SCGE MANAGEMENT, L.P. Q2 2025 Filing
Filed August 14, 2025
Portfolio Value
$4.8T
Holdings
20
Report Date
Q2 2025
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | METAMETA PLATFORMS INC | 968,000 | $714.5B | 14.98% | |
| 2 | PANWPALO ALTO NETWORKS INC | 1,885,000 | $385.7B | 8.09% | |
| 3 | AVGOBROADCOM INC | 1,275,500 | $351.6B | 7.37% | |
| 4 | NVDANVIDIA CORPORATION | 2,158,000 | $340.9B | 7.15% | |
| 5 | ORCLORACLE CORP | 1,332,000 | $291.2B | 6.11% | |
| 6 | SESEA LTD | 1,755,000 | $280.7B | 5.89% | |
| 7 | DASHDOORDASH INC | 1,085,000 | $267.5B | 5.61% | |
| 8 | NOWSERVICENOW INC | 244,000 | $250.9B | 5.26% | |
| 9 | AMZNAMAZON COM INC | 1,143,000 | $250.8B | 5.26% | |
| 10 | SPOTSPOTIFY TECHNOLOGY S A | 326,000 | $250.2B | 5.25% | |
| 11 | CPNGCOUPANG INC | 7,767,000 | $232.7B | 4.88% | |
| 12 | MSFTMICROSOFT CORP | 459,000 | $228.3B | 4.79% | |
| 13 | CDNSCADENCE DESIGN SYSTEM INC | 609,000 | $187.7B | 3.94% | |
| 14 | DTDYNATRACE INC | 2,823,000 | $155.9B | 3.27% | |
| 15 | CHYMCHIME FINL INC | 4,420,841 | $152.6B | 3.20% | |
| 16 | SNOWSNOWFLAKE INC | 628,000 | $140.5B | 2.95% | |
| 17 | TTANSERVICETITAN INC | 1,229,285 | $131.8B | 2.76% | |
| 18 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 556,000 | $125.9B | 2.64% | |
| 19 | NUNU HLDGS LTD | 1,176,507 | $16.1B | 0.34% | |
| 20 | CARTMAPLEBEAR INC | 280,037 | $12.7B | 0.27% |