Institutional Manager · CIK 0001537530
SCGE MANAGEMENT, L.P.
MENLO PARK, CA · File #028-14804
Latest AUM
$4.39B
Positions
20
Top-10 Concentration
75.8%
Filings
10
Portfolio Value Over Time
2024-03
2024-06
2024-09
2024-12
2025-03
2025-06
2025-09
2025-12
Biggest QoQ Changes
Ranked by conviction flow (share change × current price) so mark-to-market moves don't dominate. Price effect column shows how much of the $ change was just the stock moving.
| Action | Issuer | Ticker / CUSIP | Δ Shares | Flow ($) | Price Effect |
|---|---|---|---|---|---|
| NEW | ALPHABET INC | GOOG | +1,603,000 | +$501.7M | $0 |
| REDUCE | META PLATFORMS INC | META | -622,000 | -$410.6M | -$71.9M |
| EXITED | PALO ALTO NETWORKS INC | 697435105 | -1,885,000 | -$383.8M | $0 |
| EXITED | ORACLE CORP | 68389X105 | -1,111,000 | -$312.5M | $0 |
| EXITED | NETSKOPE INC | 64119N608 | -13,730,921 | -$312.1M | $0 |
| EXITED | SPOTIFY TECHNOLOGY S A | L8681T102 | -371,600 | -$259.4M | $0 |
| ADD | NVIDIA CORPORATION | NVDA | +1,044,000 | +$194.7M | -$182,480 |
| EXITED | CADENCE DESIGN SYSTEM INC | 127387108 | -541,000 | -$190.0M | $0 |
| NEW | TESLA INC | TSLA | +407,000 | +$183.0M | $0 |
| ADD | SERVICENOW INC | NOW | +908,000 | +$139.1M | -$174.1M |
Sector Allocation
Filing History
- 13F HOLDINGS REPORTQ/E Dec 202520 pos · $4.39B
- 13F HOLDINGS REPORT (Amended)Q/E Dec 202524 pos · $5.12B
- 13F HOLDINGS REPORTQ/E Sep 202524 pos · $5.43B
- 13F HOLDINGS REPORTQ/E Jun 202520 pos · $4.77B
- 13F HOLDINGS REPORTQ/E Mar 202515 pos · $3.47B
- 13F HOLDINGS REPORTQ/E Dec 202423 pos · $5.41B
- 13F HOLDINGS REPORTQ/E Sep 202415 pos · $4.59B
- 13F HOLDINGS REPORTQ/E Jun 202419 pos · $5.12B
- 13F HOLDINGS REPORTQ/E Mar 202419 pos · $5.28B
- 13F HOLDINGS REPORTQ/E Dec 202326 pos · $3.85B
Top 20 Holdings — Dec 2025
| # | Issuer | Ticker | Shares | Value | % of Portfolio |
|---|---|---|---|---|---|
| 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% |