SCGE MANAGEMENT, L.P.
data from 30/09/2025
Capitalization
$ 5.426 B
13.79 %
Performance
$ 4.318 B
56 949.86 %
| Date | Ticket | Name | Weight | Capitalization | Share number | First added | Performance ($) | Performance (%) |
|---|---|---|---|---|---|---|---|---|
| 2025/09/30 | META | META PLATFORMS INC | 13.10% | 710.880 M $ | 968000 | 2022/12/31 | -3.591 M $ | -0.50 % |
| 2025/09/30 | NVDA | NVIDIA CORPORATION | 7.84% | 425.589 M $ | 2281000 | 2023/06/30 | 61.697 M $ | 18.10 % |
| 2025/09/30 | PANW | PALO ALTO NETWORKS INC | 7.07% | 383.824 M $ | 1885000 | 2023/06/30 | -1.923 M $ | -0.50 % |
| 2025/09/30 | DASH | DOORDASH INC | 6.04% | 327.476 M $ | 1204000 | 2025/06/30 | 27.646 M $ | 10.34 % |
| 2025/09/30 | MSFT | MICROSOFT CORP | 5.83% | 316.467 M $ | 611000 | 2018/12/31 | 9.428 M $ | 4.13 % |
| 2025/09/30 | AVGO | BROADCOM INC | 5.78% | 313.579 M $ | 950500 | 2024/12/31 | 69.209 M $ | 19.68 % |
| 2025/09/30 | ORCL | ORACLE CORP | 5.76% | 312.458 M $ | 1111000 | 2025/06/30 | 83.397 M $ | 28.64 % |
| 2025/09/30 | NTSK | NETSKOPE INC | 5.75% | 312.104 M $ | 13730921 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | SE | SEA LTD | 5.61% | 304.556 M $ | 1704000 | 2024/12/31 | 32.976 M $ | 11.75 % |
| 2025/09/30 | AMZN | AMAZON COM INC | 5.36% | 290.711 M $ | 1324000 | 2012/12/31 | 205.740 K $ | 0.08 % |
| 2025/09/30 | SPOT | SPOTIFY TECHNOLOGY S A | 4.78% | 259.377 M $ | 371600 | 2025/06/30 | -22.605 M $ | -9.04 % |
| 2025/09/30 | NOW | SERVICENOW INC | 3.85% | 208.904 M $ | 227000 | 2014/09/30 | -26.303 M $ | -10.49 % |
| 2025/09/30 | SNOW | SNOWFLAKE INC | 3.71% | 201.416 M $ | 893000 | 2025/06/30 | 1.118 M $ | 0.80 % |
| 2025/09/30 | KLAR | KLARNA GROUP PLC | 3.56% | 193.018 M $ | 5266524 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | CDNS | CADENCE DESIGN SYSTEM INC | 3.50% | 190.032 M $ | 541000 | 2025/06/30 | 26.254 M $ | 13.99 % |
| 2025/09/30 | Z | ZILLOW GROUP INC | 2.47% | 133.990 M $ | 1739000 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | 2.33% | 126.518 M $ | 453000 | 2023/06/30 | 29.357 M $ | 23.31 % |
| 2025/09/30 | ASML | ASML HOLDING N V | 2.30% | 124.884 M $ | 129000 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | TTAN | SERVICETITAN INC | 2.28% | 123.949 M $ | 1229285 | 2024/12/31 | -7.806 M $ | -5.92 % |
| 2025/09/30 | CHYM | CHIME FINL INC | 1.64% | 89.168 M $ | 4420841 | 2025/06/30 | -63.395 M $ | -41.55 % |
| 2025/09/30 | CVNA | CARVANA CO | 1.05% | 56.963 M $ | 151000 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | CART | MAPLEBEAR INC | 0.19% | 10.294 M $ | 280037 | 2023/09/30 | -2.375 M $ | -18.74 % |
| 2025/09/30 | BULLISH | 0.12% | 6.361 M $ | 100000 | 2025/09/30 | 0.000 $ | 0.00 % | |
| 2025/09/30 | FIG | FIGMA INC | 0.06% | 3.112 M $ | 60000 | 2025/09/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | DT | DYNATRACE INC | 0.00% | 0.000 $ | 0 | 2025/06/30 | 0.000 $ | 0.00 % |
| 2025/09/30 | NU | NU HLDGS LTD | 0.00% | 0.000 $ | 0 | 2021/12/31 | 0.000 $ | 0.00 % |
| 2025/09/30 | CPNG | COUPANG INC | 0.00% | 0.000 $ | 0 | 2021/03/31 | 0.000 $ | 0.00 % |