SCGE MANAGEMENT, L.P. Portfolio Holdings
Q3 2025•24 long positions•$5.4B portfolio value
We use cookies for analytics. See our Privacy and Cookie Policy.
Choose which columns to filter the table by
Choose which columns to display in the table
Holding27 | Sector | Position↕ | Traded↕ | Ownership↕ | Shares Δ↕ | Shares Δ % | Market Cap↕ | Owned Since↕ |
|---|---|---|---|---|---|---|---|---|
Internet Content & Information Communication Services | $710.9M 13.1% | — | 0.039% 968.0K shares | — | — | $1.84T Mega Cap | Q4 2022 Held for 2y 11m | |
Semiconductors Technology | $425.6M 7.84% | +$22.9M Bought | 0.009% 2.3M shares | 2.2M → 2.3M +$22.9M | +5.7% | $4.54T Mega Cap | Q2 2023 Held for 2y 5m | |
Software - Infrastructure Technology | $383.8M 7.07% | — | 0.278% 1.9M shares | — | — | $137.82B Large Cap | Q2 2023 Held for 2y 5m | |
Internet Content & Information Communication Services | $327.5M 6.04% | +$32.4M Bought | 0.282% 1.2M shares | 1.1M → 1.2M +$32.4M | +10.97% | $116.19B Large Cap | Q2 2025 Held for 5 months | |
Software - Infrastructure Technology | $316.5M 5.83% | +$78.7M Bought | 0.008% 611.0K shares | 459.0K → 611.0K +$78.7M | +33.12% | $3.85T Mega Cap | Q4 2018 Held for 6y 11m | |
Semiconductors Technology | $313.6M 5.78% | -$107.2M Sold | 0.02% 950.5K shares | 1.3M → 950.5K −$107.2M | -25.48% | $1.56T Mega Cap | Q4 2024 Held for 11 months | |
Software - Infrastructure Technology | $312.5M 5.76% | -$62.2M Sold | 0.039% 1.1M shares | 1.3M → 1.1M −$62.2M | -16.59% | $801.76B Mega Cap | Q2 2025 Held for 5 months | |
Unknown Unknown | $312.1M 5.75% | +$312.1M New | 3.59% 13.7M shares | 0 → 13.7M +$312.1M | New | $8.7B Mid Cap | Q3 2025 Held for 2 months | |
Unknown Unknown | $304.6M 5.61% | -$9.1M Sold | — 1.7M shares | 1.8M → 1.7M −$9.1M | -2.91% | — — | Q4 2024 Held for 11 months | |
Specialty Retail Consumer Cyclical | $290.7M 5.36% | +$39.7M Bought | 0.012% 1.3M shares | 1.1M → 1.3M +$39.7M | +15.84% | $2.34T Mega Cap | ≤ Q2 2013 Held for 12y 5m+ | |
Internet Content & Information Communication Services | $259.4M 4.78% | +$31.8M Bought | 0.181% 371.6K shares | 326.0K → 371.6K +$31.8M | +13.99% | $143.63B Large Cap | Q2 2025 Held for 5 months | |
Software - Application Technology | $208.9M 3.85% | -$15.6M Sold | 0.109% 227.0K shares | 244.0K → 227.0K −$15.6M | -6.97% | $190.98B Large Cap | Q3 2014 Held for 11y 2m | |
Software - Application Technology | $201.4M 3.71% | +$59.8M Bought | 0.264% 893.0K shares | 628.0K → 893.0K +$59.8M | +42.2% | $76.4B Large Cap | Q2 2025 Held for 5 months | |
Unknown Unknown | $193.0M 3.56% | +$193.0M New | 1.39% 5.3M shares | 0 → 5.3M +$193.0M | New | $13.8B Large Cap | Q3 2025 Held for 2 months | |
Software - Application Technology | $190.0M 3.5% | -$23.9M Sold | 0.199% 541.0K shares | 609.0K → 541.0K −$23.9M | -11.17% | $95.7B Large Cap | Q2 2025 Held for 5 months | |
Internet Content & Information Communication Services | $134.0M 2.47% | +$134.0M Bought | 0.718% 1.7M shares | — | — | $18.7B Large Cap | Q3 2025 Held for 2 months | |
Semiconductors Technology | $126.5M 2.33% | -$28.8M Sold | — 453.0K shares | 556.0K → 453.0K −$28.8M | -18.53% | — — | Q2 2025 Held for 5 months | |
Unknown Unknown | $124.9M 2.3% | +$124.9M New | — 129.0K shares | 0 → 129.0K +$124.9M | New | — — | Q3 2025 Held for 2 months | |
Unknown Unknown | $123.9M 2.28% | — | 1.32% 1.2M shares | — | — | $9.4B Mid Cap | Q4 2024 Held for 11 months | |
Unknown Unknown | $89.2M 1.64% | — | 1.19% 4.4M shares | — | — | $7.5B Mid Cap | Q2 2025 Held for 5 months | |
Specialty Retail Consumer Cyclical | $57.0M 1.05% | +$57.0M Bought | 0.109% 151.0K shares | — | — | $52.1B Large Cap | Q3 2025 Held for 2 months | |
Specialty Retail Consumer Cyclical | $10.3M 0.19% | — | — 280.0K shares | — | — | — — | Q3 2023 Held for 2y 2m | |
Unknown Unknown | $6.4M 0.117% | +$6.4M New | 0.068% 100.0K shares | 0 → 100.0K +$6.4M | New | $9.3B Mid Cap | Q3 2025 Held for 2 months | |
Software - Application Technology | $3.1M 0.057% | +$3.1M New | 0.012% 60.0K shares | 0 → 60.0K +$3.1M | New | $25.4B Large Cap | Q3 2025 Held for 2 months | |
Software - Application Technology | - — | -$155.9M Sold | — - shares | 2.8M → 0 −$155.9M | Sold | $16.7B Large Cap | Q2 2025 Held for 5 months | |
Banks - Diversified Financial Services | - — | -$16.1M Sold | — - shares | 1.2M → 0 −$16.1M | Sold | $64.8B Large Cap | Q4 2021 Held for 3y 11m | |
Specialty Retail Consumer Cyclical | - — | -$232.7M Sold | — - shares | 7.8M → 0 −$232.7M | Sold | $52.6B Large Cap | Q1 2021 Held for 4y 8m |
