SCGE Management (Sequoia Capital Global Equities)
Superinvestor profile · Rank #83 by reported 13F value (2026 Q2 filers) · CIK 0001537530 · All profiles
Founded 2009Menlo Park, California, U.S.Public/private crossover, concentrated long-term technology investingKey person: Jeff Wang
Reported 13F value
$5.9B
Period 2026-06-30 · Filed 2026-08-14
Positions
21
Top 10 = 87.1% of value
Clone CAGR (full window)
+21.8%
2016-11-14 → 2026-10-02 · cumulative +604%
SPY CAGR (same window)
+15.5%
Cumulative +316%
Max drawdown (monthly)
-70%
Month-end values, approximate
Latest-quarter activity
6 new · 6 exited
1 increased · 10 decreased
Hypothetical clone — not this fund's returns. The performance on this page replicates only the long U.S. equity positions disclosed on this manager's Form 13F filings, rebalanced on filing dates at disclosed weights with dividend-adjusted prices. It excludes shorts, bonds, cash, non-U.S. listings, private holdings, leverage and fees. Treat it as a measure of how the disclosed stock picks performed, never as the fund's track record. Evidence: filing-by-filing dossier (PDF) · Methodology (PDF)
Clone performance
| Window | Clone CAGR | Note |
|---|---|---|
| Full window (2016-11-14 → 2026-10-02, 40 filings) | +21.83% | Cumulative +603.8% vs SPY +316.1% |
| Trailing 10Y | — | |
| Trailing 5Y | +1.25% | |
| Trailing 3Y | +30.54% | |
| Trailing 1Y | +1.43% |
Top holdings — 2026 Q2 filing
| Ticker | Company | Weight | Reported value |
|---|---|---|---|
| SPCX | Space Exploration Techn Corp | 49.20% | $2.9B |
| NVDA | Nvidia Corporation | 8.06% | $475M |
| GOOGL | Alphabet Inc | 6.75% | $398M |
| AMZN | Amazon Com Inc | 4.36% | $257M |
| MSFT | Microsoft Corp | 4.01% | $236M |
| ASML | Asml Hldg Nv | 3.60% | $212M |
| AVGO | Broadcom Inc | 3.12% | $184M |
| SNDK | Sandisk Corp | 2.92% | $172M |
| SE | Sea Ltd | 2.88% | $170M |
| TSLA | Tesla Inc | 2.20% | $130M |
As reported on the 2026-06-30 Form 13F (filed 2026-08-14). Full holdings and quarter changes: holdings page.
Filing history in this profile
Every clone input traces to one of these SEC filings. 96.0% of the latest filing's reported value is covered by our price history; the remainder is mostly non-U.S. listings, recent IPOs or delisted names and is excluded from the clone.
Background (founded / HQ / style) source: https://rocketreach.co:443/sequoia-capital-global-equities-profile_b6a59d47c87e2ea0 — Founded in 2009 as an affiliate of Sequoia Capital to extend its technology investing into public markets. Jeff Wang is identified as SCGE Managing Partner in 20VC/Sequoia-related profiles.