Scge Management, L.p.

Investment Portfolio & 13F Holdings Analysis

About

SCGE MANAGEMENT, L.P. is an institutional investment manager that filed its latest Form 13F for 2025Q1, reporting 15 holdings worth $3.5 billion. Form 13F filings provide transparency into the equity holdings of institutional investment managers with over $100 million in assets under management. This page displays the most recent portfolio holdings, allowing investors to track position changes, new investments, and portfolio composition.

Filing Details

13F-HR • 2025-03-31

SEC FilingSEC DataHachi Filing

Report Date: 2025-03-31
Filing Date: 2025-05-15
Total Holdings: 15
Total Value: 3470654224
Accession Number: 0000905148-25-001751
Form Type: 13F-HR
CIK: 0001537530
Manager Name: Scge Management, L.p.

Data Enrichment

100% identified

15 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

15 positions • $3,470,654.224K total value

15 positions

Manager:

SEC FilingSEC DataHachi Filing

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Meta Platforms, Inc.

META|30303M102

968000(-20.3%)

Value:

$557.9B(-21.5%)

ServiceNow, Inc.

NOW|81762P102

435000(-56.0%)

Value:

$346.3B(-66.9%)

SHOPIFY INC.

SHOP|82509L107

3386000(-8.0%)

Value:

$323.3B(-17.4%)

Palo Alto Networks Inc

PANW|697435105

1885000(+30.2%)

Value:

$321.7B(+22.1%)

AMAZON COM INC

AMZN|023135106

1690000(-16.3%)

Value:

$321.5B(-27.4%)

Sea Ltd

SE|81141R100

2160000(+137.6%)

Value:

$281.9B(+192.2%)

NVIDIA CORP

NVDA|67066G104

2336000(-20.4%)

Value:

$253.2B(-35.7%)

Atlassian Corp

TEAM|049468101

996000(+17.0%)

Value:

$211.4B(+2.0%)

Broadcom Inc.

AVGO|11135F101

1207000(+7.8%)

Value:

$202.1B(-22.2%)

Coupang, Inc.

CPNG|22266T109

7767000(-13.1%)

Value:

$170.3B(-13.3%)

Reddit, Inc.

RDDT|75734B100

1612000(+121.1%)

Value:

$169.1B(+41.9%)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

801000(+50.3%)

Value:

$133.0B(+26.3%)

ServiceTitan, Inc.

TTAN|81764X103

1229285(+0.0%)

Value:

$116.9B(-7.5%)

Nu Holdings Ltd.

NU|G6683N103

4976507(-42.5%)

Value:

$51.0B(-43.1%)

Maplebear Inc.

CART|565394103

280037(+0.0%)

Value:

$11.2B(-3.7%)

Instrument	Shares		Other Manager	Value
Meta Platforms, Inc.(METAcusip30303M102)	968.0K	QoQ -20.26% (-246.0K) YoY -31.97% (-455.0K)	All Managers (Combined)	$557.9M	QoQ -21.50% (-$152.9M) YoY -19.25% (-$133.1M)
Servicenow, Inc.(NOWcusip81762P102)	435.0K	QoQ -55.97% (-553.0K) YoY -55.97% (-553.0K)	All Managers (Combined)	$346.3M	QoQ -66.93% (-$701.1M) YoY -54.02% (-$406.9M)
Shopify Inc.(SHOPcusip82509L107)	3.4M	QoQ -8.03% (-296.0K) YoY -36.13% (-1.9M)	All Managers (Combined)	$323.3M	QoQ -17.42% (-$68.2M) YoY -20.98% (-$85.9M)
Palo Alto Networks Inc(PANWcusip697435105)	1.9M	QoQ +30.17% (+437.0K) YoY +380.86% (+1.5M)	All Managers (Combined)	$321.7M	QoQ +22.08% (+$58.2M) YoY +188.79% (+$210.3M)
Amazon Com Inc(AMZNcusip023135106)	1.7M	QoQ -16.25% (-328.0K) YoY -25.48% (-578.0K)	All Managers (Combined)	$321.5M	QoQ -27.37% (-$121.2M) YoY -21.40% (-$87.6M)
Sea Ltd(SEcusip81141R100)	2.2M	QoQ +137.62% (+1.3M) YoY NEW(+2.2M)	All Managers (Combined)	$281.9M	QoQ +192.24% (+$185.4M) YoY NEW(+$281.9M)
Nvidia Corp(NVDAcusip67066G104)	2.3M	QoQ -20.38% (-598.0K) YoY +335.00% (-1.8M)	All Managers (Combined)	$253.2M	QoQ -35.74% (-$140.8M) YoY -47.82% (-$232.0M)
Atlassian Corp(TEAMcusip049468101)	996.0K	QoQ +17.03% (+145.0K) YoY NEW(+996.0K)	All Managers (Combined)	$211.4M	QoQ +2.04% (+$4.2M) YoY NEW(+$211.4M)
Broadcom Inc.(AVGOcusip11135F101)	1.2M	QoQ +7.76% (-87.0K) YoY NEW(+1.2M)	All Managers (Combined)	$202.1M	QoQ -22.17% (-$57.6M) YoY NEW(+$202.1M)
Coupang, Inc.(CPNGcusip22266T109)	7.8M	QoQ -13.07% (-1.2M) YoY -10.23% (-886.0K)	All Managers (Combined)	$170.3M	QoQ -13.26% (-$26.1M) YoY +10.64% (-$16.4M)
Reddit, Inc.(RDDTcusip75734B100)	1.6M	QoQ +121.12% (+883.0K) YoY NEW(+1.6M)	All Managers (Combined)	$169.1M	QoQ +41.92% (+$50.0M) YoY NEW(+$169.1M)
Taiwan Semiconductor Manufacturing Co Ltd(TSMcusip874039100)	801.0K	QoQ +50.28% (+268.0K) YoY +782.43% (+710.2K)	All Managers (Combined)	$133.0M	QoQ +26.31% (+$27.7M) YoY +976.68% (+$120.6M)
Servicetitan, Inc.(TTANcusip81764X103)	1.2M	QoQ 0.00% (-0) YoY NEW(+1.2M)	All Managers (Combined)	$116.9M	QoQ -7.54% (-$9.5M) YoY NEW(+$116.9M)
Nu Holdings Ltd.(NUcusipG6683N103)	5.0M	QoQ -42.45% (-3.7M) YoY -85.14% (-28.5M)	All Managers (Combined)	$51.0M	QoQ -43.12% (-$38.6M) YoY -87.24% (-$348.7M)
Maplebear Inc.(CARTcusip565394103)	280.0K	QoQ 0.00% (-0) YoY 0.00% (+0)	All Managers (Combined)	$11.2M	QoQ -3.69% (-$428.5K) YoY +6.97% (+$728.1K)