SCGE MANAGEMENT, L.P. 13F: Quarter-over-Quarter Portfolio Changes
Scge Management, L.P. reported a disclosed portfolio value of approximately $5.9 billion in its latest SEC Form 13F-HR filing for Q2 2026, up 78.7% quarter on quarter. Over the quarter, the fund initiated 6 new positions, bought more shares in 1 holding, trimmed 10 holdings, and exited 6 positions.
Scge Management, L.P.'s top buy was a new stake in Space Exploration Technology (SPCX), equal to 49.2% of the disclosed portfolio. Its top sell was DoorDash (DASH). The fund sold 71.9% of its previously reported shares, reducing the position's portfolio weight by 5.9 percentage points.
New PositionsQ2 2026
Securities disclosed for the first time in Q2 2026 that were not present in the prior 13F-HR filing.
| Company | Ticker | Initial Portfolio Weight | History |
|---|---|---|---|
| SPACE EXPLORATION TECHNOLOGY | SPCX | 49.2% | History → |
| ADVANCED MICRO DEVICES INC | AMD | 1.1% | Holders → |
| CIENA CORP | CIEN | 0.7% | Holders → |
| COUPANG INC | CPNG | 0.6% | Holders → |
| MONOLITHIC POWER SYSTEMS | MPWR | 0.4% | Holders → |
| CLOUDFLARE INC | NET | 0.4% | Holders → |
Top BuysQ2 2026
The fund's top buys among existing positions in Q2 2026. Ranked by portfolio-weight impact, with the percentage of additional shares shown separately.
| Company | Ticker | Portfolio Weight Change | More Shares | History |
|---|---|---|---|---|
| SANDISK CORP | SNDK | +1.7% | +20.5% | History → |
Top SellsQ2 2026
The fund's top sells among positions it retained in Q2 2026. Ranked by portfolio-weight impact. Full exits are listed separately.
| Company | Ticker | Portfolio Weight Change | Shares Sold | History |
|---|---|---|---|---|
| DOORDASH INC | DASH | -5.9% | 71.9% | Holders → |
| SNOWFLAKE INC | SNOW | -1.6% | 62.4% | Holders → |
| BROADCOM | AVGO | -4.3% | 38.6% | History → |
| ALPHABET INC | GOOGL | -7.2% | 30.5% | History → |
| ASML HOLDING NV NY REG SHS | ASML | -1.9% | 22.2% | History → |
| NVIDIA CORPORATION | NVDA | -8.0% | 21.7% | History → |
| MICROSOFT CORP | MSFT | -4.6% | 17.0% | History → |
| TESLA | TSLA | -2.0% | 16.9% | History → |
| META PLATFORMS INC | META | -2.3% | 13.3% | Holders → |
| AMAZON COM INC | AMZN | -3.1% | 8.4% | History → |
Full ExitsQ2 2026
Positions present in the prior 13F-HR filing that no longer appear in Q2 2026.
| Company | Ticker | Last-Reported Portfolio Weight |
|---|---|---|
| NETSKOPE INC | NTSK | 2.8% |
| CHIME FINL INC | CHYM | 2.4% |
| CREDO TECHNOLOGY GROUP HOLDI | CRDO | 1.9% |
| ZILLOW GROUP INC | Z | 1.6% |
| MAPLEBEAR INC | CART | 0.3% |
| FIGMA INC | FIG | 0.0% |
Net Portfolio Value ChangeQ2 2026
- $3.3BPrior quarter
- $5.9BCurrent quarter
- +$2.6BNet delta
- +78.7%% change
Methodology & FAQ
How SCGE MANAGEMENT, L.P. Quarterly Changes Are Computed
All deltas are sourced from sequential SEC Form 13F-HR filings for SCGE MANAGEMENT, L.P.: each row joins the most recent filing against the immediately preceding quarterly filing for the same fund. Share-count changes reflect reported trading activity, while portfolio weights can also move because of market price changes. Portfolio weights are normalized to exclude listed options for comparability. A complete description, including how confidential treatment filings are handled, is documented in the Methodology.
What stocks did SCGE MANAGEMENT, L.P. buy in Q2 2026?
In Q2 2026, SCGE MANAGEMENT, L.P. initiated 6 new positions (SPACE EXPLORATION TECHNOLOGY (SPCX), ADVANCED MICRO DEVICES INC (AMD), CIENA CORP (CIEN), COUPANG INC (CPNG), MONOLITHIC POWER SYSTEMS (MPWR), CLOUDFLARE INC (NET)); bought more shares of SANDISK CORP (SNDK).
What stocks did SCGE MANAGEMENT, L.P. sell in Q2 2026?
In Q2 2026, SCGE MANAGEMENT, L.P. fully sold 6 positions (NETSKOPE INC (NTSK), CHIME FINL INC (CHYM), CREDO TECHNOLOGY GROUP HOLDI (CRDO), ZILLOW GROUP INC (Z), MAPLEBEAR INC (CART), FIGMA INC (FIG)); reduced holdings in DOORDASH INC (DASH), SNOWFLAKE INC (SNOW), BROADCOM (AVGO), ALPHABET INC (GOOGL), ASML HOLDING NV NY REG SHS (ASML) (the largest 5 of 10 reductions).
Which positions did SCGE MANAGEMENT, L.P. initiate in Q2 2026?
SCGE MANAGEMENT, L.P. established 6 new positions in Q2 2026: SPACE EXPLORATION TECHNOLOGY (SPCX, 49.2%), ADVANCED MICRO DEVICES INC (AMD, 1.1%), CIENA CORP (CIEN, 0.7%), COUPANG INC (CPNG, 0.6%), MONOLITHIC POWER SYSTEMS (MPWR, 0.4%), CLOUDFLARE INC (NET, 0.4%).
Which existing positions saw the largest allocation increases for SCGE MANAGEMENT, L.P. in Q2 2026?
Of 1 existing position with share-count increases in Q2 2026, the largest were: SANDISK CORP (SNDK, +1.7% weight, +20.5% shares).
Which positions did SCGE MANAGEMENT, L.P. fully exit in Q2 2026?
SCGE MANAGEMENT, L.P. fully exited 6 positions in Q2 2026: NETSKOPE INC (NTSK, last-reported weight 2.8%), CHIME FINL INC (CHYM, last-reported weight 2.4%), CREDO TECHNOLOGY GROUP HOLDI (CRDO, last-reported weight 1.9%), ZILLOW GROUP INC (Z, last-reported weight 1.6%), MAPLEBEAR INC (CART, last-reported weight 0.3%), FIGMA INC (FIG, last-reported weight 0.0%).
Which existing positions saw the largest allocation reductions for SCGE MANAGEMENT, L.P. in Q2 2026?
Of 10 existing positions with share-count reductions in Q2 2026, the largest were: DOORDASH INC (DASH, -5.9% weight, -71.9% shares), SNOWFLAKE INC (SNOW, -1.6% weight, -62.4% shares), BROADCOM (AVGO, -4.3% weight, -38.6% shares), ALPHABET INC (GOOGL, -7.2% weight, -30.5% shares), ASML HOLDING NV NY REG SHS (ASML, -1.9% weight, -22.2% shares), NVIDIA CORPORATION (NVDA, -8.0% weight, -21.7% shares), MICROSOFT CORP (MSFT, -4.6% weight, -17.0% shares), TESLA (TSLA, -2.0% weight, -16.9% shares), META PLATFORMS INC (META, -2.3% weight, -13.3% shares), AMAZON COM INC (AMZN, -3.1% weight, -8.4% shares).
Do quarter-over-quarter 13F allocation changes constitute explicit trading signals?
No. Quarter-over-quarter changes reflect a combination of active trading and market price movement. A weight increase can result from price appreciation alone, without the manager adding shares. Share-count delta is the cleaner indicator of explicit trading activity. All deltas on this page are sourced from sequential SEC Form 13F-HR filings.