SCGE MANAGEMENT, L.P.

Q2 2025 13F-HR Holdings

Location
Menlo Park, CA
Holdings as of
6/30/2025
Date filed
8/14/2025
Form type
13F-HR
Num holdings
20
Total value ($000)
$4,768,008
Net value change ($000)
+1,297,354 (37.4%)
New positions
8
Sold out positions
3
Turnover %
49.9%
Sector allocation + QoQ delta (equities-only)
Prev filing: 5/15/2025 Next filing: 2/13/2026 SEC filing

Snapshot: Change Analysis

Compared to Q1 2025
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)
ORCL 291,215 NEW
DASH 267,463 NEW
SPOT 250,153 NEW
MSFT 228,311 NEW
CDNS 187,663 NEW
META 156,555 28.1%
DT 155,858 NEW
CHYM 152,563 NEW
AVGO 149,504 74.0%
SNOW 140,528 NEW
Top Reduces (Value $000, Stocks/ETFs)
SHOP -323,295 -100.0%
TEAM -211,361 -100.0%
RDDT -169,099 -100.0%
NOW -95,469 -27.6%
AMZN -70,776 -22.0%
NU -34,817 -68.3%
TSM -7,038 -5.3%
SE -1,163 -0.4%
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