SCGE MANAGEMENT, L.P.
Follow13F filer, CIK 1537530, MENLO PARK, CA
SCGE MANAGEMENT, L.P. reported $3,470,654,224 across 15 holdings for the quarter ended 2025-03-31, in a 13F-HR filed 2025-05-15. Its ten largest share positions make up 86.14% of the portfolio.
Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000905148-25-001751
- Period
- 2025-03-31
- Reported value
- $3.47B
- Holdings
- 15
- Top 10 weight
- 86.14%
- New
- 0
- Sold out
- 8
Largest buys vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| SEadded | +1,251,000 | $163M |
| RDDTadded | +883,000 | $92.6M |
| PANWadded | +437,000 | $74.6M |
| TSMadded | +268,000 | $44.5M |
| TEAMadded | +145,000 | $30.8M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Largest sells vs the previous quarter
| Security | Shares change | Approx. value |
|---|---|---|
| NOWreduced | -553,000 | -$440M |
| CVNAexited | -989,000 | -$201M |
| HUBSexited | -275,000 | -$192M |
| FICOexited | -75,000 | -$149M |
| METAreduced | -246,000 | -$142M |
Ranked by the share change valued at this quarter's implied price (value over shares in the 13F). A position sold out is valued at the previous quarter's price, its last report.
Holdings, Q1 2025
Share positions as resolved from 13F-HR 0000905148-25-001751, largest first. % of portfolio is the value over $3,470,654,224, the sum of the share positions whose value is usable for ratios (method).
| Security | History | Shares | Value | % of portfolio | Change | Latest event | Timeline |
|---|---|---|---|---|---|---|---|
| METAMETA PLATFORMS INC | 968,000 | $558M | 16.08% | -246,000 | Timeline | ||
| NOWSERVICENOW INC | 435,000 | $346M | 9.98% | -553,000 | Timeline | ||
| SHOPSHOPIFY INC | 3,386,000 | $323M | 9.32% | -296,000 | Timeline | ||
| PANWPALO ALTO NETWORKS INC | 1,885,000 | $322M | 9.27% | +437,000 | Timeline | ||
| AMZNAMAZON COM INC | 1,690,000 | $322M | 9.26% | -328,000 | Timeline | ||
| SESEA LTD | 2,160,000 | $282M | 8.12% | +1,251,000 | Timeline | ||
| NVDANVIDIA CORPORATION | 2,336,000 | $253M | 7.29% | -598,000 | Timeline | ||
| TEAMATLASSIAN CORPORATION | 996,000 | $211M | 6.09% | +145,000 | Timeline | ||
| AVGOBROADCOM INC | 1,207,000 | $202M | 5.82% | +87,000 | Timeline | ||
| CPNGCOUPANG INC | 7,767,000 | $170M | 4.91% | -1,168,000 | Timeline | ||
| RDDTREDDIT INC | 1,612,000 | $169M | 4.87% | +883,000 | Timeline | ||
| TSMTAIWAN SEMICONDUCTOR MANUFAC | 801,000 | $133M | 3.83% | +268,000 | Timeline | ||
| TTANSERVICETITAN INC | 1,229,285 | $117M | 3.37% | 0 | Timeline | ||
| NUNU HLDGS LTD | 4,976,507 | $51M | 1.47% | -3,671,493 | Timeline | ||
| CARTMAPLEBEAR INC | 280,037 | $11.2M | 0.32% | 0 | Timeline |
Sold out in Q1 2025
Positions in the previous quarter's report that this quarter's report no longer lists.
| Security | Shares before | Value before | Type |
|---|---|---|---|
| CVNACARVANA CO | 989,000 | $201M | shares |
| HUBSHUBSPOT INC | 275,000 | $192M | shares |
| FICOFAIR ISAAC CORP | 75,000 | $149M | shares |
| MSFTMICROSOFT CORP | 249,000 | $105M | shares |
| NFLXNETFLIX INC. | 110,000 | $98M | shares |
| CRWDCROWDSTRIKE HLDGS INC | 255,000 | $87.3M | shares |
| MELIMERCADOLIBRE INC | 38,000 | $64.6M | shares |
| MNDYMONDAY COM LTD | 215,100 | $50.6M | shares |
How Q1 2025 was built
Available 13F filings of this filer for the quarter and their roles: the base report is the latest original or restatement, NEW HOLDINGS amendments filed after it are added (method).
| Filing | Role | Amendment | Filed | Accepted | Ingested |
|---|---|---|---|---|---|
| 13F-HR 0000905148-25-001751 | base | 2025-05-15 | acceptance time not in the bulk data set |