Filed: 5/15/2025ACC: 0000905148-25-001751
📋 What this filing means
SCGE MANAGEMENT, L.P. filed this quarterly 13F‑HR report disclosing 15 equity positions with a total reported market value of $3.47B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
15
Positions
$3.47B
Total AUM (reported)
31.73M
Total Shares
Allocation by class
COM$1.46B42.0%
CL A$1.43B41.3%
SPONSORD ADS$281.86M8.1%
SPONSORED ADS$132.97M3.8%
SHS CL A$116.92M3.4%
ORD SHS CL A$50.96M1.5%
Portfolio Concentration
Top 3$1.23B35.4%
4–10$1.76B50.8%
11–25$481.11M13.9%
Top 3 weight
35.4%
Top 10 weight
86.1%
Voting Authority Distribution
Total shares with voting rights: 31.73M
Sole
Full voting authority
31.73M
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)
Sole15
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings15
Rows:
META PLATFORMS INC
SOLEShares968K
TypeSH
Market value$557.92M
16.08%
Sole
968K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares435K
TypeSH
Market value$346.32M
9.98%
Sole
435K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares3.39M
TypeSH
Market value$323.30M
9.32%
Sole
3.39M
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares1.89M
TypeSH
Market value$321.66M
9.27%
Sole
1.89M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares1.69M
TypeSH
Market value$321.54M
9.26%
Sole
1.69M
Shared
0.00
None
0.00
SEA LTD
SOLEShares2.16M
TypeSH
Market value$281.86M
8.12%
Sole
2.16M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares2.34M
TypeSH
Market value$253.18M
7.29%
Sole
2.34M
Shared
0.00
None
0.00
ATLASSIAN CORPORATION
SOLEShares996K
TypeSH
Market value$211.36M
6.09%
Sole
996K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares1.21M
TypeSH
Market value$202.09M
5.82%
Sole
1.21M
Shared
0.00
None
0.00
COUPANG INC
SOLEShares7.77M
TypeSH
Market value$170.33M
4.91%
Sole
7.77M
Shared
0.00
None
0.00
REDDIT INC
SOLEShares1.61M
TypeSH
Market value$169.10M
4.87%
Sole
1.61M
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares801K
TypeSH
Market value$132.97M
3.83%
Sole
801K
Shared
0.00
None
0.00
SERVICETITAN INC
SOLEShares1.23M
TypeSH
Market value$116.92M
3.37%
Sole
1.23M
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares4.98M
TypeSH
Market value$50.96M
1.47%
Sole
4.98M
Shared
0.00
None
0.00
MAPLEBEAR INC
SOLEShares280.04K
TypeSH
Market value$11.17M
0.32%
Sole
280.04K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
META PLATFORMS INCSOLE | CL A | 968K | SH | $557.92M 16.08% | 968K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 435K | SH | $346.32M 9.98% | 435K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A | 3.39M | SH | $323.30M 9.32% | 3.39M | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 1.89M | SH | $321.66M 9.27% | 1.89M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.69M | SH | $321.54M 9.26% | 1.69M | 0.00 | 0.00 |
SEA LTDSOLE | SPONSORD ADS | 2.16M | SH | $281.86M 8.12% | 2.16M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 2.34M | SH | $253.18M 7.29% | 2.34M | 0.00 | 0.00 |
ATLASSIAN CORPORATIONSOLE | CL A | 996K | SH | $211.36M 6.09% | 996K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 1.21M | SH | $202.09M 5.82% | 1.21M | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 7.77M | SH | $170.33M 4.91% | 7.77M | 0.00 | 0.00 |
REDDIT INCSOLE | CL A | 1.61M | SH | $169.10M 4.87% | 1.61M | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 801K | SH | $132.97M 3.83% | 801K | 0.00 | 0.00 |
SERVICETITAN INCSOLE | SHS CL A | 1.23M | SH | $116.92M 3.37% | 1.23M | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 4.98M | SH | $50.96M 1.47% | 4.98M | 0.00 | 0.00 |
MAPLEBEAR INCSOLE | COM | 280.04K | SH | $11.17M 0.32% | 280.04K | 0.00 | 0.00 |