Filed: 11/14/2025ACC: 0000905148-25-004004
📋 What this filing means
SCGE MANAGEMENT, L.P. filed this quarterly 13F‑HR report disclosing 24 equity positions with a total reported market value of $5.43B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
24
Positions
$5.43B
Total AUM (reported)
41.63M
Total Shares
Allocation by class
COM$2.45B45.2%
CL A$1.41B25.9%
SHS$452.39M8.3%
SPONSORD ADS$304.56M5.6%
COM SHS$201.42M3.7%
CL C CAP STK$133.99M2.5%
SPONSORED ADS$126.52M2.3%
Portfolio Concentration
Top 3$1.52B28.0%
4–10$2.18B40.1%
11–25$1.73B31.8%
Top 3 weight
28.0%
Top 10 weight
68.2%
Voting Authority Distribution
Total shares with voting rights: 41.63M
Sole
Full voting authority
41.63M
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)
Sole24
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings24
Rows:
META PLATFORMS INC
SOLEShares968K
TypeSH
Market value$710.88M
13.10%
Sole
968K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares2.28M
TypeSH
Market value$425.59M
7.84%
Sole
2.28M
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares1.89M
TypeSH
Market value$383.82M
7.07%
Sole
1.89M
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares1.20M
TypeSH
Market value$327.48M
6.04%
Sole
1.20M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares611K
TypeSH
Market value$316.47M
5.83%
Sole
611K
Shared
0.00
None
0.00
BROADCOM INC
SOLEShares950.50K
TypeSH
Market value$313.58M
5.78%
Sole
950.50K
Shared
0.00
None
0.00
ORACLE CORP
SOLEShares1.11M
TypeSH
Market value$312.46M
5.76%
Sole
1.11M
Shared
0.00
None
0.00
NETSKOPE INC
SOLEShares13.73M
TypeSH
Market value$312.10M
5.75%
Sole
13.73M
Shared
0.00
None
0.00
SEA LTD
SOLEShares1.70M
TypeSH
Market value$304.56M
5.61%
Sole
1.70M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares1.32M
TypeSH
Market value$290.71M
5.36%
Sole
1.32M
Shared
0.00
None
0.00
SPOTIFY TECHNOLOGY S A
SOLEShares371.60K
TypeSH
Market value$259.38M
4.78%
Sole
371.60K
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares227K
TypeSH
Market value$208.90M
3.85%
Sole
227K
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares893K
TypeSH
Market value$201.42M
3.71%
Sole
893K
Shared
0.00
None
0.00
KLARNA GROUP PLC
SOLEShares5.27M
TypeSH
Market value$193.02M
3.56%
Sole
5.27M
Shared
0.00
None
0.00
CADENCE DESIGN SYSTEM INC
SOLEShares541K
TypeSH
Market value$190.03M
3.50%
Sole
541K
Shared
0.00
None
0.00
ZILLOW GROUP INC
SOLEShares1.74M
TypeSH
Market value$133.99M
2.47%
Sole
1.74M
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares453K
TypeSH
Market value$126.52M
2.33%
Sole
453K
Shared
0.00
None
0.00
ASML HOLDING N V
SOLEShares129K
TypeSH
Market value$124.88M
2.30%
Sole
129K
Shared
0.00
None
0.00
SERVICETITAN INC
SOLEShares1.23M
TypeSH
Market value$123.95M
2.28%
Sole
1.23M
Shared
0.00
None
0.00
CHIME FINL INC
SOLEShares4.42M
TypeSH
Market value$89.17M
1.64%
Sole
4.42M
Shared
0.00
None
0.00
CARVANA CO
SOLEShares151K
TypeSH
Market value$56.96M
1.05%
Sole
151K
Shared
0.00
None
0.00
MAPLEBEAR INC
SOLEShares280.04K
TypeSH
Market value$10.29M
0.19%
Sole
280.04K
Shared
0.00
None
0.00
BULLISH
SOLEShares100K
TypeSH
Market value$6.36M
0.12%
Sole
100K
Shared
0.00
None
0.00
FIGMA INC
SOLEShares60K
TypeSH
Market value$3.11M
0.06%
Sole
60K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
META PLATFORMS INCSOLE | CL A | 968K | SH | $710.88M 13.10% | 968K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 2.28M | SH | $425.59M 7.84% | 2.28M | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 1.89M | SH | $383.82M 7.07% | 1.89M | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 1.20M | SH | $327.48M 6.04% | 1.20M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 611K | SH | $316.47M 5.83% | 611K | 0.00 | 0.00 |
BROADCOM INCSOLE | COM | 950.50K | SH | $313.58M 5.78% | 950.50K | 0.00 | 0.00 |
ORACLE CORPSOLE | COM | 1.11M | SH | $312.46M 5.76% | 1.11M | 0.00 | 0.00 |
NETSKOPE INCSOLE | CL A | 13.73M | SH | $312.10M 5.75% | 13.73M | 0.00 | 0.00 |
SEA LTDSOLE | SPONSORD ADS | 1.70M | SH | $304.56M 5.61% | 1.70M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 1.32M | SH | $290.71M 5.36% | 1.32M | 0.00 | 0.00 |
SPOTIFY TECHNOLOGY S ASOLE | SHS | 371.60K | SH | $259.38M 4.78% | 371.60K | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 227K | SH | $208.90M 3.85% | 227K | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | COM SHS | 893K | SH | $201.42M 3.71% | 893K | 0.00 | 0.00 |
KLARNA GROUP PLCSOLE | SHS | 5.27M | SH | $193.02M 3.56% | 5.27M | 0.00 | 0.00 |
CADENCE DESIGN SYSTEM INCSOLE | COM | 541K | SH | $190.03M 3.50% | 541K | 0.00 | 0.00 |
ZILLOW GROUP INCSOLE | CL C CAP STK | 1.74M | SH | $133.99M 2.47% | 1.74M | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 453K | SH | $126.52M 2.33% | 453K | 0.00 | 0.00 |
ASML HOLDING N VSOLE | N Y REGISTRY SHS | 129K | SH | $124.88M 2.30% | 129K | 0.00 | 0.00 |
SERVICETITAN INCSOLE | SHS CL A | 1.23M | SH | $123.95M 2.28% | 1.23M | 0.00 | 0.00 |
CHIME FINL INCSOLE | COM SHS CL A | 4.42M | SH | $89.17M 1.64% | 4.42M | 0.00 | 0.00 |
CARVANA COSOLE | CL A | 151K | SH | $56.96M 1.05% | 151K | 0.00 | 0.00 |
MAPLEBEAR INCSOLE | COM | 280.04K | SH | $10.29M 0.19% | 280.04K | 0.00 | 0.00 |
BULLISHSOLE | ORD SHS | 100K | SH | $6.36M 0.12% | 100K | 0.00 | 0.00 |
FIGMA INCSOLE | CLASS A COM STK | 60K | SH | $3.11M 0.06% | 60K | 0.00 | 0.00 |