SCGE MANAGEMENT, L.P. Q4 2025 Filing
Filed February 13, 2026
Portfolio Value
$4.4T
Holdings
20
Report Date
Q4 2025
Filing Type
13F-HR
All Holdings (20 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NVDANVIDIA CORPORATION | 3,325,000 | $620.1B | 14.13% | |
| 2 | GOOGLALPHABET INC | 1,603,000 | $501.7B | 11.43% | |
| 3 | MSFTMICROSOFT CORP | 852,000 | $412.0B | 9.39% | |
| 4 | DASHDOORDASH INC | 1,594,000 | $361.0B | 8.22% | |
| 5 | AMZNAMAZON COM INC | 1,291,000 | $298.0B | 6.79% | |
| 6 | AVGOBROADCOM INC | 726,000 | $251.3B | 5.72% | |
| 7 | ASMLASML HOLDING N V | 228,000 | $243.9B | 5.56% | |
| 8 | METAMETA PLATFORMS INC | 346,000 | $228.4B | 5.20% | |
| 9 | SESEA LTD | 1,775,000 | $226.4B | 5.16% | |
| 10 | TSLATESLA INC | 407,000 | $183.0B | 4.17% | |
| 11 | SNOWSNOWFLAKE INC | 797,000 | $174.8B | 3.98% | |
| 12 | NOWSERVICENOW INC | 1,135,000 | $173.9B | 3.96% | |
| 13 | KLARKLARNA GROUP PLC | 5,266,524 | $152.3B | 3.47% | |
| 14 | ZZILLOW GROUP INC | 1,998,000 | $136.3B | 3.10% | |
| 15 | TTANSERVICETITAN INC | 1,229,285 | $130.9B | 2.98% | |
| 16 | CHYMCHIME FINL INC | 4,420,841 | $111.3B | 2.53% | |
| 17 | CVNACARVANA CO | 208,000 | $87.8B | 2.00% | |
| 18 | CRDOCREDO TECHNOLOGY GROUP HOLDI | 570,000 | $82.0B | 1.87% | |
| 19 | CARTMAPLEBEAR INC | 280,037 | $12.6B | 0.29% | |
| 20 | FIGFIGMA INC | 60,000 | $2.2B | 0.05% |