Q2 2025 · 13F-HR
SCGE MANAGEMENT, L.P.holdings as filed
Filed 2025-08-14 · accession 0000905148-25-002966
$4.77B
Reported value
20
Positions
2025-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 30303M102 | META | META PLATFORMS INC | $714.5M | 15.0% | 968,000 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $385.7M | 8.09% | 1,885,000 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $351.6M | 7.37% | 1,275,500 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $340.9M | 7.15% | 2,158,000 | Common | SOLE |
| 68389X105 | ORCL | ORACLE CORP | $291.2M | 6.11% | 1,332,000 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $280.7M | 5.89% | 1,755,000 | Common | SOLE |
| 25809K105 | DASH | DOORDASH INC | $267.5M | 5.61% | 1,085,000 | Common | SOLE |
| 81762P102 | NOW | SERVICENOW INC | $250.9M | 5.26% | 244,000 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $250.8M | 5.26% | 1,143,000 | Common | SOLE |
| L8681T102 | SPOT | SPOTIFY TECHNOLOGY S A | $250.2M | 5.25% | 326,000 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $232.7M | 4.88% | 7,767,000 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $228.3M | 4.79% | 459,000 | Common | SOLE |
| 127387108 | CDNS | CADENCE DESIGN SYSTEM INC | $187.7M | 3.94% | 609,000 | Common | SOLE |
| 268150109 | DT | DYNATRACE INC | $155.9M | 3.27% | 2,823,000 | Common | SOLE |
| 16935C109 | CHYM | CHIME FINL INC | $152.6M | 3.20% | 4,420,841 | Common | SOLE |
| 833445109 | SNOW | SNOWFLAKE INC | $140.5M | 2.95% | 628,000 | Common | SOLE |
| 81764X103 | TTAN | SERVICETITAN INC | $131.8M | 2.76% | 1,229,285 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $125.9M | 2.64% | 556,000 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $16.1M | 0.34% | 1,176,507 | Common | SOLE |
| 565394103 | CART | MAPLEBEAR INC | $12.7M | 0.27% | 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.