SCGE MANAGEMENT, L.P.

报告期 2026-03-31 · CIK 0001537530

持仓数

前50大市值合计

$3.30B

报告期

2026-03-31

当前持仓调仓

组合演变前 6 大持仓 + 其他逐季市值($B) · 点图或下方季度看该季调仓

看某季调仓:

26Q1 25Q4 25Q3 25Q2 25Q1 24Q4 24Q3 24Q2 24Q1 23Q4 23Q3 23Q2 23Q1 22Q4 22Q3 22Q2 22Q1 21Q4 21Q3 21Q2

25Q3 调仓2025-06-30 → 2025-09-30 · 共 27 项建仓 7增持 17清仓 3

方向

标的

Δ市值

现股数(环比)

增持

META META PLATFORMS INC

+$707.3M

1,936,000 +100%

增持

NVDA NVIDIA CORPORATION

+$510.2M

4,562,000 +111%

增持

MSFT MICROSOFT CORP

+$404.6M

1,222,000 +166%

调仓由相邻两季 13F 持仓相减推导(非逐笔成交);方向按股数增减,Δ市值受股价波动影响、符号可与方向相反;13F 申报滞后最长 45 天。

建仓

— KLARNA GROUP PLC

+$386.0M

10,533,048

增持

PANW PALO ALTO NETWORKS INC

+$381.9M

3,770,000 +100%

增持

ORCL ORACLE CORP

+$333.7M

2,222,000 +67%

增持

AMZN AMAZON COM INC

+$330.7M

2,648,000 +132%

增持

SE SEA LTD

+$328.4M

3,408,000 +94%

建仓

NTSK NETSKOPE INC

+$321.2M

14,130,921

增持

AVGO BROADCOM INC

+$275.6M

1,901,000 +49%

增持

— SPOTIFY TECHNOLOGY S A

+$268.6M

743,200 +128%

建仓

Z ZILLOW GROUP INC

+$268.0M

3,478,000

增持

SNOW SNOWFLAKE INC

+$262.3M

1,786,000 +184%

建仓

— ASML HOLDING N V

+$249.8M

258,000

清仓

CPNG COUPANG INC

-$232.7M

0 -100%

增持

CDNS CADENCE DESIGN SYSTEM INC

+$192.4M

1,082,000 +78%

增持

NOW SERVICENOW INC

+$167.0M

454,000 +86%

清仓

DT DYNATRACE INC

-$155.9M

0 -100%

增持

TSM TAIWAN SEMICONDUCTOR MFG LTD

+$127.1M

906,000 +63%

增持

TTAN SERVICETITAN INC

+$116.1M

2,458,570 +100%

建仓

CVNA CARVANA CO

+$113.9M

302,000

增持

CHYM CHIME FINL INC

+$25.8M

8,841,682 +100%

清仓

NU NU HLDGS LTD

-$16.1M

0 -100%

建仓

BLSH BULLISH

+$12.7M

200,000

增持

CART MAPLEBEAR INC

+$7.9M

560,074 +100%

建仓

FIG FIGMA INC

+$6.2M

120,000