Stock Taper 
SCGE MANAGEMENT, L.P.
Latest 13F filing data - Q2 2026
Holdings
(Top positions)| STOCK | TICKER | SHARES HELD▲ ▼ | VALUE▲ ▼ |
|---|---|---|---|
 Monolithic Power Systems, Inc. | MPWR | 18.3K | $25.3M |
 Sandisk Corporation | SNDK | 75.8K | $172.35M |
 Ciena Corporation | CIEN | 89K | $43.66M |
 Cloudflare, Inc. | NET | 100.8K | $24.72M |
 ASML Holding N.V. | ASML | 106.7K | $212.27M |
 Advanced Micro Devices, Inc. | AMD | 111.5K | $64.77M |
 Snowflake Inc. | SNOW | 201.2K | $51.21M |
 Meta Platforms, Inc. | META | 222.6K | $125.39M |
 Tesla, Inc. | TSLA | 308.8K | $129.88M |
 DoorDash, Inc. | DASH | 447.63K | $82.6M |
 Broadcom Inc. | AVGO | 486.4K | $183.74M |
 Microsoft Corporation | MSFT | 633.3K | $236.23M |
 Amazon.com, Inc. | AMZN | 1.08M | $257.29M |
 Alphabet Inc. | GOOGL | 1.11M | $398.18M |
 ServiceNow, Inc. | NOW | 1.14M | $112.68M |
 ServiceTitan, Inc. | TTAN | 1.23M | $86.92M |
 Sea Limited | SE | 1.77M | $170.1M |
 Coupang, Inc. | CPNG | 2.09M | $36.27M |
 NVIDIA Corporation | NVDA | 2.37M | $475.13M |
 Klarna Group plc | KLAR | 5.27M | $106.59M |