SCGE MANAGEMENT, L.P.

MENLO PARK, CA · CIK 1537530 · 13F filing filed 2026-08-14

SEC-registered investment adviser since 2012 · limited partnership

Assets managed$10.4bn
Staff26 · 16 in investment roles
Main clients (by assets)Private funds 100%
Private funds2 (1 hedge) · $10.4bn gross assets
Websitesequoiacap.com
Form ADV · 2026-07-29SEC adviser record

Legal entitySCGE MANAGEMENT, L.P. (US)

Kindhedge funds, futures
Others nearbyMenlo Park, CA, Raleigh, NC

As an employer

Offices in1 country
Private fundshedge 1, other private 1

Where they work

people there (dot area)number not reportedmain officeHover or tap a dot. Australian and UK companies are placed at their business or registered address, with their staff across the whole country.

Offices

From Form ADV: the main office and the other offices where it does advisory work (at most the 25 largest), with the people doing investment work at each. “About” is worked out: the firm's investment staff less its other offices. Each city links to the other managers there.

City	Country	People
Menlo Park, CA (main office)United States	United States	about 13
Raleigh, NCUnited States	United States	3

US visa salary filings

Filings FY20253
Median salary offered$250,000
Middle half$250,000 – $250,000
Job titles1

Job title	Filings	Median	Range
Financial And Investment AnalystsMenlo Park, CA	3	$250,000	$250,000 – $250,100

Source: US Department of Labor, Labor Condition Application disclosure data (certified, full-time, yearly equivalent). These are the salaries the employer committed to pay the visa roles it filed for, at least the prevailing wage for the job and place; they are not the pay of all its staff. Filed by: SCGE Management, L.P..

Map: places from GeoNames (CC BY 4.0), outlines from Natural Earth.

$5.9bn reported value +78.7% vs Q1 2026

21positions

87.1%in top 10

6 new 1 added 10 reduced 6 sold out vs Q1 2026

Holdings, Q2 2026

The small lines show how much was held over the last 4 quarters (adjusted for stock splits).

#	Security	Ticker	Shares	Value	% of portfolio	Change	Shares change
1	SPACE EXPLORATION TECHN CORP CLASS A COM STK SPCX	SPCX	16,981,350	$2.9bn49.20%	49.20%	New
2	NVIDIA CORPORATION COM NVDA	NVDA	2,374,600	$475.1m8.06%	8.06%	Reduced -659.1k	-659,100 -21.7%
3	ALPHABET INC CAP STK CL A GOOGL	GOOGL	1,114,200	$398.2m6.75%	6.75%	Reduced -488.8k	-488,800 -30.5%
4	AMAZON COM INC COM AMZN	AMZN	1,079,500	$257.3m4.36%	4.36%	Reduced -99.1k	-99,100 -8.4%
5	MICROSOFT CORP COM MSFT	MSFT	633,300	$236.2m4.01%	4.01%	Reduced -129.6k	-129,600 -17.0%
6	ASML HOLDING N V N Y REGISTRY SHS ASML	ASML	106,700	$212.3m3.60%	3.60%	Reduced -30.5k	-30,500 -22.2%
7	BROADCOM INC COM AVGO	AVGO	486,400	$183.7m3.12%	3.12%	Reduced -306.3k	-306,300 -38.6%
8	SANDISK CORP COM SNDK	SNDK	75,800	$172.3m2.92%	2.92%	Added +12.9k	+12,900 20.5%
9	SEA LTD SPONSORD ADS SE	SE	1,775,000	$170.1m2.88%	2.88%	Unchanged
10	TESLA INC COM TSLA	TSLA	308,800	$129.9m2.20%	2.20%	Reduced -62.8k	-62,800 -16.9%
11	META PLATFORMS INC CL A META	META	222,600	$125.4m2.13%	2.13%	Reduced -34.2k	-34,200 -13.3%
12	SERVICENOW INC COM NOW	NOW	1,135,000	$112.7m1.91%	1.91%	Unchanged
13	KLARNA GROUP PLC SHS KLAR	KLAR	5,266,524	$106.6m1.81%	1.81%	Unchanged
14	SERVICETITAN INC SHS CL A TTAN	TTAN	1,229,285	$86.9m1.47%	1.47%	Unchanged
15	DOORDASH INC CL A DASH	DASH	447,626	$82.6m1.40%	1.40%	Reduced -1.1m	-1,146,374 -71.9%
16	ADVANCED MICRO DEVICES INC COM AMD	AMD	111,500	$64.8m1.10%	1.10%	New
17	SNOWFLAKE INC CL A SNOW	SNOW	201,200	$51.2m0.87%	0.87%	Reduced -333.8k	-333,800 -62.4%
18	CIENA CORP COM NEW CIEN	CIEN	89,000	$43.7m0.74%	0.74%	New
19	COUPANG INC CL A CPNG	CPNG	2,088,200	$36.3m0.62%	0.62%	New
20	MONOLITHIC PWR SYS INC COM MPWR	MPWR	18,300	$25.3m0.43%	0.43%	New
21	CLOUDFLARE INC CL A COM NET	NET	100,800	$24.7m0.42%	0.42%	New

Sold out since Q1 2026

Security	Ticker	Shares held before	Value then
NETSKOPE INC NTSK	NTSK	10,950,921	$93.0m11.0m shares
CHIME FINL INC CHYM	CHYM	4,181,827	$78.3m4.2m shares
CREDO TECHNOLOGY GROUP HOLDI CRDO	CRDO	664,100	$62.3m664.1k shares
ZILLOW GROUP INC Z	Z	1,264,900	$52.3m1.3m shares
MAPLEBEAR INC CART	CART	280,037	$10.5m280.0k shares
FIGMA INC FIG	FIG	60,000	$1.3m60.0k shares