Scge Management, L.P. 13F holdings, Q2 2025
Holdings as of June 30, 2025 · filings on SEC EDGAR · latest filing →
Scge Management, L.P. disclosed 20 US equity positions worth $4.8bn in its Q2 2025 13F filing. The largest position was META at 15.0% of the reported book, followed by PANW and AVGO. Against the Q1 2025 filing, it opened 8 new positions, added to 1 and reduced 6 among the top 20 holdings.
What did Scge Management, L.P. own in Q2 2025? Top 20 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2025 |
|---|---|---|---|---|---|---|---|
| 1 | META META PLATFORMS INC | Communication Services | 15.0% | $714.5m | 968,000 | 0% | held |
| 2 | PANW PALO ALTO NETWORKS INC | Technology | 8.1% | $385.7m | 1,885,000 | 0% | held |
| 3 | AVGO BROADCOM INC | Technology | 7.4% | $351.6m | 1,275,500 | 6% | added |
| 4 | NVDA NVIDIA CORPORATION | Technology | 7.2% | $340.9m | 2,158,000 | -8% | reduced |
| 5 | ORCL ORACLE CORP | Technology | 6.1% | $291.2m | 1,332,000 | – | new |
| 6 | SE SEA LTD | Consumer Cyclical | 5.9% | $280.7m | 1,755,000 | -19% | reduced |
| 7 | DASH DOORDASH INC | Consumer Cyclical | 5.6% | $267.5m | 1,085,000 | – | new |
| 8 | NOW SERVICENOW INC | Technology | 5.3% | $250.9m | 244,000 | -44% | reduced |
| 9 | AMZN AMAZON COM INC | Consumer Cyclical | 5.3% | $250.8m | 1,143,000 | -32% | reduced |
| 10 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 5.2% | $250.2m | 326,000 | – | new |
| 11 | CPNG COUPANG INC | Consumer Cyclical | 4.9% | $232.7m | 7,767,000 | 0% | held |
| 12 | MSFT MICROSOFT CORP | Technology | 4.8% | $228.3m | 459,000 | – | new |
| 13 | CDNS CADENCE DESIGN SYSTEM INC | Technology | 3.9% | $187.7m | 609,000 | – | new |
| 14 | DT DYNATRACE INC | Technology | 3.3% | $155.9m | 2,823,000 | – | new |
| 15 | CHYM CHIME FINL INC | Technology | 3.2% | $152.6m | 4,420,841 | – | new |
| 16 | SNOW SNOWFLAKE INC | Technology | 2.9% | $140.5m | 628,000 | – | new |
| 17 | TTAN SERVICETITAN INC | Technology | 2.8% | $131.8m | 1,229,285 | 0% | held |
| 18 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 2.6% | $125.9m | 556,000 | -31% | reduced |
| 19 | NU NU HLDGS LTD | Financial Services | 0.3% | $16.1m | 1,176,507 | -76% | reduced |
| 20 | CART MAPLEBEAR INC | Consumer Cyclical | 0.3% | $12.7m | 280,037 | 0% | held |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.