13F HOLDINGS REPORT
SCGE MANAGEMENT, L.P.
Quarter ended Q2 2025 · Filed August 14, 2025 · Accession 0000905148-25-002966
Total Value
$4.77B
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 968,000 | $714.5M | 14.98% |
| 2 | PALO ALTO NETWORKS INC | PANW | 1,885,000 | $385.7M | 8.09% |
| 3 | BROADCOM INC | AVGO | 1,275,500 | $351.6M | 7.37% |
| 4 | NVIDIA CORPORATION | NVDA | 2,158,000 | $340.9M | 7.15% |
| 5 | ORACLE CORP | ORCL-PD | 1,332,000 | $291.2M | 6.11% |
| 6 | SEA LTD | SE | 1,755,000 | $280.7M | 5.89% |
| 7 | DOORDASH INC | DASH | 1,085,000 | $267.5M | 5.61% |
| 8 | SERVICENOW INC | NOW | 244,000 | $250.9M | 5.26% |
| 9 | AMAZON COM INC | AMZN | 1,143,000 | $250.8M | 5.26% |
| 10 | SPOTIFY TECHNOLOGY S A | SPOT | 326,000 | $250.2M | 5.25% |
| 11 | COUPANG INC | CPNG | 7,767,000 | $232.7M | 4.88% |
| 12 | MICROSOFT CORP | MSFT | 459,000 | $228.3M | 4.79% |
| 13 | CADENCE DESIGN SYSTEM INC | CDNS | 609,000 | $187.7M | 3.94% |
| 14 | DYNATRACE INC | DT | 2,823,000 | $155.9M | 3.27% |
| 15 | CHIME FINL INC | 16935C109 | 4,420,841 | $152.6M | 3.20% |
| 16 | SNOWFLAKE INC | SNOW | 628,000 | $140.5M | 2.95% |
| 17 | SERVICETITAN INC | TTAN | 1,229,285 | $131.8M | 2.76% |
| 18 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 556,000 | $125.9M | 2.64% |
| 19 | NU HLDGS LTD | NU | 1,176,507 | $16.1M | 0.34% |
| 20 | MAPLEBEAR INC | CART | 280,037 | $12.7M | 0.27% |