SCGE MANAGEMENT, L.P. Diversified Active

Location: Menlo Park, CA

CIK: 0001537530 · Show all filings

Period: Q4 2025 (← Previous) (Next →)

Filing Date: Feb 13, 2026

Total Value: $4.39B (100.0% shares, 0.0% debt)

Holdings (20)

NVDA NVIDIA CORPORATION 14.1%

Value $620M Shares 3,325,000 Est. Cost $126.25 Unrealized +47.4%

GOOGL ALPHABET INC 11.4%

Value $502M Shares 1,603,000 Est. Cost $285.60 Unrealized 0.0%

MSFT MICROSOFT CORP 9.4%

Value $412M Shares 852,000 Est. Cost $465.29 Unrealized +7.6%

DASH DOORDASH INC 8.2%

Value $361M Shares 1,594,000 Est. Cost $212.64 Unrealized +10.3%

AMZN AMAZON COM INC 6.8%

Value $298M Shares 1,291,000 Est. Cost $136.99 Unrealized +67.0%

AVGO BROADCOM INC 5.7%

Value $251M Shares 726,000 Est. Cost $186.48 Unrealized +91.4%

ASML ASML HOLDING N V 5.6%

Value $244M Shares 228,000 Est. Cost $1012.28 Unrealized —

META META PLATFORMS INC 5.2%

Value $228M Shares 346,000 Est. Cost $135.92 Unrealized +391.0%

SE SEA LTD 5.2%

Value $226M Shares 1,775,000 Est. Cost $120.52 Unrealized —

TSLA TESLA INC 4.2%

Value $183M Shares 407,000 Est. Cost $443.29 Unrealized 0.0%

SNOW SNOWFLAKE INC 4.0%

Value $175M Shares 797,000 Est. Cost $190.87 Unrealized +27.9%

NOW SERVICENOW INC 4.0%

Value $174M Shares 1,135,000 Est. Cost $145.71 Unrealized +17.7%

KLAR KLARNA GROUP PLC 3.5%

Value $152M Shares 5,266,524 Est. Cost $42.59 Unrealized -19.4%

Z ZILLOW GROUP INC 3.1%

Value $136M Shares 1,998,000 Est. Cost $80.51 Unrealized -10.1%

TTAN SERVICETITAN INC 3.0%

Value $131M Shares 1,229,285 Est. Cost $104.38 Unrealized -6.4%

CHYM CHIME FINL INC 2.5%

Value $111M Shares 4,420,841 Est. Cost $32.95 Unrealized -35.5%

CVNA CARVANA CO 2.0%

Value $87.78M Shares 208,000 Est. Cost $361.48 Unrealized +2.8%

CRDO CREDO TECHNOLOGY GROUP HOLDI 1.9%

Value $82.02M Shares 570,000 Est. Cost $153.78 Unrealized 0.0%

CART MAPLEBEAR INC 0.3%

Value $12.6M Shares 280,037 Est. Cost $30.31 Unrealized +35.0%

FIG FIGMA INC 0.1%

Value $2.242M Shares 60,000 Est. Cost $68.66 Unrealized -34.2%

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
NVDA	NVIDIA CORPORATION	3,325,000	$620M	14.1%	$126.25	+47.4%	COM	67066G104
GOOGL	ALPHABET INC	1,603,000	$502M	11.4%	$285.60	0.0%	CAP STK CL A	02079K305
MSFT	MICROSOFT CORP	852,000	$412M	9.4%	$465.29	+7.6%	COM	594918104
DASH	DOORDASH INC	1,594,000	$361M	8.2%	$212.64	+10.3%	CL A	25809K105
AMZN	AMAZON COM INC	1,291,000	$298M	6.8%	$136.99	+67.0%	COM	023135106
AVGO	BROADCOM INC	726,000	$251M	5.7%	$186.48	+91.4%	COM	11135F101
ASML	ASML HOLDING N V	228,000	$244M	5.6%	$1012.28	—	N Y REGISTRY SHS	N07059210
META	META PLATFORMS INC	346,000	$228M	5.2%	$135.92	+391.0%	CL A	30303M102
SE	SEA LTD	1,775,000	$226M	5.2%	$120.52	—	SPONSORD ADS	81141R100
TSLA	TESLA INC	407,000	$183M	4.2%	$443.29	0.0%	COM	88160R101
SNOW	SNOWFLAKE INC	797,000	$175M	4.0%	$190.87	+27.9%	COM SHS	833445109
NOW	SERVICENOW INC	1,135,000	$174M	4.0%	$145.71	+17.7%	COM	81762P102
KLAR	KLARNA GROUP PLC	5,266,524	$152M	3.5%	$42.59	-19.4%	SHS	G5279N105
Z	ZILLOW GROUP INC	1,998,000	$136M	3.1%	$80.51	-10.1%	CL C CAP STK	98954M200
TTAN	SERVICETITAN INC	1,229,285	$131M	3.0%	$104.38	-6.4%	SHS CL A	81764X103
CHYM	CHIME FINL INC	4,420,841	$111M	2.5%	$32.95	-35.5%	COM SHS CL A	16935C109
CVNA	CARVANA CO	208,000	$87.78M	2.0%	$361.48	+2.8%	CL A	146869102
CRDO	CREDO TECHNOLOGY GROUP HOLDI	570,000	$82.02M	1.9%	$153.78	0.0%	ORDINARY SHARES	G25457105
CART	MAPLEBEAR INC	280,037	$12.6M	0.3%	$30.31	+35.0%	COM	565394103
FIG	FIGMA INC	60,000	$2.242M	0.1%	$68.66	-34.2%	CLASS A COM STK	316841105