Scge Management, L.p.

Investment Portfolio & 13F Holdings Analysis

About

Type: FundHoldings: 15Value: $3.5BLatest: 2025Q1

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.

AI_NATIVE detailed information: This accession holds the following tickers:[
  "SE",
  "TEAM",
  "AVGO",
  "TTAN",
  "META",
  "NU",
  "PANW",
  "NVDA",
  "NOW",
  "SHOP",
  "TSM",
  "AMZN",
  "CART",
  "RDDT",
  "CPNG"
]

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: scge-management-lp
Manager Name: Scge-Management-Lp

Data Enrichment

100% identified

15 identified0 unidentified

Holdings

SEC FilingSEC DataHachi Filing

Manager:

15 positions • $3.5B total value

SEC FilingSEC DataHachi Filing

Manager:

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Meta Platforms, Inc.

META|30303M102

Shares:968.0K

Value:$557.9M

% of Portfolio:16.1% ($557.9M/$3.5B)

ServiceNow, Inc.

NOW|81762P102

Shares:435.0K

Value:$346.3M

% of Portfolio:10.0% ($346.3M/$3.5B)

SHOPIFY INC.

SHOP|82509L107

Shares:3.4M

Value:$323.3M

% of Portfolio:9.3% ($323.3M/$3.5B)

Palo Alto Networks Inc

PANW|697435105

Shares:1.9M

Value:$321.7M

% of Portfolio:9.3% ($321.7M/$3.5B)

AMAZON COM INC

AMZN|023135106

Shares:1.7M

Value:$321.5M

% of Portfolio:9.3% ($321.5M/$3.5B)

Sea Ltd

SE|81141R100

Shares:2.2M

Value:$281.9M

% of Portfolio:8.1% ($281.9M/$3.5B)

NVIDIA CORP

NVDA|67066G104

Shares:2.3M

Value:$253.2M

% of Portfolio:7.3% ($253.2M/$3.5B)

Atlassian Corp

TEAM|049468101

Shares:996.0K

Value:$211.4M

% of Portfolio:6.1% ($211.4M/$3.5B)

Broadcom Inc.

AVGO|11135F101

Shares:1.2M

Value:$202.1M

% of Portfolio:5.8% ($202.1M/$3.5B)

Coupang, Inc.

CPNG|22266T109

Shares:7.8M

Value:$170.3M

% of Portfolio:4.9% ($170.3M/$3.5B)

Reddit, Inc.

RDDT|75734B100

Shares:1.6M

Value:$169.1M

% of Portfolio:4.9% ($169.1M/$3.5B)

TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD

TSM|874039100

Shares:801.0K

Value:$133.0M

% of Portfolio:3.8% ($133.0M/$3.5B)

ServiceTitan, Inc.

TTAN|81764X103

Shares:1.2M

Value:$116.9M

% of Portfolio:3.4% ($116.9M/$3.5B)

Nu Holdings Ltd.

NU|G6683N103

Shares:5.0M

Value:$51.0M

% of Portfolio:1.5% ($51.0M/$3.5B)

Maplebear Inc.

CART|565394103

Shares:280.0K

Value:$11.2M

% of Portfolio:0.3% ($11.2M/$3.5B)

Instrument	Shares		Other Manager	Value	% of Portfolio
Meta Platforms, Inc.(METAcusip30303M102)	968.0K	QoQ -20.26% (-246.0K) YoY -31.97% (-455.0K)	All Managers (Combined)	$557.9M	16.1% ($557.9M/$3.5B)	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	10.0% ($346.3M/$3.5B)	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	9.3% ($323.3M/$3.5B)	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	9.3% ($321.7M/$3.5B)	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	9.3% ($321.5M/$3.5B)	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	8.1% ($281.9M/$3.5B)	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	7.3% ($253.2M/$3.5B)	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	6.1% ($211.4M/$3.5B)	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	5.8% ($202.1M/$3.5B)	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	4.9% ($170.3M/$3.5B)	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	4.9% ($169.1M/$3.5B)	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	3.8% ($133.0M/$3.5B)	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	3.4% ($116.9M/$3.5B)	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	1.5% ($51.0M/$3.5B)	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	0.3% ($11.2M/$3.5B)	QoQ -3.69% (-$428.5K) YoY +6.97% (+$728.1K)