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SCGE MANAGEMENT, L.P.

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13F filer, CIK 1537530, MENLO PARK, CA

SCGE MANAGEMENT, L.P. reported $4,390,040,574 across 20 holdings for the quarter ended 2025-12-31, in a 13F-HR filed 2026-02-13. Its ten largest share positions make up 75.76% of the portfolio.

Filed (acceptance time not in the bulk data set), ingested 13F-HR 0000905148-26-000712

Period
2025-12-31
Reported value
$4.39B
Holdings
20
Top 10 weight
75.76%
New
3
Sold out
7

Largest buys vs the previous quarter

SecurityShares changeApprox. value
GOOGLnew+1,603,000$502M
NVDAadded+1,044,000$195M
TSLAnew+407,000$183M
NOWadded+908,000$139M
MSFTadded+241,000$117M

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

SecurityShares changeApprox. value
METAreduced-622,000-$411M
PANWexited-1,885,000-$384M
ORCLexited-1,111,000-$312M
SPOTexited-371,600-$259M
CDNSexited-541,000-$190M

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, Q4 2025

Share positions as resolved from 13F-HR 0000905148-26-000712, largest first. % of portfolio is the value over $4,390,040,574, the sum of the share positions whose value is usable for ratios (method).

SecurityHistorySharesValue% of portfolioChangeLatest eventTimeline
NVDANVIDIA CORPORATIONQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,934,000 shares; 2024Q4: 2,934,000 shares; 2025Q1: 2,336,000 shares; 2025Q2: 2,158,000 shares; 2025Q3: 2,281,000 shares; 2025Q4: 3,325,000 shares 3,325,000$620M14.13%+1,044,000Timeline
GOOGLALPHABET INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 1,603,000 shares 1,603,000$502M11.43%newTimeline
MSFTMICROSOFT CORPQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,095,000 shares; 2024Q4: 249,000 shares; 2025Q1: not reported; 2025Q2: 459,000 shares; 2025Q3: 611,000 shares; 2025Q4: 852,000 shares 852,000$412M9.39%+241,000Timeline
DASHDOORDASH INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 1,085,000 shares; 2025Q3: 1,204,000 shares; 2025Q4: 1,594,000 shares 1,594,000$361M8.22%+390,000Timeline
AMZNAMAZON COM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 2,268,000 shares; 2024Q4: 2,018,000 shares; 2025Q1: 1,690,000 shares; 2025Q2: 1,143,000 shares; 2025Q3: 1,324,000 shares; 2025Q4: 1,291,000 shares 1,291,000$298M6.79%-33,000Timeline
AVGOBROADCOM INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,120,000 shares; 2025Q1: 1,207,000 shares; 2025Q2: 1,275,500 shares; 2025Q3: 950,500 shares; 2025Q4: 726,000 shares 726,000$251M5.72%-224,500Timeline
ASMLASML HLDG NVQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 129,000 shares; 2025Q4: 228,000 shares 228,000$244M5.56%+99,000Timeline
METAMETA PLATFORMS INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 1,423,000 shares; 2024Q4: 1,214,000 shares; 2025Q1: 968,000 shares; 2025Q2: 968,000 shares; 2025Q3: 968,000 shares; 2025Q4: 346,000 shares 346,000$228M5.2%-622,000Timeline
SESEA LTDQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 909,000 shares; 2025Q1: 2,160,000 shares; 2025Q2: 1,755,000 shares; 2025Q3: 1,704,000 shares; 2025Q4: 1,775,000 shares 1,775,000$226M5.16%+71,000Timeline
TSLATESLA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 407,000 shares 407,000$183M4.17%newTimeline
SNOWSNOWFLAKE INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 628,000 shares; 2025Q3: 893,000 shares; 2025Q4: 797,000 shares 797,000$175M3.98%-96,000Timeline
NOWSERVICENOW INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 988,000 shares; 2024Q4: 988,000 shares; 2025Q1: 435,000 shares; 2025Q2: 244,000 shares; 2025Q3: 227,000 shares; 2025Q4: 1,135,000 shares 1,135,000$174M3.96%+908,000Timeline
KLARKLARNA GROUP PLCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 5,266,524 shares; 2025Q4: 5,266,524 shares 5,266,524$152M3.47%0Timeline
ZZILLOW GROUP INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 1,739,000 shares; 2025Q4: 1,998,000 shares 1,998,000$136M3.1%+259,000Timeline
TTANSERVICETITAN INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 1,229,285 shares; 2025Q1: 1,229,285 shares; 2025Q2: 1,229,285 shares; 2025Q3: 1,229,285 shares; 2025Q4: 1,229,285 shares 1,229,285$131M2.98%0Timeline
CHYMCHIME FINL INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: 4,420,841 shares; 2025Q3: 4,420,841 shares; 2025Q4: 4,420,841 shares 4,420,841$111M2.53%0Timeline
CVNACARVANA COQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: 989,000 shares; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 151,000 shares; 2025Q4: 208,000 shares 208,000$87.8M2%+57,000Timeline
CRDOCREDO TECHNOLOGY GROUP HOLDIQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: not reported; 2025Q4: 570,000 shares 570,000$82M1.87%newTimeline
CARTMAPLEBEAR INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: 280,037 shares; 2024Q4: 280,037 shares; 2025Q1: 280,037 shares; 2025Q2: 280,037 shares; 2025Q3: 280,037 shares; 2025Q4: 280,037 shares 280,037$12.6M0.29%0Timeline
FIGFIGMA INCQuarterly shares; oldest to newest; scale is this security's eight-quarter maximum; 2024Q1: restricted; 2024Q2: restricted; 2024Q3: not reported; 2024Q4: not reported; 2025Q1: not reported; 2025Q2: not reported; 2025Q3: 60,000 shares; 2025Q4: 60,000 shares 60,000$2.24M0.05%0Timeline

Sold out in Q4 2025

Positions in the previous quarter's report that this quarter's report no longer lists.

SecurityShares beforeValue beforeType
PANWPALO ALTO NETWORKS INC1,885,000$384Mshares
ORCLORACLE CORP1,111,000$312Mshares
SPOTSPOTIFY TECHNOLOGY S A371,600$259Mshares
CDNSCADENCE DESIGN SYSTEM INC541,000$190Mshares
TSMTAIWAN SEMICONDUCTOR MANUFAC453,000$127Mshares
NTSKNETSKOPE INC400,000$9.09Mshares
BLSHBULLISH100,000$6.36Mshares

How Q4 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).

FilingRoleAmendmentFiledAcceptedIngested
13F-HR 0000905148-26-000712 base2026-02-13acceptance time not in the bulk data set