Scge Management, L.P. 13F holdings, Q3 2025
Holdings as of September 30, 2025 · filings on SEC EDGAR · latest filing →
Scge Management, L.P. disclosed 24 US equity positions worth $5.1bn in its Q3 2025 13F filing. The largest position was META at 13.9% of the reported book, followed by NVDA and PANW. Against the Q2 2025 filing, it opened 7 new positions, added to 6 and reduced 6 among the top 24 holdings.
What did Scge Management, L.P. own in Q3 2025? Top 24 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q2 2025 |
|---|---|---|---|---|---|---|---|
| 1 | META META PLATFORMS INC | Communication Services | 13.9% | $710.9m | 968,000 | 0% | held |
| 2 | NVDA NVIDIA CORPORATION | Technology | 8.3% | $425.6m | 2,281,000 | 6% | added |
| 3 | PANW PALO ALTO NETWORKS INC | Technology | 7.5% | $383.8m | 1,885,000 | 0% | held |
| 4 | DASH DOORDASH INC | Consumer Cyclical | 6.4% | $327.5m | 1,204,000 | 11% | added |
| 5 | MSFT MICROSOFT CORP | Technology | 6.2% | $316.5m | 611,000 | 33% | added |
| 6 | AVGO BROADCOM INC | Technology | 6.1% | $313.6m | 950,500 | -25% | reduced |
| 7 | ORCL ORACLE CORP | Technology | 6.1% | $312.5m | 1,111,000 | -17% | reduced |
| 8 | SE SEA LTD | Consumer Cyclical | 5.9% | $304.6m | 1,704,000 | -3% | reduced |
| 9 | AMZN AMAZON COM INC | Consumer Cyclical | 5.7% | $290.7m | 1,324,000 | 16% | added |
| 10 | SPOT SPOTIFY TECHNOLOGY S A | Communication Services | 5.1% | $259.4m | 371,600 | 14% | added |
| 11 | NOW SERVICENOW INC | Technology | 4.1% | $208.9m | 227,000 | -7% | reduced |
| 12 | SNOW SNOWFLAKE INC | Technology | 3.9% | $201.4m | 893,000 | 42% | added |
| 13 | KLAR KLARNA GROUP PLC | Financial Services | 3.8% | $193.0m | 5,266,524 | – | new |
| 14 | CDNS CADENCE DESIGN SYSTEM INC | Technology | 3.7% | $190.0m | 541,000 | -11% | reduced |
| 15 | Z ZILLOW GROUP INC | Communication Services | 2.6% | $134.0m | 1,739,000 | – | new |
| 16 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 2.5% | $126.5m | 453,000 | -19% | reduced |
| 17 | ASML ASML HOLDING N V | Technology | 2.4% | $124.9m | 129,000 | – | new |
| 18 | TTAN SERVICETITAN INC | Technology | 2.4% | $123.9m | 1,229,285 | 0% | held |
| 19 | CHYM CHIME FINL INC | Technology | 1.7% | $89.2m | 4,420,841 | 0% | held |
| 20 | CVNA CARVANA CO | Consumer Cyclical | 1.1% | $57.0m | 151,000 | – | new |
| 21 | CART MAPLEBEAR INC | Consumer Cyclical | 0.2% | $10.3m | 280,037 | 0% | held |
| 22 | NTSK NETSKOPE INC | 0.2% | $9.1m | 400,000 | – | new | |
| 23 | BLSH BULLISH | 0.1% | $6.4m | 100,000 | – | new | |
| 24 | FIG FIGMA INC | Technology | 0.1% | $3.1m | 60,000 | – | new |
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.