SCGE MANAGEMENT, L.P.

Q1 2025 13F-HR Holdings

Location
Menlo Park, CA
Holdings as of
3/31/2025
Date filed
5/15/2025
Form type
13F-HR
Num holdings
15
Total value ($000)
$3,470,654
Net value change ($000)
-1,938,511 (-35.8%)
New positions
0
Sold out positions
8
Turnover %
27.3%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/14/2025 Next filing: 8/14/2025 SEC filing

Snapshot: Change Analysis

Compared to Q4 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)
SE 185,413 192.2%
PANW 58,178 22.1%
RDDT 49,951 41.9%
TSM 27,704 26.3%
TEAM 4,245 2.0%
Top Reduces (Value $000, Stocks/ETFs)
NOW -701,078 -66.9%
CVNA -201,123 -100.0%
HUBS -191,612 -100.0%
META -152,893 -21.5%
FICO -149,320 -100.0%
NVDA -140,831 -35.7%
AMZN -121,190 -27.4%
MSFT -104,954 -100.0%
NFLX -98,045 -100.0%
CRWD -87,251 -100.0%
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