13F HOLDINGS REPORT
SCGE MANAGEMENT, L.P.
Quarter ended Q4 2025 · Filed February 13, 2026 · Accession 0000905148-26-000712
Total Value
$4.39B
Positions
20
Other Managers
0
Confidential Omitted
No
Holdings (20)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | NVDA | 3,325,000 | $620.1M | 14.13% |
| 2 | ALPHABET INC | GOOG | 1,603,000 | $501.7M | 11.43% |
| 3 | MICROSOFT CORP | MSFT | 852,000 | $412.0M | 9.39% |
| 4 | DOORDASH INC | DASH | 1,594,000 | $361.0M | 8.22% |
| 5 | AMAZON COM INC | AMZN | 1,291,000 | $298.0M | 6.79% |
| 6 | BROADCOM INC | AVGO | 726,000 | $251.3M | 5.72% |
| 7 | ASML HOLDING N V | ASMLF | 228,000 | $243.9M | 5.56% |
| 8 | META PLATFORMS INC | META | 346,000 | $228.4M | 5.20% |
| 9 | SEA LTD | SE | 1,775,000 | $226.4M | 5.16% |
| 10 | TESLA INC | TSLA | 407,000 | $183.0M | 4.17% |
| 11 | SNOWFLAKE INC | SNOW | 797,000 | $174.8M | 3.98% |
| 12 | SERVICENOW INC | NOW | 1,135,000 | $173.9M | 3.96% |
| 13 | KLARNA GROUP PLC | KLAR | 5,266,524 | $152.3M | 3.47% |
| 14 | ZILLOW GROUP INC | Z | 1,998,000 | $136.3M | 3.10% |
| 15 | SERVICETITAN INC | TTAN | 1,229,285 | $130.9M | 2.98% |
| 16 | CHIME FINL INC | 16935C109 | 4,420,841 | $111.3M | 2.53% |
| 17 | CARVANA CO | CVNA | 208,000 | $87.8M | 2.00% |
| 18 | CREDO TECHNOLOGY GROUP HOLDI | CRDO | 570,000 | $82.0M | 1.87% |
| 19 | MAPLEBEAR INC | CART | 280,037 | $12.6M | 0.29% |
| 20 | FIGMA INC | FIG | 60,000 | $2.2M | 0.05% |