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Showing Q3 2025 data
SCGE MANAGEMENT, L.P.'s Q4 2025 filing not yet available. Expected by Feb 14, 2026.
SCGE MANAGEMENT, L.P.
•CIK: 1537530•Filing: Q3 2025
**SCGE MANAGEMENT, L.P.** manages $5.4B across a concentrated portfolio of 24 positions. The strategy exhibits significant conviction in high-growth technology and infrastructure names, evidenced by top holdings including META at $710.9M and NVDA at $425.6M. Further allocations are notable in PANW ($383.8M), DASH ($327.5M), and MSFT ($316.5M), signaling deep sector focus. This positioning reflects a mandate targeting market leaders within the technology and enterprise software ecosystems.
Total AUM
$5.4B
QoQ Performance
+13.8%
Positions
24
Top 10 Concentration
68.2%
Latest Filing
Q3 2025
Top Holdings Allocation
META
NVDA
PANW
DASH
MSFT
AVGO
ORCL
NTSK
META13.1%
NVDA7.8%
PANW7.1%
DASH6.0%
MSFT5.8%
AVGO5.8%
ORCL5.8%
NTSK5.8%
📈 Biggest Buys
📉 Biggest Sells
Sector Breakdown
Other51.5%
Technology38.3%
Consumer5.4%
Communication4.8%
🚪 Exited Positionssold since Q2 2025
Changes from Q2 2025
NEW7 new positions
↑6 increased
↓6 decreased
Historical Filings
Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023