SCGE MANAGEMENT, L.P.: NVIDIA CORPORATION COM (NVDA): Quarterly 13F Position History
As of Q1 2026, SCGE MANAGEMENT, L.P. reported 3,033,700 shares of NVIDIA CORPORATION COM (NVDA), worth $529.1M and representing 16.0% of its 13F equity book. Quarter-over-quarter share count change: 291,300 (-8.8%) . The position first appeared in Q4 2017 and has been disclosed across 34 13F-HR filings in Pactolio's tracked window.
- 3,033,700Shares Held (Latest Filing)
- $529.1MReported Market Value (Latest Filing)
- 16.0%Portfolio Weight (% of 13F Equity Book)
- 291,300Quarter-over-Quarter Share Change
- -$91.0MQuarter-over-Quarter Value Change
- 4,545,000Peak Reported Shares (Historical)
Quarterly 13F-HR Disclosure History Source: SEC 13F-HR filings, 34 quarter s
| Quarter | Shares | QoQ Share Change | Share Change (%) | Market Value | Weight | Implied Price |
|---|---|---|---|---|---|---|
| Q1 2026 | 3,033,700 | 291,300 | -8.8% | $529.1M | 16.0% | $174.4 |
| Q4 2025 | 3,325,000 | +1,044,000 | +45.8% | $620.1M | 14.1% | $186.5 |
| Q3 2025 | 2,281,000 | +123,000 | +5.7% | $425.6M | 7.8% | $186.6 |
| Q2 2025 | 2,158,000 | 178,000 | -7.6% | $340.9M | 7.2% | $158.0 |
| Q1 2025 | 2,336,000 | 598,000 | -20.4% | $253.2M | 7.3% | $108.4 |
| Q4 2024 | 2,934,000 | 0 | — | $394.0M | 7.3% | $134.3 |
| Q3 2024 | 2,934,000 | 1,611,000 | -35.4% | $356.3M | 7.8% | $121.4 |
| Q2 2024 | 4,545,000 | +4,008,000 | +746.4% | $561.5M | 11.0% | $123.5 |
| Q1 2024 | 537,000 | +174,000 | +47.9% | $485.2M | 9.2% | $903.6 |
| Q4 2023 | 363,000 | 0 | — | $179.8M | 4.0% | $495.2 |
| Q3 2023 | 363,000 | 0 | — | $157.9M | 4.1% | $435.0 |
| Q2 2023 | 363,000 | +363,000 | — | $153.6M | 3.6% | $423.0 |
| Q1 2023 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2022 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2022 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2022 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2022 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2021 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2021 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2021 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2021 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2020 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2020 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2020 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2020 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2019 | 0 | 0 | — | $0 | 0.0% | — |
| Q3 2019 | 0 | 0 | — | $0 | 0.0% | — |
| Q2 2019 | 0 | 0 | — | $0 | 0.0% | — |
| Q1 2019 | 0 | 0 | — | $0 | 0.0% | — |
| Q4 2018 | 0 | 276,313 | -100.0% | $0 | 0.0% | — |
| Q3 2018 | 276,313 | +26,000 | +10.4% | $77.6M | 6.5% | $281.0 |
| Q2 2018 | 250,313 | +109,313 | +77.5% | $59.3M | 6.1% | $236.9 |
| Q1 2018 | 141,000 | +66,000 | +88.0% | $32.7M | 3.8% | $231.6 |
| Q4 2017 | 75,000 | — | — | $14.5M | 2.3% | $193.5 |
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, not the manager's cost basis. See the full methodology document for the normalization rules.
When did SCGE MANAGEMENT, L.P. first disclose a NVDA position in 13F-HR filings?
SCGE MANAGEMENT, L.P. first reported NVIDIA CORPORATION COM (NVDA) on its 13F-HR filing for the period ending 2017-12-31 (Q4 2017). The position has appeared on 34 reported quarters within Pactolio's tracked window.
What was SCGE MANAGEMENT, L.P.'s most recent quarter-over-quarter share-count change in NVDA?
Between Q4 2025 and Q1 2026, SCGE MANAGEMENT, L.P. reduced its NVDA position by 291,300 shares (-8.8%), leaving 3,033,700 shares at a market value of $529.1M.
Does the implied price-per-share represent SCGE MANAGEMENT, L.P.'s cost basis in NVDA?
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.