SM
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SCGE MANAGEMENT, L.P.13F | |
| SCGE MANAGEMENT, L.P. | |
| Last update 2025-05-15 | 15 Stocks (0 new) |
| Value $3.47 Bil | Turnover 12 % |
SCGE MANAGEMENT, L.P. Top Holdings of 2025-03-31
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| 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 | +21.84% | +25.51% | 1,844,585.9 | Interactive Media | |
NOW | ServiceNow Inc | 435,000 | 346,320.9 | -55.97% | 9.980 | -10.84% | 0.210 | +23.52% | -3.56% | 211,796.3 | Software | |
SHOP | Shopify Inc | 3,386,000 | 323,295.3 | -8.04% | 9.320 | -0.58% | 0.260 | +10.86% | +6.88% | 148,071.9 | Software | |
PANW | Palo Alto Networks Inc | 1,885,000 | 321,656.4 | +30.18% | 9.270 | +2.15% | 0.280 | +14.98% | +10.23% | 133,740.1 | Software | |
AMZN | Amazon.com Inc | 1,690,000 | 321,539.4 | -16.25% | 9.260 | -1.33% | 0.020 | +10.90% | +1.78% | 2,370,631.5 | Retail - Cyclical | |
SE | Sea Ltd | 2,160,000 | 281,858.4 | +137.62% | 8.120 | +4.70% | 0.360 | +19.27% | +50.15% | 94,314.7 | Retail - Cyclical | |
NVDA | NVIDIA Corp | 2,336,000 | 253,175.7 | -20.38% | 7.290 | -1.48% | 0.010 | +41.58% | +17.49% | 3,847,137.1 | Semiconductors | |
TEAM | Atlassian Corp | 996,000 | 211,361.2 | +17.04% | 6.090 | +0.89% | 0.380 | -9.13% | -16.87% | 53,110.2 | Software | |
AVGO | Broadcom Inc | 1,207,000 | 202,088.0 | +7.77% | 5.820 | +0.42% | 0.030 | +56.98% | +16.81% | 1,266,879.9 | Semiconductors | |
CPNG | Coupang Inc | 7,767,000 | 170,330.3 | -13.07% | 4.910 | -0.47% | 0.430 | +30.99% | +40.17% | 55,939.0 | Retail - Cyclical |
SCGE MANAGEMENT, L.P.'s Historical Top Holdings Breakdowns
SCGE MANAGEMENT, L.P.'s Top Stock Picks
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| 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 | $1,022.42 | 6.09% | Reduce -55.97% | 435,000 | -553,000 | |
SE | Sea Ltd | 2025-03-31 | Add Add | +4.70% | 104.87 ($124.01) 146.31 | $159.31 | 28.47% | 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 | $319.26 | 44.30% | Sold Out | 0 | -989,000 | |
HUBS | HubSpot Inc | 2025-03-31 | Sold Out Sold Out | -3.54% | 571.29 ($701.46) 819.71 | $550.63 | -21.50% | Sold Out | 0 | -275,000 | |
FICO | Fair Isaac Corp | 2025-03-31 | Sold Out Sold Out | -2.76% | 1695.35 ($1851.88) 2030.47 | $1,816.26 | -1.92% | Sold Out | 0 | -75,000 | |
RDDT | Reddit Inc | 2025-03-31 | Add Add | +2.67% | 104.9 ($165.28) 225.23 | $143.01 | -13.47% | 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 | $733.63 | 13.71% | 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 | $200.57 | 8.46% | 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 | $495.94 | 21.64% | Sold Out | 0 | -249,000 | |
NFLX | Netflix Inc | 2025-03-31 | Sold Out Sold Out | -1.81% | 828.4 ($951.01) 1058.6 | $1,323.12 | 39.13% | Sold Out | 0 | -110,000 |
SCGE MANAGEMENT, L.P. Total Holding History ($B)
SCGE MANAGEMENT, L.P.'s Asset Allocation
SCGE MANAGEMENT, L.P. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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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
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SCGE MANAGEMENT, L.P.'s Holdings Bubble Chart
SCGE MANAGEMENT, L.P. News
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