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The Analysis of SCGE MANAGEMENT, L.P.'s Holdings & P&L

Currently, SCGE MANAGEMENT, L.P. holds 21 types of securities in its portfolio with a total value $3.3B. In the most recent quarter, they have increased their positions in NTSK (+11.0M shares, valued at $93.0M), SNDK (+62.9K shares, valued at $40.0M), N/A (+66.7K shares, valued at $20.6M); decreased their positions in ASML (-90.8K shares, valued at $119.9M), META (-89.2K shares, valued at $51.0M), NVDA (-291.3K shares, valued at $50.8M); initiated new positions in NTSK (+11.0M shares, valued at $93.0M), SNDK (+62.9K shares, valued at $40.0M).

1M P&L

-206.0M-5.78%

3M P&L

-116.4M-3.35%

HY P&L

-405.6M-10.77%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1Internet Content & Information725.7M

20.0%

2Semiconductors702.1M

19.3%

3Software - Application593.1M

16.3%

Top Industries by Stock Count

1Software - Application5 stocks

27.8%

2Internet Retail3 stocks

16.7%

3Internet Content & Information3 stocks

16.7%

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Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION3.0M shares-8.76%2026-03-312026-05-15

ALPHABET INC ALPHABET INC1.6M shares0.00%2026-03-312026-05-15

MSFT MICROSOFT CORP762.9K shares-10.46%2026-03-312026-05-15

AMZN AMAZON COM INC1.2M shares-8.71%2026-03-312026-05-15

BROADCOM INC BROADCOM INC792.7K shares9.19%2026-03-312026-05-15

DASH DOORDASH INC1.6M shares0.00%2026-03-312026-05-15

ASML ASML HLDG NV137.2K shares-39.82%2026-03-312026-05-15

SE SEA LTD1.8M shares0.00%2026-03-312026-05-15

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META META PLATFORMS INC256.8K shares-25.78%2026-03-312026-05-15

TSLA TESLA INC371.6K shares-8.70%2026-03-312026-05-15

NOW SERVICENOW INC1.1M shares0.00%2026-03-312026-05-15

NTSK NETSKOPE INC11.0M sharesnew addition2026-03-312026-05-15

SNOW SNOWFLAKE INC535.0K shares-32.87%2026-03-312026-05-15

CHYM CHIME FINL INC4.2M shares-5.41%2026-03-312026-05-15

TTAN SERVICETITAN INC1.2M shares0.00%2026-03-312026-05-15

KLAR KLARNA GROUP PLC5.3M shares0.00%2026-03-312026-05-15

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CRDO CREDO TECHNOLOGY GROUP HOLDI664.1K shares16.51%2026-03-312026-05-15

Z ZILLOW GROUP INC1.3M shares-36.69%2026-03-312026-05-15

SNDK SANDISK CORP62.9K sharesnew addition2026-03-312026-05-15

CART MAPLEBEAR INC280.0K shares0.00%2026-03-312026-05-15

FIG FIGMA INC60.0K shares0.00%2026-03-312026-05-15

NVDA

NVIDIA CORPORATION

-8.76%

Shares3.0M

Event2026-03-31

Filed2026-05-15

ALPHABET INC

0.00%

Shares1.6M

Event2026-03-31

Filed2026-05-15

MSFT

MICROSOFT CORP

-10.46%

Shares762.9K

Event2026-03-31

Filed2026-05-15

AMZN

AMAZON COM INC

-8.71%

Shares1.2M

Event2026-03-31

Filed2026-05-15

BROADCOM INC

9.19%

Shares792.7K

Event2026-03-31

Filed2026-05-15

DASH

DOORDASH INC

0.00%

Shares1.6M

Event2026-03-31

Filed2026-05-15

ASML

ASML HLDG NV

-39.82%

Shares137.2K

Event2026-03-31

Filed2026-05-15

SEA LTD

0.00%

Shares1.8M

Event2026-03-31

Filed2026-05-15