SCGE MANAGEMENT, L.P.

Portfolio Overview

SCGE Management, L.P. manages a concentrated portfolio totaling approximately $3.85 billion across 15 holdings as of the report date September 30, 2025. The firm employs a high-conviction investment strategy, evidenced by the low number of holdings and the significant weight allocated to top positions. The portfolio saw a substantial decrease in value of 19.3% compared to the previous quarter, declining from $4.77 billion. This reduction in total value is attributed to a c...