13F HOLDINGS REPORT
SCGE MANAGEMENT, L.P.
Quarter ended Q3 2025 · Filed November 14, 2025 · Accession 0000905148-25-004004
Total Value
$5.43B
Positions
24
Other Managers
0
Confidential Omitted
No
Holdings (24)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | META PLATFORMS INC | META | 968,000 | $710.9M | 13.10% |
| 2 | NVIDIA CORPORATION | NVDA | 2,281,000 | $425.6M | 7.84% |
| 3 | PALO ALTO NETWORKS INC | PANW | 1,885,000 | $383.8M | 7.07% |
| 4 | DOORDASH INC | DASH | 1,204,000 | $327.5M | 6.04% |
| 5 | MICROSOFT CORP | MSFT | 611,000 | $316.5M | 5.83% |
| 6 | BROADCOM INC | AVGO | 950,500 | $313.6M | 5.78% |
| 7 | ORACLE CORP | ORCL-PD | 1,111,000 | $312.5M | 5.76% |
| 8 | NETSKOPE INC | NTSK | 13,730,921 | $312.1M | 5.75% |
| 9 | SEA LTD | SE | 1,704,000 | $304.6M | 5.61% |
| 10 | AMAZON COM INC | AMZN | 1,324,000 | $290.7M | 5.36% |
| 11 | SPOTIFY TECHNOLOGY S A | SPOT | 371,600 | $259.4M | 4.78% |
| 12 | SERVICENOW INC | NOW | 227,000 | $208.9M | 3.85% |
| 13 | SNOWFLAKE INC | SNOW | 893,000 | $201.4M | 3.71% |
| 14 | KLARNA GROUP PLC | KLAR | 5,266,524 | $193.0M | 3.56% |
| 15 | CADENCE DESIGN SYSTEM INC | CDNS | 541,000 | $190.0M | 3.50% |
| 16 | ZILLOW GROUP INC | Z | 1,739,000 | $134.0M | 2.47% |
| 17 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 453,000 | $126.5M | 2.33% |
| 18 | ASML HOLDING N V | ASMLF | 129,000 | $124.9M | 2.30% |
| 19 | SERVICETITAN INC | TTAN | 1,229,285 | $123.9M | 2.28% |
| 20 | CHIME FINL INC | 16935C109 | 4,420,841 | $89.2M | 1.64% |
| 21 | CARVANA CO | CVNA | 151,000 | $57.0M | 1.05% |
| 22 | MAPLEBEAR INC | CART | 280,037 | $10.3M | 0.19% |
| 23 | BULLISH | BLSH | 100,000 | $6.4M | 0.12% |
| 24 | FIGMA INC | FIG | 60,000 | $3.1M | 0.06% |