Q1 2025 · 13F-HR
SCGE MANAGEMENT, L.P.holdings as filed
Filed 2025-05-15 · accession 0000905148-25-001751
$3.47B
Reported value
15
Positions
2025-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 30303M102 | META | META PLATFORMS INC | $557.9M | 16.1% | 968,000 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $346.3M | 9.98% | 435,000 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $323.3M | 9.32% | 3,386,000 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $321.7M | 9.27% | 1,885,000 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $321.5M | 9.26% | 1,690,000 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $281.9M | 8.12% | 2,160,000 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $253.2M | 7.29% | 2,336,000 | Common | SOLE |
| 049468101 | TEAM | ATLASSIAN CORPORATION | $211.4M | 6.09% | 996,000 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $202.1M | 5.82% | 1,207,000 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $170.3M | 4.91% | 7,767,000 | Common | SOLE |
| 75734B100 | RDDT | REDDIT INC | $169.1M | 4.87% | 1,612,000 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $133.0M | 3.83% | 801,000 | Common | SOLE |
| 81764X103 | TTAN | SERVICETITAN INC | $116.9M | 3.37% | 1,229,285 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $51.0M | 1.47% | 4,976,507 | Common | SOLE |
| 565394103 | CART | MAPLEBEAR INC | $11.2M | 0.32% | 280,037 | 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.