13F portfolio / Investment manager
SCGE
Vincent Wu (CIO) · Bryce Kam (portfolio manager)
The firm is based in Menlo Park, CA, according to its SEC filings.
Its earliest 13F holdings report on SEC EDGAR was filed in February 2012.
SEC Form ADV for Sequoia Global Equities, whose relying entities include SCGE Management, L.P., lists Vincent L. Wu as chief investment officer and Bryce A. Kam as portfolio manager.
The 13F shows long US-listed stock and option positions only. It leaves out short positions, cash, bonds and most non-US holdings.
- Reported 13F value
- $5.9B
- Positions
- 21
- Est. 1-yearEstimate
- -11.1%SPY +15.7%
- Est. 3-year, annualizedEstimate
- +20.2%SPY +22.8%
As of Jun 30, 2026 · filed Aug 14, 2026
Holdings
6 new · 1 added · 10 trimmed · 4 unchanged · 6 sold out
| 1 | SPCX on Yahoo Finance (opens in a new tab) | Space Exploration Techn CorpCLASS A COM STK | 49.2% | $2.9B | 16,981,350 | New | $170.68 | $144.89 | -15.1% |
| 2 | NVDA on Yahoo Finance (opens in a new tab) | Nvidia CorporationCOM | 8.1% | $475M | 2,374,600 | Trimmed -21.7% | $126.53* | $215.30 | +70.2% |
| 3 | GOOGL on Yahoo Finance (opens in a new tab) | Alphabet IncCAP STK CL A | 6.8% | $398M | 1,114,200 | Trimmed -30.5% | $285.04 | $341.57 | +19.8% |
| 4 | AMZN on Yahoo Finance (opens in a new tab) | Amazon Com IncCOM | 4.4% | $257M | 1,079,500 | Trimmed -8.4% | $147.87* | $249.20 | +68.5% |
| 5 | MSFT on Yahoo Finance (opens in a new tab) | Microsoft CorpCOM | 4.0% | $236M | 633,300 | Trimmed -17.0% | $462.36 | $526.88 | +14.0% |
| 6 | ASML on Yahoo Finance (opens in a new tab) | ASML Hldg NVN Y REGISTRY SHS | 3.6% | $212M | 106,700 | Trimmed -22.2% | $892.06 | $1658.81 | +86.0% |
| 7 | AVGO on Yahoo Finance (opens in a new tab) | Broadcom IncCOM | 3.1% | $184M | 486,400 | Trimmed -38.6% | $197.40 | $332.05 | +68.2% |
| 8 | SNDK on Yahoo Finance (opens in a new tab) | Sandisk CorpCOM | 2.9% | $172M | 75,800 | Added +20.5% | $711.68 | $1328.47 | +86.7% |
| 9 | SE on Yahoo Finance (opens in a new tab) | Sea LtdSPONSORD ADS | 2.9% | $170M | 1,775,000 | Unchanged | $117.33 | $94.44 | -19.5% |
| 10 | TSLA on Yahoo Finance (opens in a new tab) | Tesla IncCOM | 2.2% | $130M | 308,800 | Trimmed -16.9% | $443.29 | $353.28 | -20.3% |
| 11 | META on Yahoo Finance (opens in a new tab) | Meta Platforms IncCL A | 2.1% | $125M | 222,600 | Trimmed -13.3% | $298.26* | $706.95 | +137.0% |
| 12 | NOW on Yahoo Finance (opens in a new tab) | ServiceNow IncCOM | 1.9% | $113M | 1,135,000 | Unchanged | $160.29* | $140.98 | -12.0% |
| 13 | KLAR on Yahoo Finance (opens in a new tab) | Klarna Group PLCSHS | 1.8% | $107M | 5,266,524 | Unchanged | $42.58 | $13.01 | -69.5% |
| 14 | TTAN on Yahoo Finance (opens in a new tab) | Servicetitan IncSHS CL A | 1.5% | $87M | 1,229,285 | Unchanged | $104.38 | $75.11 | -28.0% |
| 15 | DASH on Yahoo Finance (opens in a new tab) | DoorDash IncCL A | 1.4% | $83M | 447,626 | Trimmed -71.9% | $212.64 | $187.87 | -11.7% |
| 16 | AMD on Yahoo Finance (opens in a new tab) | Advanced Micro Devices IncCOM | 1.1% | $65M | 111,500 | New | $409.99 | $534.28 | +30.3% |
| 17 | SNOW on Yahoo Finance (opens in a new tab) | Snowflake IncCOM SHS | 0.9% | $51M | 201,200 | Trimmed -62.4% | $190.87 | $304.05 | +59.3% |
| 18 | CIEN on Yahoo Finance (opens in a new tab) | Ciena CorpCOM NEW | 0.7% | $44M | 89,000 | New | $509.94 | $336.93 | -33.9% |
| 19 | CPNG on Yahoo Finance (opens in a new tab) | Coupang IncCL A | 0.6% | $36M | 2,088,200 | New | $18.05 | $14.35 | -20.5% |
| 20 | MPWR on Yahoo Finance (opens in a new tab) | Monolithic Pwr Sys IncCOM | 0.4% | $25M | 18,300 | New | $1496.93 | $1220.21 | -18.5% |
| 21 | NET on Yahoo Finance (opens in a new tab) | Cloudflare IncCL A COM | 0.4% | $25M | 100,800 | New | $218.77 | $293.24 | +34.0% |
Sold out since Q1 2026
- NTSK on Yahoo Finance (opens in a new tab)Netskope Inc$93M at Q1 2026
- CHYM on Yahoo Finance (opens in a new tab)Chime Finl Inc$78M at Q1 2026
- CRDO on Yahoo Finance (opens in a new tab)Credo Technology Group Holdi$62M at Q1 2026
- Z on Yahoo Finance (opens in a new tab)Zillow Group Inc$52M at Q1 2026
- CART on Yahoo Finance (opens in a new tab)Maplebear Inc$10M at Q1 2026
- FIG on Yahoo Finance (opens in a new tab)Figma Inc$1M at Q1 2026
Estimated, from reported holdings
Quarter by quarter
High-conviction buys (new positions at 3% or more of the portfolio) since Q3 2023: 14. Of 13 with six months of history, 23.1% beat the S&P 500 from the filing date.
Source: SEC Form 13F-HR 0000905148-26-003747, compared with the Q1 2026 report. 0 option rows are excluded from weights. Tickers map from CUSIP via OpenFIGI. Estimated returns weight each position’s next-quarter total return (Yahoo Finance adjusted closes) by its quarter-end value and assume no trades. Estimated cost averages daily adjusted closes in each quarter the share count rose, from Q3 2023 onward (* = held at the start of our data). Price is the latest close.
Important information
Form 13F data is delayed. Managers have up to 45 days after each calendar quarter to file, so holdings shown may have changed materially since the report date. 13F reports cover long positions in US-listed equities and certain other securities only; they exclude short positions, most non-US holdings, cash, bonds and private investments, and managers may request confidential treatment for some positions. Options rows are listed in filings but are not counted in the holdings and weights shown here.
Estimated holdings returns, estimated cost and high-conviction results are hypothetical calculations from quarter-end holdings and public prices, assuming no trades between reports. They are not the actual returns or costs of any fund or manager and do not reflect fees, trading, leverage, shorts or cash. Biographies are drawn from cited public sources. This page is for information only and is not individualized investment advice or a recommendation to buy or sell any security. Gulfstream Capital and its clients may hold positions in securities shown.