Q3 2025 · 13F-HR
SCGE MANAGEMENT, L.P.holdings as filed
Filed 2025-11-14 · accession 0000905148-25-004004
$5.43B
Reported value
24
Positions
2025-09-30
Period end
The Brief · SCGE MANAGEMENT, L.P. · Q3 2025
AI · grounded in 13F
SCGE MANAGEMENT, L.P. established a new position in META valued at $710.9M. The fund also initiated new stakes in NVDA for $425.6M and PANW for $383.8M. Other new additions include DASH, MSFT, and AVGO. The fund ended the period with 24 positions and total AUM of $5.4B.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 30303M102 | META | META PLATFORMS INC | $710.9M | 13.1% | 968,000 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $425.6M | 7.84% | 2,281,000 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $383.8M | 7.07% | 1,885,000 | Common | SOLE |
| 25809K105 | DASH | DOORDASH INC | $327.5M | 6.04% | 1,204,000 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $316.5M | 5.83% | 611,000 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $313.6M | 5.78% | 950,500 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $312.5M | 5.76% | 1,111,000 | Common | SOLE |
| 64119N608 | NTSK | NETSKOPE INC | $312.1M | 5.75% | 13,730,921 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $304.6M | 5.61% | 1,704,000 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $290.7M | 5.36% | 1,324,000 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $259.4M | 4.78% | 371,600 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $208.9M | 3.85% | 227,000 | Common | SOLE |
| 833445109 | SNOW | SNOWFLAKE INC | $201.4M | 3.71% | 893,000 | Common | SOLE |
| G5279N105 | KLAR | KLARNA GROUP PLC | $193.0M | 3.56% | 5,266,524 | Common | SOLE |
| 127387108 | CDNS | CADENCE DESIGN SYSTEM INC | $190.0M | 3.50% | 541,000 | Common | SOLE |
| 98954M200 | Z | ZILLOW GROUP INC | $134.0M | 2.47% | 1,739,000 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $126.5M | 2.33% | 453,000 | Common | SOLE |
| N07059210 | ASML | ASML HOLDING N V | $124.9M | 2.30% | 129,000 | Common | SOLE |
| 81764X103 | TTAN | SERVICETITAN INC | $123.9M | 2.28% | 1,229,285 | Common | SOLE |
| 16935C109 | CHYM | CHIME FINL INC | $89.2M | 1.64% | 4,420,841 | Common | SOLE |
| 146869102 | CVNA | CARVANA CO | $57.0M | 1.05% | 151,000 | Common | SOLE |
| 565394103 | CART | MAPLEBEAR INC | $10.3M | 0.19% | 280,037 | Common | SOLE |
| G16910120 | BLSH | BULLISH | $6.4M | 0.12% | 100,000 | Common | SOLE |
| 316841105 | FIG | FIGMA INC | $3.1M | 0.06% | 60,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.