AI Analysis · Q1 2026 · Q1 2026
Portfolio Overview
SCGE Management, L.P. manages a concentrated portfolio totaling approximately $3.85 billion across 15 holdings as of the report date September 30, 2025. The firm employs a high-conviction investment strategy, evidenced by the low number of holdings and the significant weight allocated to top positions. The portfolio saw a substantial decrease in value of 19.3% compared to the previous quarter, declining from $4.77 billion. This reduction in total value is attributed to a c...
Quarter at a glance — Q1 2026
Position-change comparison pending.
No quarter-over-quarter changes available.
Top 10 holdings
By portfolio weight as of Q1 2026.
Filing history
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