SCGE MANAGEMENT, L.P.
MENLO PARK CA · SEC CIK 0001537530
$58.97亿2026Q2 申报市值
21持仓数
87.1%前十大占比 · 第一大 49.2%
6 / 6新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q2 买入最多 按季末市值估算
SPCX 新建仓+$29.01亿
AMD 新建仓+$6,477.15万
CIEN 新建仓+$4,365.98万
CPNG 新建仓+$3,627.20万
SNDK 加仓+$2,933.11万
2026Q2 卖出最多 按季末市值估算
DASH 减仓-$2.12亿
GOOGL 减仓-$1.75亿
NVDA 减仓-$1.32亿
AVGO 减仓-$1.16亿
NTSK 清仓-$9,297.33万
2026Q2 持仓明细 点表头排序
导出 CSV 🔒| 代码 | 名称 | 市值 ▼ | 占比 | 股数 | 变动股数 | 变动 | 估算买卖额 | 操作 |
|---|---|---|---|---|---|---|---|---|
| SPCX | SPACE EXPLORATION TECHN CORP | $29.01亿 | 49.20% | 16,981,350 | 16,981,350 | — | $29.01亿 | 新建仓 |
| NVDA | NVIDIA CORPORATION | $4.75亿 | 8.06% | 2,374,600 | -659,100 | -21.7% | -$1.32亿 | 减仓 |
| GOOGL | ALPHABET INC | $3.98亿 | 6.75% | 1,114,200 | -488,800 | -30.5% | -$1.75亿 | 减仓 |
| AMZN | AMAZON COM INC | $2.57亿 | 4.36% | 1,079,500 | -99,100 | -8.4% | -$2,361.95万 | 减仓 |
| MSFT | MICROSOFT CORP | $2.36亿 | 4.01% | 633,300 | -129,600 | -17.0% | -$4,834.34万 | 减仓 |
| ASML | ASML HLDG NV | $2.12亿 | 3.60% | 106,700 | -30,500 | -22.2% | -$6,067.79万 | 减仓 |
| AVGO | BROADCOM INC | $1.84亿 | 3.12% | 486,400 | -306,300 | -38.6% | -$1.16亿 | 减仓 |
| SNDK | SANDISK CORP | $1.72亿 | 2.92% | 75,800 | 12,900 | 20.5% | $2,933.11万 | 加仓 |
| SE | SEA LTD | $1.70亿 | 2.88% | 1,775,000 | 0 | 0.0% | — | 不变 |
| TSLA | TESLA INC | $1.30亿 | 2.20% | 308,800 | -62,800 | -16.9% | -$2,641.37万 | 减仓 |
| META | META PLATFORMS INC | $1.25亿 | 2.13% | 222,600 | -34,200 | -13.3% | -$1,926.45万 | 减仓 |
| NOW | SERVICENOW INC | $1.13亿 | 1.91% | 1,135,000 | 0 | 0.0% | — | 不变 |
| KLAR | KLARNA GROUP PLC | $1.07亿 | 1.81% | 5,266,524 | 0 | 0.0% | — | 不变 |
| TTAN | SERVICETITAN INC | $8,692.27万 | 1.47% | 1,229,285 | 0 | 0.0% | — | 不变 |
| DASH | DOORDASH INC | $8,260.04万 | 1.40% | 447,626 | -1,146,374 | -71.9% | -$2.12亿 | 减仓 |
| AMD | ADVANCED MICRO DEVICES INC | $6,477.15万 | 1.10% | 111,500 | 111,500 | — | $6,477.15万 | 新建仓 |
| SNOW | SNOWFLAKE INC | $5,120.54万 | 0.87% | 201,200 | -333,800 | -62.4% | -$8,495.21万 | 减仓 |
| CIEN | CIENA CORP | $4,365.98万 | 0.74% | 89,000 | 89,000 | — | $4,365.98万 | 新建仓 |
| CPNG | COUPANG INC | $3,627.20万 | 0.62% | 2,088,200 | 2,088,200 | — | $3,627.20万 | 新建仓 |
| MPWR | MONOLITHIC PWR SYS INC | $2,529.72万 | 0.43% | 18,300 | 18,300 | — | $2,529.72万 | 新建仓 |
| NET | CLOUDFLARE INC | $2,472.42万 | 0.42% | 100,800 | 100,800 | — | $2,472.42万 | 新建仓 |
| NTSK | NETSKOPE INC | $0 | 0.00% | 0 | -10,950,921 | -100.0% | -$9,297.33万 | 清仓 |
| CHYM | CHIME FINL INC | $0 | 0.00% | 0 | -4,181,827 | -100.0% | -$7,832.56万 | 清仓 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $0 | 0.00% | 0 | -664,100 | -100.0% | -$6,233.91万 | 清仓 |
| Z | ZILLOW GROUP INC | $0 | 0.00% | 0 | -1,264,900 | -100.0% | -$5,234.16万 | 清仓 |
| CART | MAPLEBEAR INC | $0 | 0.00% | 0 | -280,037 | -100.0% | -$1,049.02万 | 清仓 |
| FIG | FIGMA INC | $0 | 0.00% | 0 | -60,000 | -100.0% | -$126.84万 | 清仓 |