Portfolio (Quarterly)
Guide ↗
SCGE MANAGEMENT, L.P.
· CIK 0001537530| # | Ticker | Company | Sector | Shares | Value ↓ | % Port | Chg Shares | Chg % | Period Price ① | Since Period ① |
|---|---|---|---|---|---|---|---|---|---|---|
| 1 | META | META PLATFORMS INC | Communication Services | 968,000.0 | $714.5M | 14.98% | NEW | — | $738.09 | -16.2% |
| 2 | PANW | PALO ALTO NETWORKS INC | Technology | 1,885,000.0 | $385.7M | 8.09% | NEW | — | $204.64 | +16.4% |
| 3 | AVGO | BROADCOM INC | Technology | 1,275,500.0 | $351.6M | 7.37% | NEW | — | $275.65 | +54.2% |
| 4 | NVDA | NVIDIA CORPORATION | Technology | 2,158,000.0 | $340.9M | 7.15% | NEW | — | $157.99 | +49.2% |
| 5 | ORCL | ORACLE CORP | Technology | 1,332,000.0 | $291.2M | 6.11% | NEW | — | $218.63 | -10.5% |
| 6 | SE | SEA LTD | Consumer Cyclical | 1,755,000.0 | $280.7M | 5.89% | NEW | — | $159.94 | -44.8% |
| 7 | DASH | DOORDASH INC | Communication Services | 1,085,000.0 | $267.5M | 5.61% | NEW | — | $246.51 | -37.6% |
| 8 | NOW | SERVICENOW INC | Technology | 244,000.0 | $250.9M | 5.26% | NEW | — | $1028.08 | -91.2% |
| 9 | AMZN | AMAZON COM INC | Consumer Cyclical | 1,143,000.0 | $250.8M | 5.26% | NEW | — | $219.39 | +20.4% |
| 10 | SPOT | SPOTIFY TECHNOLOGY S A | Communication Services | 326,000.0 | $250.2M | 5.25% | NEW | — | $767.34 | -43.6% |
| 11 | CPNG | COUPANG INC | Consumer Cyclical | 7,767,000.0 | $232.7M | 4.88% | NEW | — | $29.96 | -44.6% |
| 12 | MSFT | MICROSOFT CORP | Technology | 459,000.0 | $228.3M | 4.79% | NEW | — | $497.41 | -17.7% |
| 13 | CDNS | CADENCE DESIGN SYSTEM INC | Technology | 609,000.0 | $187.7M | 3.94% | NEW | — | $308.15 | +12.7% |
| 14 | DT | DYNATRACE INC | Technology | 2,823,000.0 | $155.9M | 3.27% | NEW | — | $55.21 | -32.8% |
| 15 | CHYM | CHIME FINL INC | Financial Services | 4,420,841.0 | $152.6M | 3.20% | NEW | — | $34.51 | -48.7% |
| 16 | SNOW | SNOWFLAKE INC | Technology | 628,000.0 | $140.5M | 2.95% | NEW | — | $223.77 | -32.6% |
| 17 | TTAN | SERVICETITAN INC | Technology | 1,229,285.0 | $131.8M | 2.76% | NEW | — | $107.18 | -46.7% |
| 18 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | Technology | 556,000.0 | $125.9M | 2.64% | NEW | — | $226.49 | +84.4% |
| 19 | NU | NU HLDGS LTD | Financial Services | 1,176,507.0 | $16.1M | 0.34% | NEW | — | $13.72 | -5.8% |
| 20 | CART | MAPLEBEAR INC | Consumer Cyclical | 280,037.0 | $12.7M | 0.27% | NEW | — | $45.24 | -12.2% |
① Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.
Sector Allocation
Technology
54.3%
Communication Services
25.8%
Consumer Cyclical
16.3%
Financial Services
3.5%