SCGE MANAGEMENT, L.P.

Q4 2025 13F-HR Holdings

Location
Menlo Park, CA
Holdings as of
12/31/2025
Date filed
2/13/2026
Form type
13F-HR
Num holdings
20
Total value ($000)
$4,390,041
Net value change ($000)
-732,577 (-14.3%)
New positions
3
Sold out positions
7
Turnover %
46.8%
Sector allocation + QoQ delta (equities-only)
Prev filing: 2/13/2026 Next filing: — SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
GOOGL 501,739 NEW
NVDA 194,524 45.7%
TSLA 183,036 NEW
ASML 119,044 95.3%
MSFT 95,577 30.2%
CRDO 82,017 NEW
DASH 33,533 10.2%
CVNA 30,817 54.1%
CHYM 22,105 24.8%
AMZN 7,278 2.5%
Top Reduces (Value $000, Stocks/ETFs)
META -482,489 -67.9%
PANW -383,824 -100.0%
ORCL -312,458 -100.0%
SPOT -259,377 -100.0%
CDNS -190,032 -100.0%
TSM -126,518 -100.0%
SE -78,119 -25.7%
AVGO -62,310 -19.9%
KLAR -40,763 -21.1%
NOW -35,033 -16.8%
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