Basic Stats
Insider Profile SCGE MANAGEMENT, L.P.
Portfolio Value $ 4,768,008,084
Current Positions 20
Latest Holdings, Performance, AUM (from 13F, 13D)

Scge Management, L.p. has disclosed 20 total holdings in their latest SEC filings. Most recent portfolio value is calculated to be $ 4,768,008,084 USD. Actual Assets Under Management (AUM) is this value plus cash (which is not disclosed). Scge Management, L.p.’s top holdings are Meta Platforms, Inc. (US:META) , Palo Alto Networks, Inc. (US:PANW) , Broadcom Inc. (US:AVGO) , NVIDIA Corporation (US:NVDA) , and Oracle Corporation (US:ORCL) . Scge Management, L.p.’s new positions include Oracle Corporation (US:ORCL) , Spotify Technology S.A. (US:SPOT) , Dynatrace, Inc. (US:DT) , Chime Financial, Inc. (US:CHYM) , and .

Scge Management, L.p. - Portfolio Value
Add This Fund
to your Dashboard
Top Increases This Quarter

We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.

Security Shares
(MM)		 Value
(MM$)		 Portfolio % ΔPortfolio %
1.33 291.22 6.1077 6.1077
1.08 267.46 5.6095 5.6095
0.33 250.15 5.2465 5.2465
0.46 228.31 4.7884 4.7884
0.61 187.66 3.9359 3.9359
2.82 155.86 3.2688 3.2688
4.42 152.56 3.1997 3.1997
0.63 140.53 2.9473 2.9473
1.28 351.59 7.3740 1.5512
Top Decreases This Quarter

We use the change in the portfolio allocation because this is the most meaningful metric. Changes can be due to trades or changes in share prices.

Security Shares
(MM)		 Value
(MM$)		 Portfolio % ΔPortfolio %
0.24 250.85 5.2611 -4.7174
1.14 250.76 5.2593 -4.0052
1.75 280.69 5.8870 -2.2341
0.56 125.93 2.6411 -1.1900
1.89 385.75 8.0903 -1.1776
1.18 16.14 0.3385 -1.1298
0.97 714.47 14.9847 -1.0906
1.23 131.75 2.7633 -0.6054
2.16 340.94 7.1506 -0.1441
0.28 12.67 0.2657 -0.0562
13F and Fund Filings

This form was filed on 2025-08-14 for the reporting period 2025-06-30. Click the link icon to see the full transaction history.

Upgrade to unlock premium data and export to Excel .

2022-07-28: Important Note - We have changed the treatment of the Δ Portfolio % column in this table. Previously, we were reporting it as the percent change in the portfolio allocation. We are now reporting it as the raw change in the portfolio allocation (still reported as a percent). In formula terms, we were previously reporting it as 100 * (current allocation - prior allocation ) / prior allocation. We are now reporting it as (current allocation - prior allocation).
Security Type Avg Share Price Shares
(MM)		 ΔShares
(%)		 ΔShares
(%)		 Value
($MM)		 Portfolio
(%)		 ΔPortfolio
(%)
META / Meta Platforms, Inc. 0.97 0.00 714.47 28.06 14.9847 -1.0906
PANW / Palo Alto Networks, Inc. 1.89 0.00 385.75 19.93 8.0903 -1.1776
AVGO / Broadcom Inc. 1.28 5.68 351.59 73.98 7.3740 1.5512
NVDA / NVIDIA Corporation 2.16 -7.62 340.94 34.67 7.1506 -0.1441
ORCL / Oracle Corporation 1.33 291.22 6.1077 6.1077
SE / Sea Limited - Depositary Receipt (Common Stock) 1.75 -18.75 280.69 -0.41 5.8870 -2.2341
DASH / DoorDash, Inc. 1.08 267.46 5.6095 5.6095
NOW / ServiceNow, Inc. 0.24 -43.91 250.85 -27.57 5.2611 -4.7174
AMZN / Amazon.com, Inc. 1.14 -32.37 250.76 -22.01 5.2593 -4.0052
SPOT / Spotify Technology S.A. 0.33 250.15 5.2465 5.2465
CPNG / Coupang, Inc. 7.77 0.00 232.70 36.62 4.8804 -0.0273
MSFT / Microsoft Corporation 0.46 228.31 4.7884 4.7884
CDNS / Cadence Design Systems, Inc. 0.61 187.66 3.9359 3.9359
DT / Dynatrace, Inc. 2.82 155.86 3.2688 3.2688
CHYM / Chime Financial, Inc. 4.42 152.56 3.1997 3.1997
SNOW / Snowflake Inc. 0.63 140.53 2.9473 2.9473
TTAN / ServiceTitan, Inc. 1.23 0.00 131.75 12.69 2.7633 -0.6054
TSM / Taiwan Semiconductor Manufacturing Company Limited - Depositary Receipt (Common Stock) 0.56 -30.59 125.93 -5.29 2.6411 -1.1900
NU / Nu Holdings Ltd. 1.18 -76.36 16.14 -68.33 0.3385 -1.1298
CART / Maplebear Inc. 0.28 0.00 12.67 13.41 0.2657 -0.0562
TEAM / Atlassian Corporation 0.00 -100.00 0.00 0.0000
RDDT / Reddit, Inc. 0.00 -100.00 0.00 0.0000
SHOP / Shopify Inc. 0.00 -100.00 0.00 0.0000