SCGE MANAGEMENT, L.P.
CIK: 0001537530SEC EDGAR →
Portfolio Value
$4.4B
Holdings
20
As of
Q4 2025
New Positions
7
Closed Positions
3
Top 10 Holdings
| Rank | Stock | Shares | Value | % of Portfolio |
|---|---|---|---|---|
| 1 | NVIDIA CORPORATION | 3,325,000 | $620.1M | 14.13% |
| 2 | ALPHABET INC | 1,603,000 | $501.7M | 11.43% |
| 3 | MICROSOFT CORP | 852,000 | $412.0M | 9.39% |
| 4 | DOORDASH INC | 1,594,000 | $361.0M | 8.22% |
| 5 | AMAZON COM INC | 1,291,000 | $298.0M | 6.79% |
| 6 | BROADCOM INC | 726,000 | $251.3M | 5.72% |
| 7 | ASML HOLDING N V | 228,000 | $243.9M | 5.56% |
| 8 | META PLATFORMS INC | 346,000 | $228.4M | 5.20% |
| 9 | SEA LTD | 1,775,000 | $226.4M | 5.16% |
| 10 | TESLA INC | 407,000 | $183.0M | 4.17% |
Quarterly Changes
Top Buys
Sector Breakdown
| Sector | # Holdings | Value | % |
|---|---|---|---|
| Technology | 10 | $2.2B | 51.1% |
| Communication Services | 4 | $1.2B | 28.0% |
| Consumer Cyclical | 5 | $807.8M | 18.4% |
| Financial Services | 1 | $111.3M | 2.5% |