SCGE MANAGEMENT, L.P.

Q4 2024 13F-HR Holdings

Location
Menlo Park, CA
Holdings as of
12/31/2024
Date filed
2/14/2025
Form type
13F-HR
Num holdings
23
Total value ($000)
$5,409,165
Net value change ($000)
+820,141 (17.9%)
New positions
9
Sold out positions
1
Turnover %
26.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/14/2024 Next filing: 5/15/2025 SEC filing

Snapshot: Change Analysis

Compared to Q3 2024
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SHOP 268,252 217.6%
AVGO 259,661 NEW
TEAM 207,116 NEW
CVNA 201,123 NEW
NOW 163,742 18.5%
FICO 149,320 NEW
TTAN 126,457 NEW
RDDT 119,148 NEW
NFLX 98,045 NEW
SE 96,445 NEW
Top Reduces (Value $000, Stocks/ETFs)
MSFT -366,225 -77.7%
NU -363,491 -80.2%
PDD -111,892 -100.0%
META -103,773 -12.7%
CPNG -74,101 -27.4%
CRWD -42,326 -32.7%
MELI -29,773 -31.5%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type