The Analysis of SCGE MANAGEMENT, L.P.'s Holdings


Currently, SCGE MANAGEMENT, L.P. holds 24 types of securities in its portfolio with a total value $5.4B. In the most recent quarter, they have increased their positions in NTSK (+13.7M shares, valued at $312.1M), KLAR (+5.3M shares, valued at $193.0M), Z (+1.7M shares, valued at $134.0M); decreased their positions in AVGO (-325.0K shares, valued at $107.2M), ORCL (-221.0K shares, valued at $62.2M), TSM (-103.0K shares, valued at $28.8M); initiated new positions in NTSK (+13.7M shares, valued at $312.1M), KLAR (+5.3M shares, valued at $193.0M), Z (+1.7M shares, valued at $134.0M).


Top Holding Treemap

Stock Holdings
TickerCompany NameSharesShares â–ŗ%Event DateReport DateHistory
META META PLATFORMS INC968.0K shares0.00%2025-09-302025-11-14history
NVDA NVIDIA CORPORATION2.3M shares5.70%2025-09-302025-11-14history
PANW PALO ALTO NETWORKS INC1.9M shares0.00%2025-09-302025-11-14history
DASH DOORDASH INC1.2M shares10.97%2025-09-302025-11-14history
MSFT MICROSOFT CORP611.0K shares33.12%2025-09-302025-11-14history
AVGO BROADCOM INC950.5K shares-25.48%2025-09-302025-11-14history
ORCL ORACLE CORP1.1M shares-16.59%2025-09-302025-11-14history
NTSK NETSKOPE INC13.7M sharesnew addition2025-09-302025-11-14history
Sponsored
SE SEA LTD1.7M shares-2.91%2025-09-302025-11-14history
AMZN AMAZON COM INC1.3M shares15.84%2025-09-302025-11-14history
SPOT SPOTIFY TECHNOLOGY S A371.6K shares13.99%2025-09-302025-11-14history
NOW SERVICENOW INC227.0K shares-6.97%2025-09-302025-11-14history
SNOW SNOWFLAKE INC893.0K shares42.20%2025-09-302025-11-14history
KLAR KLARNA GROUP PLC5.3M sharesnew addition2025-09-302025-11-14history
CDNS CADENCE DESIGN SYSTEM INC541.0K shares-11.17%2025-09-302025-11-14history
Z ZILLOW GROUP INC1.7M sharesnew addition2025-09-302025-11-14history
Sponsored
TSM TAIWAN SEMICONDUCTOR MFG LTD453.0K shares-18.53%2025-09-302025-11-14history
ASML ASML HOLDING N V129.0K sharesnew addition2025-09-302025-11-14history
TTAN SERVICETITAN INC1.2M shares0.00%2025-09-302025-11-14history
CHYM CHIME FINL INC4.4M shares0.00%2025-09-302025-11-14history
CVNA CARVANA CO151.0K sharesnew addition2025-09-302025-11-14history
CART MAPLEBEAR INC280.0K shares0.00%2025-09-302025-11-14history
BLSH BULLISH100.0K sharesnew addition2025-09-302025-11-14history
FIG FIGMA INC60.0K sharesnew addition2025-09-302025-11-14history
Sponsored

Call Option Holdings
No call option holdings data available

Put Option Holdings
No put option holdings data available