SCGE Management (Sequoia Capital Global Equities): Stock Portfolio, Performance and Latest Trades
13F portfolio value
$5.9B
21 holdings at Q2 2026
Get an email when SCGE Management (Sequoia Capital Global Equities) files a new 13F report
Free, no account needed. Unsubscribe with one click.
SCGE Management (Sequoia Capital Global Equities)'s portfolio
As of Q2 2026, filed August 14, 2026 · prices as of October 8, 2026
| Company | Share of portfolio | Average buy price | Return | Current price | Last quarter |
|---|---|---|---|---|---|
| 49.2% | $170.86 | −6.0% | $160.57 | New | |
Nvidia Corp.NVDA | 8.06% | $94.70 | +143% | $230.48 | Reduced −22% |
Alphabet Inc.GOOGL | 6.75% | $285.73 | +21.9% | $348.29 | Reduced −30% |
Amazon.com Inc.AMZN | 4.36% | $114.19 | +122% | $254.06 | Reduced −8.4% |
Microsoft Corp.MSFT | 4.01% | $466.71 | +12.0% | $522.61 | Reduced −17% |
| 3.60% | $897.70 | +97.1% | $1,769.79 | Reduced −22% | |
Broadcom Inc.AVGO | 3.12% | $200.33 | +79.8% | $360.14 | Reduced −39% |
Sandisk Corp.SNDK | 2.92% | $711.68 | +126% | $1,609.46 | Added +21% |
Sea Ltd.SE | 2.88% | $117.33 | −20.8% | $92.89 | No change |
Tesla Inc.TSLA | 2.20% | $443.29 | −15.4% | $375.00 | Reduced −17% |
| 2.13% | $136.87 | +427% | $720.89 | Reduced −13% | |
| 1.91% | $42.37 | +230% | $139.75 | No change | |
Klarna Group PLCKLAR | 1.81% | $36.65 | −63.3% | $13.46 | No change |
| 1.47% | $102.87 | −29.1% | $72.93 | No change | |
Doordash Inc.DASH | 1.40% | $212.64 | −9.8% | $191.71 | Reduced −72% |
| 1.10% | $409.99 | +51.4% | $620.68 | New | |
Snowflake Inc.SNOW | 0.87% | $190.87 | +79.9% | $343.40 | Reduced −62% |
Ciena Corp.CIEN | 0.74% | $509.94 | −16.5% | $425.93 | New |
Coupang Inc.CPNG | 0.62% | $18.05 | −14.6% | $15.41 | New |
| 0.43% | $1,501.40 | −8.8% | $1,369.80 | New | |
| 0.42% | $218.77 | +56.3% | $341.89 | New |
SCGE Management (Sequoia Capital Global Equities)'s buys and sells
| Company | Action | Shares change | Value now |
|---|---|---|---|
Microsoft Corp.MSFT | Reduced −10% | −89,100 | $282.4M |
Snowflake Inc.SNOW | Reduced −33% | −262,000 | $80.7M |
| New | +10,950,921 | $93M | |
Nvidia Corp.NVDA | Reduced −8.8% | −291,300 | $529.1M |
Carvana Co.CVNA | Sold out | −208,000 | — |
| Reduced −37% | −733,100 | $52.3M | |
| Reduced −26% | −89,200 | $146.9M | |
| Reduced −40% | −90,800 | $181.2M | |
Amazon.com Inc.AMZN | Reduced −8.7% | −112,400 | $245.5M |
Tesla Inc.TSLA | Reduced −8.7% | −35,400 | $138.1M |
Sandisk Corp.SNDK | New | +62,900 | $40M |
| Reduced −5.4% | −239,014 | $78.3M | |
| Added +17% | +94,100 | $62.3M | |
Broadcom Inc.AVGO | Added +9.2% | +66,700 | $245.3M |
SCGE Management (Sequoia Capital Global Equities)'s portfolio by sector
Share of the stock portfolio at Q2 2026.
| Sector | Share |
|---|---|
| Technology | 74% |
| Communication Services | 8.9% |
| Industrials | 7.9% |
| Consumer Discretionary | 7.2% |
| Financials | 1.8% |
Portfolio performance: SCGE Management (Sequoia Capital Global Equities) vs. benchmarks
Your result if you had bought each reported portfolio on the day it was made public and held it until the next report, against the S&P 500 and Nasdaq-100.
- You, copying after each 13F filing – estimated value
- S&P 500
- Nasdaq-100
| Total return | Per year | |
|---|---|---|
| You, copying after each 13F filing – estimated value | +6.6% | +1.3% |
| S&P 500 | +89.0% | +13.6% |
| Nasdaq-100 | +113.3% | +16.4% |
Prices were available for 85% of the portfolio value on average; the rest is left out of the return.
SCGE Management (Sequoia Capital Global Equities)'s most traded stocks
Quarters with a buy or a sell, all reports since Q2 2013.
| Company | Quarters bought | Quarters sold |
|---|---|---|
Amazon.com Inc.AMZN | 18 | 17 |
| 14 | 14 | |
Shopify Inc.SHOP | 14 | 10 |
Microsoft Corp.MSFT | 13 | 9 |
Hubspot Inc.HUBS | 12 | 9 |
| 13 | 7 | |
| 11 | 8 | |
Nvidia Corp.NVDA | 8 | 7 |
| 10 | 3 | |
Workday Inc.WDAY | 7 | 6 |
| 6 | 6 | |
Sea Ltd.SE | 7 | 5 |
| 5 | 7 | |
Coupang Inc.CPNG | 7 | 4 |
| 7 | 4 |