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

25Q4 调仓2025-09-30 → 2025-12-31 · 共 27 项建仓 3增持 1减持 16清仓 7

方向

标的

Δ市值

现股数(环比)

减持

META META PLATFORMS INC

-$1.19B

346,000 -82%

清仓

PANW PALO ALTO NETWORKS INC

-$767.6M

0 -100%

清仓

ORCL ORACLE CORP

-$624.9M

0 -100%

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。

清仓

— SPOTIFY TECHNOLOGY S A

-$518.8M

0 -100%

建仓

GOOGL ALPHABET INC

+$501.7M

1,603,000

减持

SE SEA LTD

-$382.7M

1,775,000 -48%

清仓

CDNS CADENCE DESIGN SYSTEM INC

-$380.1M

0 -100%

减持

AVGO BROADCOM INC

-$375.9M

726,000 -62%

清仓

NTSK NETSKOPE INC

-$321.2M

0 -100%

减持

DASH DOORDASH INC

-$293.9M

1,594,000 -34%

减持

AMZN AMAZON COM INC

-$283.4M

1,291,000 -51%

清仓

TSM TAIWAN SEMICONDUCTOR MFG LTD

-$253.0M

0 -100%

增持

NOW SERVICENOW INC

-$243.9M

1,135,000 +150%

减持

— KLARNA GROUP PLC

-$233.8M

5,266,524 -50%

减持

NVDA NVIDIA CORPORATION

-$231.1M

3,325,000 -27%

减持

SNOW SNOWFLAKE INC

-$228.0M

797,000 -55%

减持

MSFT MICROSOFT CORP

-$220.9M

852,000 -30%

建仓

TSLA TESLA INC

+$183.0M

407,000

减持

Z ZILLOW GROUP INC

-$131.7M

1,998,000 -43%

减持

TTAN SERVICETITAN INC

-$117.0M

1,229,285 -50%

建仓

— CREDO TECHNOLOGY GROUP HOLDI

+$82.0M

570,000

减持

CHYM CHIME FINL INC

-$67.1M

4,420,841 -50%

减持

CVNA CARVANA CO

-$26.1M

208,000 -31%

清仓

BLSH BULLISH

-$12.7M

0 -100%

减持

CART MAPLEBEAR INC

-$8.0M

280,037 -50%

减持

— ASML HOLDING N V

-$5.8M

228,000 -12%

减持

FIG FIGMA INC

-$4.0M

60,000 -50%