13F Portfolios

SCGE MANAGEMENT, L.P.: ALPHABET INC-CL A (GOOGL): Quarterly 13F Position History

As of Q2 2026, SCGE MANAGEMENT, L.P. reported 1,114,200 shares of ALPHABET INC-CL A (GOOGL), worth $398.2M and representing 6.8% of its 13F equity book. Quarter-over-quarter share count change: 488,800 (-30.5%) . The position first appeared in Q4 2025 and has been disclosed across 3 13F-HR filings in Pactolio's tracked window.

Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 3 quarter s

Quarter Shares QoQ Share Change Share Change (%) Market Value Weight Implied Price
Q2 2026 1,114,200 488,800 -30.5% $398.2M 6.8% $357.4
Q1 2026 1,603,000 0 $461.0M 14.0% $287.6
Q4 2025 1,603,000 $501.7M 11.4% $313.0

Methodology & FAQ

How This Position History Is Sourced

Each row is one SEC Form 13F-HR filing disclosing this position. Share count, market value, and reported quarter are taken verbatim from the filing; portfolio weight is recomputed against the same filing's total reported equity book. Implied price-per-share is market value divided by shares, a quarter-end mark rather than the manager's cost basis. See the full methodology document for the normalization rules.

When did SCGE MANAGEMENT, L.P. first disclose a GOOGL position in 13F-HR filings?

SCGE MANAGEMENT, L.P. first reported ALPHABET INC-CL A (GOOGL) on its 13F-HR filing for the period ending 2025-12-31 (Q4 2025). The position has appeared on 3 reported quarters within Pactolio's tracked window.

What was SCGE MANAGEMENT, L.P.'s most recent quarter-over-quarter share-count change in GOOGL?

Between Q1 2026 and Q2 2026, SCGE MANAGEMENT, L.P. reduced its GOOGL position by 488,800 shares (-30.5%), leaving 1,114,200 shares at a market value of $398.2M.

Does the implied price-per-share represent SCGE MANAGEMENT, L.P.'s cost basis in GOOGL?

No. The implied price-per-share column is the 13F-HR reported market value divided by reported share count on the filing date (end of quarter). It is a quarter-end mark, not a cost basis or transaction price. Use it as a sanity check on the value column, not as an indicator of the manager's entry or exit price.