Filed: 8/14/2025ACC: 0000905148-25-002966
📋 What this filing means
SCGE MANAGEMENT, L.P. filed this quarterly 13F‑HR report disclosing 20 equity positions with a total reported market value of $4.77B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
20
Positions
$4.77B
Total AUM (reported)
32.12M
Total Shares
Allocation by class
COM$2.30B48.2%
CL A$1.36B28.4%
SPONSORD ADS$280.69M5.9%
SHS$250.15M5.2%
COM NEW$155.86M3.3%
COM SHS CL A$152.56M3.2%
SHS CL A$131.75M2.8%
Portfolio Concentration
Top 3$1.45B30.4%
4–10$1.93B40.5%
11–25$1.38B29.0%
Top 3 weight
30.4%
Top 10 weight
71.0%
Voting Authority Distribution
Total shares with voting rights: 32.12M
Sole
Full voting authority
32.12M
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)
Sole20
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings20
Rows:
META PLATFORMS INC
SOLEShares968K
TypeSH
Market value$714.47M
14.98%
Sole
968K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares1.89M
TypeSH
Market value$385.75M
8.09%
Sole
1.89M
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares1.28M
TypeSH
Market value$351.59M
7.37%
Sole
1.28M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares2.16M
TypeSH
Market value$340.94M
7.15%
Sole
2.16M
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares1.33M
TypeSH
Market value$291.22M
6.11%
Sole
1.33M
Shared
0.00
None
0.00
SEA LTD
SOLEShares1.75M
TypeSH
Market value$280.69M
5.89%
Sole
1.75M
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares1.08M
TypeSH
Market value$267.46M
5.61%
Sole
1.08M
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares244K
TypeSH
Market value$250.85M
5.26%
Sole
244K
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares1.14M
TypeSH
Market value$250.76M
5.26%
Sole
1.14M
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares326K
TypeSH
Market value$250.15M
5.25%
Sole
326K
Shared
0.00
None
0.00
COUPANG INC
SOLEShares7.77M
TypeSH
Market value$232.70M
4.88%
Sole
7.77M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares459K
TypeSH
Market value$228.31M
4.79%
Sole
459K
Shared
0.00
None
0.00
CADENCE DESIGN SYSTEM INC
SOLEShares609K
TypeSH
Market value$187.66M
3.94%
Sole
609K
Shared
0.00
None
0.00
DYNATRACE INC
SOLEShares2.82M
TypeSH
Market value$155.86M
3.27%
Sole
2.82M
Shared
0.00
None
0.00
CHIME FINL INC
SOLEShares4.42M
TypeSH
Market value$152.56M
3.20%
Sole
4.42M
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares628K
TypeSH
Market value$140.53M
2.95%
Sole
628K
Shared
0.00
None
0.00
SERVICETITAN INC
SOLEShares1.23M
TypeSH
Market value$131.75M
2.76%
Sole
1.23M
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares556K
TypeSH
Market value$125.93M
2.64%
Sole
556K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares1.18M
TypeSH
Market value$16.14M
0.34%
Sole
1.18M
Shared
0.00
None
0.00
MAPLEBEAR INC
SOLEShares280.04K
TypeSH
Market value$12.67M
0.27%
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 | $714.47M 14.98% | 968K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 1.89M | SH | $385.75M 8.09% | 1.89M | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 1.28M | SH | $351.59M 7.37% | 1.28M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 2.16M | SH | $340.94M 7.15% | 2.16M | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 1.33M | SH | $291.22M 6.11% | 1.33M | 0.00 | 0.00 |
SEA LTDSOLE | SPONSORD ADS | 1.75M | SH | $280.69M 5.89% | 1.75M | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 1.08M | SH | $267.46M 5.61% | 1.08M | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 244K | SH | $250.85M 5.26% | 244K | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.14M | SH | $250.76M 5.26% | 1.14M | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 326K | SH | $250.15M 5.25% | 326K | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 7.77M | SH | $232.70M 4.88% | 7.77M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 459K | SH | $228.31M 4.79% | 459K | 0.00 | 0.00 |
CADENCE DESIGN SYSTEM INCSOLE | COM | 609K | SH | $187.66M 3.94% | 609K | 0.00 | 0.00 |
DYNATRACE INCSOLE | COM NEW | 2.82M | SH | $155.86M 3.27% | 2.82M | 0.00 | 0.00 |
CHIME FINL INCSOLE | COM SHS CL A | 4.42M | SH | $152.56M 3.20% | 4.42M | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | CL A | 628K | SH | $140.53M 2.95% | 628K | 0.00 | 0.00 |
SERVICETITAN INCSOLE | SHS CL A | 1.23M | SH | $131.75M 2.76% | 1.23M | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 556K | SH | $125.93M 2.64% | 556K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 1.18M | SH | $16.14M 0.34% | 1.18M | 0.00 | 0.00 |
MAPLEBEAR INCSOLE | COM | 280.04K | SH | $12.67M 0.27% | 280.04K | 0.00 | 0.00 |