SCGE MANAGEMENT, L.P.
MENLO PARK CA · SEC CIK 0001537530
$33.00亿2026Q1 申报市值
21持仓数
79.3%前十大占比 · 第一大 16.0%
1 / 1新建仓 / 清仓
26Q126Q2
前十大持仓 占组合比例
2026Q1 买入最多 按季末市值估算
NTSK 重新持有+$8,957.73万
SNDK 新建仓+$3,996.29万
AVGO 加仓+$2,064.43万
CRDO 加仓+$883.32万
2026Q1 卖出最多 按季末市值估算
ASML 减仓-$1.20亿
CVNA 清仓-$8,778.02万
META 减仓-$5,103.40万
NVDA 减仓-$5,080.27万
SNOW 减仓-$3,951.48万
2026Q1 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 |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | $5.29亿 | 16.03% | 3,033,700 | -291,300 | -8.8% | -$5,080.27万 | 减仓 |
| GOOGL | ALPHABET INC | $4.61亿 | 13.97% | 1,603,000 | 0 | 0.0% | — | 不变 |
| MSFT | MICROSOFT CORP | $2.82亿 | 8.56% | 762,900 | -89,100 | -10.5% | -$3,298.21万 | 减仓 |
| AMZN | AMAZON COM INC | $2.45亿 | 7.44% | 1,178,600 | -112,400 | -8.7% | -$2,340.95万 | 减仓 |
| AVGO | BROADCOM INC | $2.45亿 | 7.44% | 792,700 | 66,700 | 9.2% | $2,064.43万 | 加仓 |
| DASH | DOORDASH INC | $2.39亿 | 7.25% | 1,594,000 | 0 | 0.0% | — | 不变 |
| ASML | ASML HLDG NV | $1.81亿 | 5.49% | 137,200 | -90,800 | -39.8% | -$1.20亿 | 减仓 |
| SE | SEA LTD | $1.47亿 | 4.45% | 1,775,000 | 0 | 0.0% | — | 不变 |
| META | META PLATFORMS INC | $1.47亿 | 4.45% | 256,800 | -89,200 | -25.8% | -$5,103.40万 | 减仓 |
| TSLA | TESLA INC | $1.38亿 | 4.19% | 371,600 | -35,400 | -8.7% | -$1,315.99万 | 减仓 |
| NOW | SERVICENOW INC | $1.19亿 | 3.60% | 1,135,000 | 0 | 0.0% | — | 不变 |
| NTSK | NETSKOPE INC | $9,297.33万 | 2.82% | 10,950,921 | 10,550,921 | 2,637.7% | $8,957.73万 | 重新持有 |
| SNOW | SNOWFLAKE INC | $8,068.87万 | 2.45% | 535,000 | -262,000 | -32.9% | -$3,951.48万 | 减仓 |
| CHYM | CHIME FINL INC | $7,832.56万 | 2.37% | 4,181,827 | -239,014 | -5.4% | -$447.67万 | 减仓 |
| TTAN | SERVICETITAN INC | $7,801.04万 | 2.36% | 1,229,285 | 0 | 0.0% | — | 不变 |
| KLAR | KLARNA GROUP PLC | $6,893.88万 | 2.09% | 5,266,524 | 0 | 0.0% | — | 不变 |
| CRDO | CREDO TECHNOLOGY GROUP HOLDI | $6,233.91万 | 1.89% | 664,100 | 94,100 | 16.5% | $883.32万 | 加仓 |
| Z | ZILLOW GROUP INC | $5,234.16万 | 1.59% | 1,264,900 | -733,100 | -36.7% | -$3,033.57万 | 减仓 |
| SNDK | SANDISK CORP | $3,996.29万 | 1.21% | 62,900 | 62,900 | — | $3,996.29万 | 新建仓 |
| CART | MAPLEBEAR INC | $1,049.02万 | 0.32% | 280,037 | 0 | 0.0% | — | 不变 |
| FIG | FIGMA INC | $126.84万 | 0.04% | 60,000 | 0 | 0.0% | — | 不变 |
| CVNA | CARVANA CO | $0 | 0.00% | 0 | -208,000 | -100.0% | -$8,778.02万 | 清仓 |