SCGE MANAGEMENT, L.P.
CIK: 0001537530Latest portfolio: $4.4B · Q4 2025
Holdings
20
Total Value
$4.4B
New Positions
3
Closed Positions
7
Top Holdings
| # | Stock | Shares | Value | % Portfolio | Change | Type |
|---|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 3,325,000 | $620.1M | 14.13% | +1.0M | |
| 2 | GOOGLALPHABET INC | 1,603,000 | $501.7M | 11.43% | NEW | |
| 3 | MSFTMICROSOFT CORP | 852,000 | $412.0M | 9.39% | +241K | |
| 4 | DASHDOORDASH INC | 1,594,000 | $361.0M | 8.22% | +390K | |
| 5 | AMZNAMAZON COM INC | 1,291,000 | $298.0M | 6.79% | -33,000 | |
| 6 | AVGOBROADCOM INC | 726,000 | $251.3M | 5.72% | -224,500 | |
| 7 | ASMLASML HOLDING N V | 228,000 | $243.9M | 5.56% | +99K | |
| 8 | METAMETA PLATFORMS INC | 346,000 | $228.4M | 5.20% | -622,000 | |
| 9 | SESEA LTD | 1,775,000 | $226.4M | 5.16% | +71K | |
| 10 | TSLATESLA INC | 407,000 | $183.0M | 4.17% | NEW | |
| 11 | SNOWSNOWFLAKE INC | 797,000 | $174.8M | 3.98% | -96,000 | |
| 12 | NOWSERVICENOW INC | 1,135,000 | $173.9M | 3.96% | +908K | |
| 13 | KLARKLARNA GROUP PLC | 5,266,524 | $152.3M | 3.47% | — | |
| 14 | ZZILLOW GROUP INC | 1,998,000 | $136.3M | 3.10% | +259K | |
| 15 | TTANSERVICETITAN INC | 1,229,285 | $130.9M | 2.98% | — | |
| 16 | CHYMCHIME FINL INC | 4,420,841 | $111.3M | 2.53% | — | |
| 17 | CVNACARVANA CO | 208,000 | $87.8M | 2.00% | +57K | |
| 18 | CRDOCREDO TECHNOLOGY GROUP HOLDI | 570,000 | $82.0M | 1.87% | NEW | |
| 19 | CARTMAPLEBEAR INC | 280,037 | $12.6M | 0.29% | — | |
| 20 | FIGFIGMA INC | 60,000 | $2.2M | 0.05% | — |
Quarterly Changes
Sector Breakdown
Technology0.0% ($6.201124120442513e+47T)
Consumer Cyclical0.0% ($2979882264361830400.0T)
Communication Services0.0% ($501739361009228.4T)
Financial Services0.0% ($111.3M)
Filing History
| Quarter | Filing Date | Portfolio Value | Holdings |
|---|---|---|---|
| Q4 2025 | Feb 13, 2026 | $4.4B | 20 |
| Q3 2025 | Nov 14, 2025 | $5.4T | 24 |
| Q2 2025 | Aug 14, 2025 | $4.8T | 20 |
| Q1 2025 | May 15, 2025 | $3.5T | 15 |
| Q4 2024 | Feb 14, 2025 | $5.4T | 23 |
| Q3 2024 | Nov 14, 2024 | $4589.0T | 15 |
| Q2 2024 | Aug 14, 2024 | $5117.9T | 19 |
| Q1 2024 | May 15, 2024 | $5279.7T | 19 |
| Q4 2023 | Feb 14, 2024 | $4477.9T | 21 |
| Q3 2023 | Nov 14, 2023 | $3846.9T | 26 |
| Q2 2023 | Aug 14, 2023 | $4242.6T | 26 |
| Q1 2023 | May 15, 2023 | $3641.3T | 25 |
| Q4 2022 | Feb 14, 2023 | $2830.8T | 24 |
| Q3 2022 | Nov 14, 2022 | $3.0T | 26 |
| Q2 2022 | Aug 15, 2022 | $3.5T | 25 |
| Q1 2022 | May 16, 2022 | $6.5T | 34 |
| Q4 2021 | Feb 14, 2022 | $8.8T | 35 |
| Q3 2021 | Nov 15, 2021 | $10.8T | 43 |
| Q2 2021 | Aug 16, 2021 | $10.7T | 40 |
| Q1 2021 | May 17, 2021 | $8.9T | 37 |
| Q4 2020 | Feb 17, 2021 | $8.6T | 31 |
| Q3 2020 | Nov 16, 2020 | $6.4T | 31 |
| Q2 2020 | Aug 14, 2020 | $5.2T | 24 |
| Q1 2020 | May 15, 2020 | $3.2T | 29 |
| Q4 2019 | Feb 14, 2020 | $2.5T | 23 |
| Q3 2019 | Nov 14, 2019 | $2.0T | 23 |
| Q2 2019 | Aug 14, 2019 | $2.0T | 23 |
| Q1 2019 | May 15, 2019 | $1.6T | 18 |
| Q4 2018 | Feb 14, 2019 | $1.1T | 19 |
| Q3 2018 | Nov 14, 2018 | $1.2T | 19 |
| Q2 2018 | Aug 14, 2018 | $972.8B | 17 |
| Q1 2018 | May 15, 2018 | $860.4B | 19 |
| Q4 2017 | Feb 14, 2018 | $637.7B | 18 |
| Q3 2017 | Nov 14, 2017 | $480.5B | 16 |
| Q2 2017 | Aug 14, 2017 | $394.1B | 13 |
| Q1 2017 | May 15, 2017 | $383.4B | 14 |
| Q4 2016 | Feb 14, 2017 | $300.0B | 12 |
| Q3 2016 | Nov 14, 2016 | $359.2B | 17 |
| Q2 2016 | Aug 15, 2016 | $323.3B | 14 |
| Q1 2016 | May 16, 2016 | $598.3B | 21 |
Fund Information
SCGE MANAGEMENT, L.P. is an institutional investment manager that files 13F reports with the SEC. As of the Q4 2025 filing, the fund reported a portfolio valued at $4.4B across 20 holdings. The largest position is NVIDIA CORPORATION (NVDA), representing 14.1% of the portfolio. Compared to the previous quarter, the fund opened 3 new positions and closed 7 positions. 13F filings are required quarterly disclosures that provide transparency into the holdings of institutional investment managers with at least $100 million in qualifying assets.