SM

SCGE MANAGEMENT, L.P.

13F
SCGE MANAGEMENT, L.P.
Last update 2025-05-15 15 Stocks (0 new)
Value $3.47 Bil Turnover 12 %
Countries:
Top Holdings: META(16.08%)NOW(9.98%)SHOP(9.32%)PANW(9.27%)AMZN(9.26%)
Summary Stock Picks Current Portfolio
SCGE MANAGEMENT, L.P. Top Holdings of 2025-03-31 View Full List
Ticker
Company
Shares
Value ($1000)
Shares Change %
Weighting %
Trade Impact %
% of Shares outstanding
3M Change %
YTD Change %
Market Cap $Mil
Industry
META
Meta Platforms Inc
968,000
557,916.5
-20.26%
16.080
-2.66%
0.040
+23.24%
+23.45%
1,814,414.0
Interactive Media
NOW
ServiceNow Inc
435,000
346,320.9
-55.97%
9.980
-10.84%
0.210
+24.63%
-4.59%
209,526.9
Software
SHOP
Shopify Inc
3,386,000
323,295.3
-8.04%
9.320
-0.58%
0.260
+16.43%
+6.92%
146,765.2
Software
PANW
Palo Alto Networks Inc
1,885,000
321,656.4
+30.18%
9.270
+2.15%
0.280
+15.74%
+8.96%
132,206.4
Software
AMZN
Amazon.com Inc
1,690,000
321,539.4
-16.25%
9.260
-1.33%
0.020
+15.00%
+0.73%
2,346,213.9
Retail - Cyclical
SE
Sea Ltd
2,160,000
281,858.4
+137.62%
8.120
+4.70%
0.360
+14.41%
+42.84%
89,720.6
Retail - Cyclical
NVDA
NVIDIA Corp
2,336,000
253,175.7
-20.38%
7.290
-1.48%
0.010
+40.29%
+15.08%
3,768,243.4
Semiconductors
TEAM
Atlassian Corp
996,000
211,361.2
+17.04%
6.090
+0.89%
0.380
-3.32%
-14.03%
54,924.1
Software
AVGO
Broadcom Inc
1,207,000
202,088.0
+7.77%
5.820
+0.42%
0.030
+58.29%
+15.40%
1,251,687.2
Semiconductors
CPNG
Coupang Inc
7,767,000
170,330.3
-13.07%
4.910
-0.47%
0.430
+34.78%
+36.01%
54,277.8
Retail - Cyclical

SCGE MANAGEMENT, L.P.'s Historical Top Holdings Breakdowns

SCGE MANAGEMENT, L.P.'s Top Stock Picks View Full List
Ticker
Company
Date
Action
Impact %
Price Range
Price
Price Change from Avrg%
Comment
Current Shares
Share Change
NOW
ServiceNow Inc
2025-03-31
Reduce
Reduce
-10.84%
●
783.83 ($963.73) 1170.39
$1,011.47
4.95%
Reduce -55.97%
435,000
-553,000
SE
Sea Ltd
2025-03-31
Add
Add
+4.70%
●
104.87 ($124.01) 146.31
$151.83
22.43%
Add 137.62%
2,160,000
1,251,000
CVNA
Carvana Co
2025-03-31
Sold Out
Sold Out
-3.72%
●
166.52 ($221.24) 285.33
$342.18
54.66%
Sold Out
0
-989,000
HUBS
HubSpot Inc
2025-03-31
Sold Out
Sold Out
-3.54%
●
571.29 ($701.46) 819.71
$556.04
-20.73%
Sold Out
0
-275,000
FICO
Fair Isaac Corp
2025-03-31
Sold Out
Sold Out
-2.76%
●
1695.35 ($1851.88) 2030.47
$1,835.49
-0.88%
Sold Out
0
-75,000
RDDT
Reddit Inc
2025-03-31
Add
Add
+2.67%
●
104.9 ($165.28) 225.23
$151.50
-8.34%
Add 121.12%
1,612,000
883,000
META
Meta Platforms Inc
2025-03-31
Reduce
Reduce
-2.66%
●
576.36 ($645.17) 736.67
$721.59
11.84%
Reduce -20.26%
968,000
-246,000
PANW
Palo Alto Networks Inc
2025-03-31
Add
Add
+2.15%
●
167.82 ($184.92) 208.28
$197.95
7.05%
Add 30.18%
1,885,000
437,000
MSFT
Microsoft Corp
2025-03-31
Sold Out
Sold Out
-1.94%
●
375.39 ($407.71) 447.2
$493.14
20.95%
Sold Out
0
-249,000
NFLX
Netflix Inc
2025-03-31
Sold Out
Sold Out
-1.81%
●
828.4 ($951.01) 1058.6
$1,301.48
36.85%
Sold Out
0
-110,000

SCGE MANAGEMENT, L.P. Total Holding History ($B)

To

SCGE MANAGEMENT, L.P.'s Asset Allocation

To

SCGE MANAGEMENT, L.P. Past Portfolios

Portfolio Date Number of Stocks New Stocks Total Value ($Mil) Q/Q Turnover

Top Ranked Articles

  • 1

SCGE MANAGEMENT, L.P.'s Hypothetical Growth since 2025-03-31

SCGE MANAGEMENT, L.P.'s Yearly Returns

Year Portfolio % % Excess Gain %

SCGE MANAGEMENT, L.P.'s Holdings Heat Map

Size field:

SCGE MANAGEMENT, L.P.'s Holdings Bubble Chart

SCGE MANAGEMENT, L.P. News

  • 1

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