Q4 2025 · 13F-HR
SCGE MANAGEMENT, L.P.holdings as filed
Filed 2026-02-13 · accession 0000905148-26-000712
$4.39B
Reported value
20
Positions
2025-12-31
Period end
The Brief · SCGE MANAGEMENT, L.P. · Q4 2025
AI · grounded in 13F
SCGE MANAGEMENT, L.P. established a new position in GOOGL worth $501.7M. The fund also opened new stakes in TSLA for $183M and CRDO for $82M. On the sell side, the fund closed positions in PANW for $383.8M, ORCL for $312.5M, and NTSK for $312.1M. Additionally, the fund increased its share counts in ASML by 76.7% and NVDA by 45.8%.
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 67066G104 | NVDA | NVIDIA CORPORATION | $620.1M | 14.1% | 3,325,000 | Common | SOLE |
| 02079K305 | GOOGL | ALPHABET INC | $501.7M | 11.4% | 1,603,000 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $412.0M | 9.39% | 852,000 | Common | SOLE |
| 25809K105 | DASH | DOORDASH INC | $361.0M | 8.22% | 1,594,000 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $298.0M | 6.79% | 1,291,000 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $251.3M | 5.72% | 726,000 | Common | SOLE |
| N07059210 | ASML | ASML HOLDING N V | $243.9M | 5.56% | 228,000 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $228.4M | 5.20% | 346,000 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $226.4M | 5.16% | 1,775,000 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $183.0M | 4.17% | 407,000 | Common | SOLE |
| 833445109 | SNOW | SNOWFLAKE INC | $174.8M | 3.98% | 797,000 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $173.9M | 3.96% | 1,135,000 | Common | SOLE |
| G5279N105 | KLAR | KLARNA GROUP PLC | $152.3M | 3.47% | 5,266,524 | Common | SOLE |
| 98954M200 | Z | ZILLOW GROUP INC | $136.3M | 3.10% | 1,998,000 | Common | SOLE |
| 81764X103 | TTAN | SERVICETITAN INC | $130.9M | 2.98% | 1,229,285 | Common | SOLE |
| 16935C109 | CHYM | CHIME FINL INC | $111.3M | 2.53% | 4,420,841 | Common | SOLE |
| 146869102 | CVNA | CARVANA CO | $87.8M | 2.00% | 208,000 | Common | SOLE |
| G25457105 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $82.0M | 1.87% | 570,000 | Common | SOLE |
| 565394103 | CART | MAPLEBEAR INC | $12.6M | 0.29% | 280,037 | Common | SOLE |
| 316841105 | FIG | FIGMA INC | $2.2M | 0.05% | 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.