SCGE MANAGEMENT, L.P.
Securities ▲▼ | Shares | Value ($K) | |||||
|---|---|---|---|---|---|---|---|
Q2 2025 ▲▼ | Q3 2025 ▲▼ | Change ▲▼ | Q2 2025 ▲▼ | Q3 2025 ▲▼ | Weight (%) ▲▼ | Change ▲▼ | |
| SNOWFLAKE INC(SNOW) | 0 | 893,000 | +893,000 | 0 | 201,416,150 | 3.93% | +201,416,150 |
| KLARNA GROUP PLC(KLAR) | 0 | 5,266,524 | +5,266,524 | 0 | 193,018,105 | 3.77% | +193,018,105 |
| ZILLOW GROUP INC(Z) | 0 | 1,739,000 | +1,739,000 | 0 | 133,989,950 | 2.62% | +133,989,950 |
| ASML HOLDING N V | 0 | 129,000 | +129,000 | 0 | 124,883,610 | 2.44% | +124,883,610 |
| MICROSOFT CORP(MSFT) | 459,000 | 611,000 | +152,000 | 228,311,190 | 316,467,450 | 6.18% | +88,156,260 |
| NVIDIA CORPORATION(NVDA) | 2,158,000 | 2,281,000 | +123,000 | 340,942,420 | 425,588,980 | 8.31% | +84,646,560 |
| DOORDASH INC(DASH) | 1,085,000 | 1,204,000 | +119,000 | 267,463,350 | 327,475,960 | 6.39% | +60,012,610 |
| CARVANA CO(CVNA) | 0 | 151,000 | +151,000 | 0 | 56,963,240 | 1.11% | +56,963,240 |
| AMAZON COM INC(AMZN) | 1,143,000 | 1,324,000 | +181,000 | 250,762,770 | 290,710,680 | 5.68% | +39,947,910 |
| SEA LTD(SE) | 1,755,000 | 1,704,000 | -51,000 | 280,694,700 | 304,555,920 | 5.95% | +23,861,220 |
| ORACLE CORP(ORCL) | 1,332,000 | 1,111,000 | -221,000 | 291,215,160 | 312,457,640 | 6.10% | +21,242,480 |
| SPOTIFY TECHNOLOGY S A(SPOT) | 326,000 | 371,600 | +45,600 | 250,152,840 | 259,376,800 | 5.06% | +9,223,960 |
| NETSKOPE INC(NTSK) | 0 | 400,000 | +400,000 | 0 | 9,092,000 | 0.18% | +9,092,000 |
| BULLISH(BLSH) | 0 | 100,000 | +100,000 | 0 | 6,361,000 | 0.12% | +6,361,000 |
| FIGMA INC(FIG) | 0 | 60,000 | +60,000 | 0 | 3,112,200 | 0.06% | +3,112,200 |
| CADENCE DESIGN SYSTEM INC(CDNS) | 609,000 | 541,000 | -68,000 | 187,663,350 | 190,031,660 | 3.71% | +2,368,310 |
| TAIWAN SEMICONDUCTOR MFG LTD(TSM) | 556,000 | 453,000 | -103,000 | 125,928,440 | 126,518,370 | 2.47% | +589,930 |
| PALO ALTO NETWORKS INC(PANW) | 1,885,000 | 1,885,000 | 0 | 385,746,400 | 383,823,700 | 7.49% | -1,922,700 |
| MAPLEBEAR INC(CART) | 280,037 | 280,037 | 0 | 12,668,874 | 10,294,160 | 0.20% | -2,374,714 |
| META PLATFORMS INC(META) | 968,000 | 968,000 | 0 | 714,471,120 | 710,879,840 | 13.88% | -3,591,280 |
| SERVICETITAN INC(TTAN) | 1,229,285 | 1,229,285 | 0 | 131,754,766 | 123,948,807 | 2.42% | -7,805,959 |
| NU HLDGS LTD(NU) | 1,176,507 | 0 | -1,176,507 | 16,141,676 | 0 | — | -16,141,676 |
| BROADCOM INC(AVGO) | 1,275,500 | 950,500 | -325,000 | 351,591,575 | 313,579,455 | 6.12% | -38,012,120 |
| SERVICENOW INC(NOW) | 244,000 | 227,000 | -17,000 | 250,851,520 | 208,903,560 | 4.08% | -41,947,960 |
| CHIME FINL INC(CHYM) | 4,420,841 | 4,420,841 | 0 | 152,563,223 | 89,168,363 | 1.74% | -63,394,860 |
| SNOWFLAKE INC(SNOW) | 628,000 | 0 | -628,000 | 140,527,560 | 0 | — | -140,527,560 |
| DYNATRACE INC(DT) | 2,823,000 | 0 | -2,823,000 | 155,857,830 | 0 | — | -155,857,830 |
| COUPANG INC(CPNG) | 7,767,000 | 0 | -7,767,000 | 232,699,320 | 0 | — | -232,699,320 |