Portfolio (Quarterly) Guide ↗

SCGE MANAGEMENT, L.P.

· CIK 0001537530

13F Portfolio $5.1B AUM 24 positions Filed Feb 13, 2026 EDGAR ↗ ← All Funds

Q3 2025 Q2 2025 · All 7 New 6 Added 6 Reduced 3 Exited

#	Ticker	Company	Sector	Shares	Value ↓	% Port	Status
1	CPNG	COUPANG INC	Consumer Cyclical	7,767,000	$232.7M	4.88%	SOLD
2	DT	DYNATRACE INC	Technology	2,823,000	$155.9M	3.27%	SOLD
3	NU	NU HLDGS LTD	Financial Services	1,176,507	$16.1M	0.34%	SOLD

Sector Allocation

Technology 55.7%

Communication Services 29.0%

Consumer Cyclical 13.4%

Financial Services 1.8%