SCGE Management (Scott C. Griffith) latest 13F portfolio: 21 holdings worth $5.9B as of Q2 2026.
Backtested since 2020: mirroring SCGE Management's reported 13F equity holdings each quarter would have returned +67.8% versus +186.7%for the S&P 500 (+8.5% annualized). See the Performance tab for the full equity curve.
Investor: Scott C. Griffith
Number of Assets: 21
Reporting Period: Q2 - 2026
Holdings at Report: $5,896,728,454
Return $ Since Report: -$186,582,211
Return % Since Report: -3.16%
Company | Position | Activity | Shares | Port. % | Rep. Price | Curr. Price | Rep. Value | Curr. Value | Return Value | Return % |
|---|---|---|---|---|---|---|---|---|---|---|
| Alphabet Inc. (GOOGL) | Equity | -30.49% | 1,114,200 | 6.75% | $357.37 | $354.97 | $398,181,654 | $395,507,574 | -$2,674,080 | -0.67% |
| Broadcom Inc. (AVGO) | Equity | -38.64% | 486,400 | 3.12% | $377.75 | $362.66 | $183,737,600 | $176,397,824 | -$7,339,776 | -3.99% |
| Advanced Micro Devices Inc. (AMD) | Equity | +100% | 111,500 | 1.10% | $580.91 | $615.52 | $64,771,465 | $68,630,480 | +$3,859,015 | +5.96% |
| ASML Holding N.V. (ASML) | Equity | -22.23% | 106,700 | 3.60% | $1,989.44 | $1,711.32 | $212,273,248 | $182,597,844 | -$29,675,404 | -13.98% |
| Coupang Inc. (CPNG) | Equity | +100% | 2,088,200 | 0.62% | $17.37 | $14.62 | $36,272,034 | $30,529,484 | -$5,742,550 | -15.83% |
| Meta Platforms Inc. (META) | Equity | -13.32% | 222,600 | 2.13% | $563.29 | $741.25 | $125,388,354 | $165,001,137 | +$39,612,783 | +31.59% |
| Nvidia Corp. (NVDA) | Equity | -21.73% | 2,374,600 | 8.06% | $200.09 | $227.38 | $475,133,714 | $539,936,548 | +$64,802,834 | +13.64% |
| Servicenow Inc. (NOW) | Equity | 0% | 1,135,000 | 1.91% | $99.28 | $137.68 | $112,682,800 | $156,266,800 | +$43,584,000 | +38.68% |
| Space Exploration Techn corp (SPCX) | Equity | +100% | 16,981,350 | 49.20% | $170.86 | $151.85 | $2,901,433,460 | $2,578,617,998 | -$322,815,463 | -11.13% |
| Doordash Inc. (DASH) | Equity | -71.92% | 447,626 | 1.40% | $184.53 | $193.83 | $82,600,426 | $86,763,348 | +$4,162,922 | +5.04% |
| Microsoft Corp. (MSFT) | Equity | -16.99% | 633,300 | 4.01% | $373.02 | $501.61 | $236,233,566 | $317,669,613 | +$81,436,047 | +34.47% |
| Sandisk Corp (SNDK) | Equity | +20.51% | 75,800 | 2.92% | $2,273.73 | $1,766.64 | $172,348,734 | $133,911,312 | -$38,437,422 | -22.30% |
| Servicetitan Inc. (TTAN) | Equity | 0% | 1,229,285 | 1.47% | $70.71 | $56.53 | $86,922,742 | $69,491,481 | -$17,431,261 | -20.05% |
| Tesla Inc. (TSLA) | Equity | -16.90% | 308,800 | 2.20% | $420.60 | $375.30 | $129,881,280 | $115,892,640 | -$13,988,640 | -10.77% |
| Amazon.com Inc. (AMZN) | Equity | -8.41% | 1,079,500 | 4.36% | $238.34 | $258.45 | $257,288,030 | $278,996,775 | +$21,708,745 | +8.44% |
| Ciena Corp. (CIEN) | Equity | +100% | 89,000 | 0.74% | $490.56 | $365.96 | $43,659,840 | $32,570,440 | -$11,089,400 | -25.40% |
| Snowflake Inc. (SNOW) | Equity | -62.39% | 201,200 | 0.87% | $254.50 | $339.39 | $51,205,400 | $68,285,268 | +$17,079,868 | +33.36% |
| Cloudflare Inc. (NET) | Equity | +100% | 100,800 | 0.42% | $245.28 | $351.67 | $24,724,224 | $35,448,336 | +$10,724,112 | +43.37% |
| Klarna Group PLC (KLAR) | Equity | 0% | 5,266,524 | 1.81% | $20.24 | $13.68 | $106,594,445 | $72,046,048 | -$34,548,397 | -32.41% |
| Monolithic Power Systems Inc. (MPWR) | Equity | +100% | 18,300 | 0.43% | $1,382.36 | $1,277.68 | $25,297,188 | $23,381,544 | -$1,915,644 | -7.57% |
| Sea Limited (SE) | Equity | 0% | 1,775,000 | 2.88% | $95.83 | $102.65 | $170,098,250 | $182,203,750 | +$12,105,500 | +7.12% |