13F HOLDINGS REPORT
SCGE MANAGEMENT, L.P.
Quarter ended Q1 2025 · Filed May 15, 2025 · Accession 0000905148-25-001751
Total Value
$3.47B
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 968,000 | $557.9M | 16.08% |
| 2 | SERVICENOW INC | NOW | 435,000 | $346.3M | 9.98% |
| 3 | SHOPIFY INC | SHOP | 3,386,000 | $323.3M | 9.32% |
| 4 | PALO ALTO NETWORKS INC | PANW | 1,885,000 | $321.7M | 9.27% |
| 5 | AMAZON COM INC | AMZN | 1,690,000 | $321.5M | 9.26% |
| 6 | SEA LTD | SE | 2,160,000 | $281.9M | 8.12% |
| 7 | NVIDIA CORPORATION | NVDA | 2,336,000 | $253.2M | 7.29% |
| 8 | ATLASSIAN CORPORATION | TEAM | 996,000 | $211.4M | 6.09% |
| 9 | BROADCOM INC | AVGO | 1,207,000 | $202.1M | 5.82% |
| 10 | COUPANG INC | CPNG | 7,767,000 | $170.3M | 4.91% |
| 11 | REDDIT INC | RDDT | 1,612,000 | $169.1M | 4.87% |
| 12 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 801,000 | $133.0M | 3.83% |
| 13 | SERVICETITAN INC | TTAN | 1,229,285 | $116.9M | 3.37% |
| 14 | NU HLDGS LTD | NU | 4,976,507 | $51.0M | 1.47% |
| 15 | MAPLEBEAR INC | CART | 280,037 | $11.2M | 0.32% |