SCGE MANAGEMENT, L.P. 13F Portfolio
| Entity | Category | QoQ AUM Change | AUM (13F) | # of Holdings | Performance Rank | Equities Trend |
|---|---|---|---|---|---|---|
SM SCGE MANAGEMENT, L.P. | Institutional Filer | ▼ 24.83% | $3.30B | 21 |
Current Portfolio Holdings
Showing all 21 reported positions by value
| # | Stock | Company Name | Sector | Shares Held | Market Value | % of Portfolio |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA Corporation | Technology | 3.0M | $529.1M | 16.03% |
| 2 | GOOGL | Alphabet Inc. | Technology | 1.6M | $461.0M | 13.97% |
| 3 | MSFT | Microsoft Corporation | Technology | 763K | $282.4M | 8.56% |
| 4 | AMZN | Amazon.com, Inc. | Consumer Cyclical | 1.2M | $245.5M | 7.44% |
| 5 | AVGO | Broadcom Inc. | Technology | 793K | $245.3M | 7.44% |
| 6 | DASH | DoorDash, Inc. | Communication Services | 1.6M | $239.3M | 7.25% |
| 7 | ASML | ASML Holding N.V. | Technology | 137K | $181.2M | 5.49% |
| 8 | SE | Sea Limited | Consumer Cyclical | 1.8M | $147.0M | 4.45% |
| 9 | META | Meta Platforms, Inc. | Technology | 257K | $146.9M | 4.45% |
| 10 | TSLA | Tesla, Inc. | Consumer Cyclical | 372K | $138.1M | 4.19% |
| 11 | NOW | ServiceNow, Inc. | Technology | 1.1M | $118.7M | 3.60% |
| 12 | NTSK | Netskope, Inc. Class A Common Stock | Technology | 11.0M | $93.0M | 2.82% |
| 13 | SNOW | Snowflake Inc. | Technology | 535K | $80.7M | 2.45% |
| 14 | CHYM | Chime Financial, Inc. Class A Common Stock | Financial Services | 4.2M | $78.3M | 2.37% |
| 15 | TTAN | ServiceTitan, Inc. | Technology | 1.2M | $78.0M | 2.36% |
Showing 1 to 15 of 21 holdings