§ 13F · FUND PROFILE
SCGE MANAGEMENT, L.P..
Institutional filer · behavioral pattern: Other. Summary pending.
AUM · $5122.6T (13F)Positions · 24Turnover · — · Q4Filed · Feb 13, 2026
CONCENTRATION
—
Top 10 holdings
NEW BUYS
0
+$766.8T deployed
EXITS
0
No exits
SECTOR SHIFT
—
No prior quarter data
3YR HIT RATE
—
Top-5 overlap
§ 01 · TOP HOLDINGS
The book · Q4 2025
FILED FEB 13, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q4 |
|---|---|---|---|---|---|---|
| 1 | NVDA | NVIDIA CORPORATION | 3.33M | $620.1T | 14.1% | +46% |
| 2 | GOOGL | ALPHABET INC | 1.60M | $501.7T | 11.4% | NEW |
| 3 | MSFT | MICROSOFT CORP | 852K | $412.0T | 9.4% | +39% |
| 4 | DASH | DOORDASH INC | 1.59M | $361.0T | 8.2% | +32% |
| 5 | AMZN | AMAZON COM INC | 1.29M | $298.0T | 6.8% | −2% |
| 6 | AVGO | BROADCOM INC | 726K | $251.3T | 5.7% | −24% |
| 7 | ASML | ASML HOLDING N V | 228K | $243.9T | 5.6% | +77% |
| 8 | META | META PLATFORMS INC | 346K | $228.4T | 5.2% | −64% |
| 9 | SE | SEA LTD | 1.77M | $226.4T | 5.2% | +4% |
| 10 | TSLA | TESLA INC | 407K | $183.0T | 4.2% | NEW |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SCGE SIGNAL
AC read
SCGE MANAGEMENT, L.P. is a Other fund managing $5122617.6 trillion in assets. The fund runs a focused portfolio of just 24 positions.
Read the full dossier →§ 04 · FILING HISTORY
Q-by-Q deltas
2 FILINGS
Q4 2025
Steady book
+0 buys · −0 exits · 0 changed
Q3 2025
Steady book
+0 buys · −0 exits · 0 changed