SCGE MANAGEMENT, L.P. Q3 2025 Filing
Filed November 14, 2025
Portfolio Value
$5.4T
Holdings
24
Report Date
Q3 2025
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | METAMETA PLATFORMS INC | 968,000 | $710.9B | 13.10% | |
| 2 | NVDANVIDIA CORPORATION | 2,281,000 | $425.6B | 7.84% | |
| 3 | PANWPALO ALTO NETWORKS INC | 1,885,000 | $383.8B | 7.07% | |
| 4 | DASHDOORDASH INC | 1,204,000 | $327.5B | 6.04% | |
| 5 | MSFTMICROSOFT CORP | 611,000 | $316.5B | 5.83% | |
| 6 | AVGOBROADCOM INC | 950,500 | $313.6B | 5.78% | |
| 7 | ORCLORACLE CORP | 1,111,000 | $312.5B | 5.76% | |
| 8 | NTSKNETSKOPE INC | 13,730,921 | $312.1B | 5.75% | |
| 9 | SESEA LTD | 1,704,000 | $304.6B | 5.61% | |
| 10 | AMZNAMAZON COM INC | 1,324,000 | $290.7B | 5.36% | |
| 11 | SPOTSPOTIFY TECHNOLOGY S A | 371,600 | $259.4B | 4.78% | |
| 12 | NOWSERVICENOW INC | 227,000 | $208.9B | 3.85% | |
| 13 | SNOWSNOWFLAKE INC | 893,000 | $201.4B | 3.71% | |
| 14 | KLARKLARNA GROUP PLC | 5,266,524 | $193.0B | 3.56% | |
| 15 | CDNSCADENCE DESIGN SYSTEM INC | 541,000 | $190.0B | 3.50% | |
| 16 | ZZILLOW GROUP INC | 1,739,000 | $134.0B | 2.47% | |
| 17 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 453,000 | $126.5B | 2.33% | |
| 18 | ASMLASML HOLDING N V | 129,000 | $124.9B | 2.30% | |
| 19 | TTANSERVICETITAN INC | 1,229,285 | $123.9B | 2.28% | |
| 20 | CHYMCHIME FINL INC | 4,420,841 | $89.2B | 1.64% | |
| 21 | CVNACARVANA CO | 151,000 | $57.0B | 1.05% | |
| 22 | CARTMAPLEBEAR INC | 280,037 | $10.3B | 0.19% | |
| 23 | BLSHBULLISH | 100,000 | $6.4B | 0.12% | |
| 24 | FIGFIGMA INC | 60,000 | $3.1B | 0.06% |