Filed: 2/14/2025ACC: 0000905148-25-000649
📋 What this filing means
SCGE MANAGEMENT, L.P. filed this quarterly 13F‑HR report disclosing 23 equity positions with a total reported market value of $5.41B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
23
Positions
$5.41B
Total AUM (reported)
37.72M
Total Shares
Allocation by class
COM$3.03B56.0%
CL A$1.91B35.4%
SHS CL A$126.46M2.3%
SPONSORED ADS$105.26M1.9%
SPONSORD ADS$96.44M1.8%
ORD SHS CL A$89.59M1.7%
SHS$50.64M0.9%
Portfolio Concentration
Top 3$2.20B40.7%
4–10$1.91B35.4%
11–25$1.29B23.9%
Top 3 weight
40.7%
Top 10 weight
76.1%
Voting Authority Distribution
Total shares with voting rights: 37.72M
Sole
Full voting authority
37.72M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole23
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings23
Rows:
SERVICENOW INC
SOLEShares988K
TypeSH
Market value$1.05B
19.36%
Sole
988K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares1.21M
TypeSH
Market value$710.81M
13.14%
Sole
1.21M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares2.02M
TypeSH
Market value$442.73M
8.18%
Sole
2.02M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares2.93M
TypeSH
Market value$394.01M
7.28%
Sole
2.93M
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares3.68M
TypeSH
Market value$391.51M
7.24%
Sole
3.68M
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares1.45M
TypeSH
Market value$263.48M
4.87%
Sole
1.45M
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares1.12M
TypeSH
Market value$259.66M
4.80%
Sole
1.12M
Shared
0.00
None
0.00
ATLASSIAN CORPORATION
SOLEShares851K
TypeSH
Market value$207.12M
3.83%
Sole
851K
Shared
0.00
None
0.00
CARVANA CO
SOLEShares989K
TypeSH
Market value$201.12M
3.72%
Sole
989K
Shared
0.00
None
0.00
COUPANG INC
SOLEShares8.94M
TypeSH
Market value$196.39M
3.63%
Sole
8.94M
Shared
0.00
None
0.00
HUBSPOT INC
SOLEShares275K
TypeSH
Market value$191.61M
3.54%
Sole
275K
Shared
0.00
None
0.00
FAIR ISAAC CORP
SOLEShares75K
TypeSH
Market value$149.32M
2.76%
Sole
75K
Shared
0.00
None
0.00
SERVICETITAN INC
SOLEShares1.23M
TypeSH
Market value$126.46M
2.34%
Sole
1.23M
Shared
0.00
None
0.00
REDDIT INC
SOLEShares729K
TypeSH
Market value$119.15M
2.20%
Sole
729K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares533K
TypeSH
Market value$105.26M
1.95%
Sole
533K
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares249K
TypeSH
Market value$104.95M
1.94%
Sole
249K
Shared
0.00
None
0.00
NETFLIX INC
SOLEShares110K
TypeSH
Market value$98.05M
1.81%
Sole
110K
Shared
0.00
None
0.00
SEA LTD
SOLEShares909K
TypeSH
Market value$96.44M
1.78%
Sole
909K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares8.65M
TypeSH
Market value$89.59M
1.66%
Sole
8.65M
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares255K
TypeSH
Market value$87.25M
1.61%
Sole
255K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares38K
TypeSH
Market value$64.62M
1.19%
Sole
38K
Shared
0.00
None
0.00
MONDAY COM LTD
SOLEShares215.10K
TypeSH
Market value$50.64M
0.94%
Sole
215.10K
Shared
0.00
None
0.00
MAPLEBEAR INC
SOLEShares280.04K
TypeSH
Market value$11.60M
0.21%
Sole
280.04K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SERVICENOW INCSOLE | COM | 988K | SH | $1.05B 19.36% | 988K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 1.21M | SH | $710.81M 13.14% | 1.21M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 2.02M | SH | $442.73M 8.18% | 2.02M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 2.93M | SH | $394.01M 7.28% | 2.93M | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A | 3.68M | SH | $391.51M 7.24% | 3.68M | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 1.45M | SH | $263.48M 4.87% | 1.45M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 1.12M | SH | $259.66M 4.80% | 1.12M | 0.00 | 0.00 |
ATLASSIAN CORPORATIONSOLE | CL A | 851K | SH | $207.12M 3.83% | 851K | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 989K | SH | $201.12M 3.72% | 989K | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 8.94M | SH | $196.39M 3.63% | 8.94M | 0.00 | 0.00 |
HUBSPOT INCSOLE | COM | 275K | SH | $191.61M 3.54% | 275K | 0.00 | 0.00 |
FAIR ISAAC CORPSOLE | COM | 75K | SH | $149.32M 2.76% | 75K | 0.00 | 0.00 |
SERVICETITAN INCSOLE | SHS CL A | 1.23M | SH | $126.46M 2.34% | 1.23M | 0.00 | 0.00 |
REDDIT INCSOLE | CL A | 729K | SH | $119.15M 2.20% | 729K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 533K | SH | $105.26M 1.95% | 533K | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 249K | SH | $104.95M 1.94% | 249K | 0.00 | 0.00 |
NETFLIX INCSOLE | COM | 110K | SH | $98.05M 1.81% | 110K | 0.00 | 0.00 |
SEA LTDSOLE | SPONSORD ADS | 909K | SH | $96.44M 1.78% | 909K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 8.65M | SH | $89.59M 1.66% | 8.65M | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 255K | SH | $87.25M 1.61% | 255K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 38K | SH | $64.62M 1.19% | 38K | 0.00 | 0.00 |
MONDAY COM LTDSOLE | SHS | 215.10K | SH | $50.64M 0.94% | 215.10K | 0.00 | 0.00 |
MAPLEBEAR INCSOLE | COM | 280.04K | SH | $11.60M 0.21% | 280.04K | 0.00 | 0.00 |