Scge Management, L.P. 13F holdings, Q4 2025
Holdings as of December 31, 2025 · filings on SEC EDGAR · latest filing →
Scge Management, L.P. disclosed 20 US equity positions worth $4.4bn in its Q4 2025 13F filing. The largest position was NVDA at 14.1% of the reported book, followed by GOOGL and MSFT. Against the Q3 2025 filing, it opened 3 new positions, added to 8 and reduced 4 among the top 20 holdings.
What did Scge Management, L.P. own in Q4 2025? Top 20 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q3 2025 |
|---|---|---|---|---|---|---|---|
| 1 | NVDA NVIDIA CORPORATION | Technology | 14.1% | $620.1m | 3,325,000 | 46% | added |
| 2 | GOOGL ALPHABET INC | Communication Services | 11.4% | $501.7m | 1,603,000 | – | new |
| 3 | MSFT MICROSOFT CORP | Technology | 9.4% | $412.0m | 852,000 | 39% | added |
| 4 | DASH DOORDASH INC | Consumer Cyclical | 8.2% | $361.0m | 1,594,000 | 32% | added |
| 5 | AMZN AMAZON COM INC | Consumer Cyclical | 6.8% | $298.0m | 1,291,000 | -2% | reduced |
| 6 | AVGO BROADCOM INC | Technology | 5.7% | $251.3m | 726,000 | -24% | reduced |
| 7 | ASML ASML HOLDING N V | Technology | 5.6% | $243.9m | 228,000 | 77% | added |
| 8 | META META PLATFORMS INC | Communication Services | 5.2% | $228.4m | 346,000 | -64% | reduced |
| 9 | SE SEA LTD | Consumer Cyclical | 5.2% | $226.4m | 1,775,000 | 4% | added |
| 10 | TSLA TESLA INC | Consumer Cyclical | 4.2% | $183.0m | 407,000 | – | new |
| 11 | SNOW SNOWFLAKE INC | Technology | 4.0% | $174.8m | 797,000 | -11% | reduced |
| 12 | NOW SERVICENOW INC | Technology | 4.0% | $173.9m | 1,135,000 | 400% | added |
| 13 | KLAR KLARNA GROUP PLC | Financial Services | 3.5% | $152.3m | 5,266,524 | 0% | held |
| 14 | Z ZILLOW GROUP INC | Communication Services | 3.1% | $136.3m | 1,998,000 | 15% | added |
| 15 | TTAN SERVICETITAN INC | Technology | 3.0% | $130.9m | 1,229,285 | 0% | held |
| 16 | CHYM CHIME FINL INC | Technology | 2.5% | $111.3m | 4,420,841 | 0% | held |
| 17 | CVNA CARVANA CO | Consumer Cyclical | 2.0% | $87.8m | 208,000 | 38% | added |
| 18 | CRDO CREDO TECHNOLOGY GROUP HOLDI | Technology | 1.9% | $82.0m | 570,000 | – | new |
| 19 | CART MAPLEBEAR INC | Consumer Cyclical | 0.3% | $12.6m | 280,037 | 0% | held |
| 20 | FIG FIGMA INC | Technology | 0.1% | $2.2m | 60,000 | 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.