SCGE MANAGEMENT, L.P.
Hedge Fund • Long/Short
SCGE MANAGEMENT, L.P. is a Long/Short Hedge Fund based in Menlo Park, CA led by Vincent Lo Wu, reporting $9.8B in AUM as of Q3 2025 with 46% Technology concentration, 68% concentrated in top 10 holdings, and 46% technology allocation.
CIOVincent Lo Wu
- Portfolio Value
- $5.4B
- Positions
- 24
- Top Holding
- META at 13.1%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in SCGE MANAGEMENT, L.P.'s portfolio (68.2% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
Internet Content & Information Communication Services | $710.9M | 13.10% | — | 0.04% 968.0K shares | |
Semiconductors Technology | $425.6M | 7.84% | +$22.9M Bought | 0.01% 2.3M shares | |
Software - Infrastructure Technology | $383.8M | 7.07% | — | 0.28% 1.9M shares | |
Internet Content & Information Communication Services | $327.5M | 6.04% | +$32.4M Bought | 0.28% 1.2M shares | |
Software - Infrastructure Technology | $316.5M | 5.83% | +$78.7M Bought | 0.01% 611.0K shares | |
Semiconductors Technology | $313.6M | 5.78% | -$107.2M Sold | 0.02% 950.5K shares | |
Software - Infrastructure Technology | $312.5M | 5.76% | -$62.2M Sold | 0.04% 1.1M shares | |
Unknown Unknown | $312.1M | 5.75% | +$312.1M New | 3.59% 13.7M shares | |
Unknown Unknown | $304.6M | 5.61% | -$9.1M Sold | — 1.7M shares | |
Specialty Retail Consumer Cyclical | $290.7M | 5.36% | +$39.7M Bought | 0.01% 1.3M shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in SCGE MANAGEMENT, L.P.'s latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
New | |
New | |
New | |
New | |
New |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-25.48% | |
-18.53% |
Analytics
Portfolio insights and performance metrics for SCGE MANAGEMENT, L.P.
GthenA