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

Currently, SCGE MANAGEMENT, L.P. holds 20 types of securities in its portfolio with a total value $4.4B. In the most recent quarter, they have increased their positions in N/A (+1.6M shares, valued at $501.7M), NVDA (+1.0M shares, valued at $194.7M), TSLA (+407.0K shares, valued at $183.0M); decreased their positions in META (-622.0K shares, valued at $410.6M), N/A (-224.5K shares, valued at $77.7M), SNOW (-96.0K shares, valued at $21.1M); initiated new positions in N/A (+1.6M shares, valued at $501.7M), TSLA (+407.0K shares, valued at $183.0M), CRDO (+570.0K shares, valued at $82.0M).

Top Holding Treemap

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

NVDA NVIDIA CORPORATION3.3M shares45.77%2025-12-312026-02-13

ALPHABET INC ALPHABET INC1.6M sharesnew addition2025-12-312026-02-13

MSFT MICROSOFT CORP852.0K shares39.44%2025-12-312026-02-13

DASH DOORDASH INC1.6M shares32.39%2025-12-312026-02-13

AMZN AMAZON COM INC1.3M shares-2.49%2025-12-312026-02-13

BROADCOM INC BROADCOM INC726.0K shares-23.62%2025-12-312026-02-13

ASML ASML HOLDING N V228.0K shares76.74%2025-12-312026-02-13

META META PLATFORMS INC346.0K shares-64.26%2025-12-312026-02-13

Sponsored

SE SEA LTD1.8M shares4.17%2025-12-312026-02-13

TSLA TESLA INC407.0K sharesnew addition2025-12-312026-02-13

SNOW SNOWFLAKE INC797.0K shares-10.75%2025-12-312026-02-13

NOW SERVICENOW INC1.1M shares400.00%2025-12-312026-02-13

KLAR KLARNA GROUP PLC5.3M shares0.00%2025-12-312026-02-13

Z ZILLOW GROUP INC2.0M shares14.89%2025-12-312026-02-13

TTAN SERVICETITAN INC1.2M shares0.00%2025-12-312026-02-13

CHYM CHIME FINL INC4.4M shares0.00%2025-12-312026-02-13