASH DOORDASH INC 7.3%

Value $239M Shares 1,594,000 Est. Cost $212.64 Unrealized -7.5%

ASML ASML HLDG NV 5.5%

Value $181M Shares 137,200 Est. Cost $1012.28 Unrealized —

SE SEA LTD 4.5%

Value $147M Shares 1,775,000 Est. Cost $120.52 Unrealized —

META META PLATFORMS INC 4.5%

Value $147M Shares 256,800 Est. Cost $135.92 Unrealized +382.3%

TSLA TESLA INC 4.2%

Value $138M Shares 371,600 Est. Cost $443.29 Unrealized -3.9%

NOW SERVICENOW INC 3.6%

Value $119M Shares 1,135,000 Est. Cost $145.71 Unrealized -16.8%

NTSK NETSKOPE INC 2.8%

Value $92.97M Shares 10,950,921 Est. Cost $13.93 Unrealized 0.0%

SNOW SNOWFLAKE INC 2.4%

Value $80.69M Shares 535,000 Est. Cost $190.87 Unrealized +1.9%

CHYM CHIME FINL INC 2.4%

Value $78.33M Shares 4,181,827 Est. Cost $32.95 Unrealized -27.2%

TTAN SERVICETITAN INC 2.4%

Value $78.01M Shares 1,229,285 Est. Cost $104.38 Unrealized -22.6%

KLAR KLARNA GROUP PLC 2.1%

Value $68.94M Shares 5,266,524 Est. Cost $42.59 Unrealized -44.9%

CRDO CREDO TECHNOLOGY GROUP HOLDI 1.9%

Value $62.34M Shares 664,100 Est. Cost $150.60 Unrealized -12.8%

Z ZILLOW GROUP INC 1.6%

Value $52.34M Shares 1,264,900 Est. Cost $80.51 Unrealized -27.0%

SNDK SANDISK CORP 1.2%

Value $39.96M Shares 62,900 Est. Cost $516.50 Unrealized 0.0%

CART MAPLEBEAR INC 0.3%

Value $10.49M Shares 280,037 Est. Cost $30.31 Unrealized +26.2%

FIG FIGMA INC 0.0%

Value $1.268M Shares 60,000 Est. Cost $68.66 Unrealized -58.6%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NVDA	NVIDIA CORPORATION	3,033,700	$529M	16.0%	$126.25	+47.8%	COM	67066G104
GOOGL	ALPHABET INC	1,603,000	$461M	14.0%	$285.60	+13.2%	CAP STK CL A	02079K305
MSFT	MICROSOFT CORP	762,900	$282M	8.6%	$465.29	-6.6%	COM	594918104
AMZN	AMAZON COM INC	1,178,600	$245M	7.4%	$136.99	+65.6%	COM	023135106
AVGO	BROADCOM INC	792,700	$245M	7.4%	$198.91	+68.0%	COM	11135F101
DASH	DOORDASH INC	1,594,000	$239M	7.3%	$212.64	-7.5%	CL A	25809K105
ASML	ASML HLDG NV	137,200	$181M	5.5%	$1012.28	—	N Y REGISTRY SHS	N07059210
SE	SEA LTD	1,775,000	$147M	4.5%	$120.52	—	SPONSORD ADS	81141R100
META	META PLATFORMS INC	256,800	$147M	4.5%	$135.92	+382.3%	CL A	30303M102
TSLA	TESLA INC	371,600	$138M	4.2%	$443.29	-3.9%	COM	88160R101
NOW	SERVICENOW INC	1,135,000	$119M	3.6%	$145.71	-16.8%	COM	81762P102
NTSK	NETSKOPE INC	10,950,921	$92.97M	2.8%	$13.93	0.0%	CL A	64119N608
SNOW	SNOWFLAKE INC	535,000	$80.69M	2.4%	$190.87	+1.9%	COM SHS	833445109
CHYM	CHIME FINL INC	4,181,827	$78.33M	2.4%	$32.95	-27.2%	COM SHS CL A	16935C109
TTAN	SERVICETITAN INC	1,229,285	$78.01M	2.4%	$104.38	-22.6%	SHS CL A	81764X103
KLAR	KLARNA GROUP PLC	5,266,524	$68.94M	2.1%	$42.59	-44.9%	SHS	G5279N105
CRDO	CREDO TECHNOLOGY GROUP HOLDI	664,100	$62.34M	1.9%	$150.60	-12.8%	ORDINARY SHARES	G25457105
Z	ZILLOW GROUP INC	1,264,900	$52.34M	1.6%	$80.51	-27.0%	CL C CAP STK	98954M200
SNDK	SANDISK CORP	62,900	$39.96M	1.2%	$516.50	0.0%	COM	80004C200
CART	MAPLEBEAR INC	280,037	$10.49M	0.3%	$30.31	+26.2%	COM	565394103
FIG	FIGMA INC	60,000	$1.268M	0.0%	$68.66	-58.6%	CLASS A COM STK	316841105