SCGE Management (Scott C. Griffith) latest 13F portfolio: 21 holdings worth $3.3B as of Q1 2026.
Backtested since 2020: mirroring SCGE Management's reported 13F equity holdings each quarter would have returned +53.1% versus +176.2%for the S&P 500 (+7.1% annualized). See the Performance tab for the full equity curve.
Investor: Scott C. Griffith
Number of Assets: 21
Reporting Period: Q1 - 2026
Holdings at Report: $3,299,867,477
Return $ Since Report: +$990,253,236
Return % Since Report: +30.01%
Company | Position | Activity | Shares | Port. % | Rep. Price | Curr. Price | Rep. Value | Curr. Value | Return Value | Return % |
|---|---|---|---|---|---|---|---|---|---|---|
| Doordash Inc. (DASH) | Equity | 0% | 1,594,000 | 7.25% | $150.15 | $200.50 | $239,339,100 | $319,597,000 | +$80,257,900 | +33.53% |
| Figma INC (FIG) | Equity | 0% | 60,000 | 0.04% | $21.14 | $24.92 | $1,268,400 | $1,495,200 | +$226,800 | +17.88% |
| Klarna Group PLC (KLAR) | Equity | 0% | 5,266,524 | 2.09% | $13.09 | $19.80 | $68,938,799 | $104,277,175 | +$35,338,376 | +51.26% |
| Credo Technology Group Holding Ltd (CRDO) | Equity | +16.51% | 664,100 | 1.89% | $93.87 | $218.35 | $62,339,067 | $145,006,235 | +$82,667,168 | +132.61% |
| Zillow Group Inc. (Z) | Equity | -36.69% | 1,264,900 | 1.59% | $41.38 | $35.12 | $52,341,562 | $44,423,288 | -$7,918,274 | -15.13% |
| Amazon.com Inc. (AMZN) | Equity | -8.71% | 1,178,600 | 7.44% | $208.27 | $284.02 | $245,467,022 | $334,745,972 | +$89,278,950 | +36.37% |
| ASML Holding N.V. (ASML) | Equity | -39.82% | 137,200 | 5.49% | $1,320.83 | $1,642.52 | $181,217,876 | $225,353,744 | +$44,135,868 | +24.36% |
| Broadcom Inc. (AVGO) | Equity | +9.19% | 792,700 | 7.44% | $309.51 | $392.23 | $245,348,577 | $310,920,721 | +$65,572,144 | +26.73% |
| Chime Financial Inc. (CHYM) | Equity | -5.41% | 4,181,827 | 2.37% | $18.73 | $24.26 | $78,325,620 | $101,451,123 | +$23,125,503 | +29.52% |
| Alphabet Inc. (GOOGL) | Equity | 0% | 1,603,000 | 13.97% | $287.56 | $373.51 | $460,958,680 | $598,736,530 | +$137,777,850 | +29.89% |
| Maplebear Inc. (CART) | Equity | 0% | 280,037 | 0.32% | $37.46 | $45.39 | $10,490,186 | $12,710,879 | +$2,220,693 | +21.17% |
| Meta Platforms Inc. (META) | Equity | -25.78% | 256,800 | 4.45% | $572.13 | $590.24 | $146,922,984 | $151,573,632 | +$4,650,648 | +3.17% |
| Microsoft Corp. (MSFT) | Equity | -10.46% | 762,900 | 8.56% | $370.17 | $487.65 | $282,402,693 | $372,028,185 | +$89,625,492 | +31.74% |
| Netskope INC (NTSK) | Equity | +100% | 10,950,921 | 2.82% | $8.49 | $13.36 | $92,973,319 | $146,304,305 | +$53,330,986 | +57.36% |
| Nvidia Corp. (NVDA) | Equity | -8.76% | 3,033,700 | 16.03% | $174.40 | $206.64 | $529,077,280 | $626,883,768 | +$97,806,488 | +18.49% |
| Sandisk Corp (SNDK) | Equity | +100% | 62,900 | 1.21% | $635.34 | $1,288.03 | $39,962,886 | $81,017,087 | +$41,054,201 | +102.73% |
| Sea Limited (SE) | Equity | 0% | 1,775,000 | 4.45% | $82.81 | $111.15 | $146,987,750 | $197,291,250 | +$50,303,500 | +34.22% |
| Servicenow Inc. (NOW) | Equity | 0% | 1,135,000 | 3.60% | $104.55 | $114.19 | $118,664,250 | $129,605,650 | +$10,941,400 | +9.22% |
| Servicetitan Inc. (TTAN) | Equity | 0% | 1,229,285 | 2.36% | $63.46 | $83.37 | $78,010,426 | $102,485,490 | +$24,475,064 | +31.37% |
| Snowflake Inc. (SNOW) | Equity | -32.87% | 535,000 | 2.45% | $150.82 | $307.53 | $80,688,700 | $164,528,550 | +$83,839,850 | +103.91% |
| Tesla Inc. (TSLA) | Equity | -8.70% | 371,600 | 4.19% | $371.75 | $322.08 | $138,142,300 | $119,684,928 | -$18,457,372 | -13.36% |