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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
Page 2 of 2  ·  24 positions
# Ticker Company Sector Shares Value ↓ % Port Chg Shares Chg % Period Price ① Since Period ①
21 CART MAPLEBEAR INC Consumer Cyclical 280,037.0 $10.3M 0.20% $36.76 +16.5%
22 NTSK NETSKOPE INC Technology 400,000.0 $9.1M 0.18% NEW $22.73 -61.6%
23 BLSH BULLISH Technology 100,000.0 $6.4M 0.12% NEW $63.61 -62.5%
24 FIG FIGMA INC Technology 60,000.0 $3.1M 0.06% NEW $51.87 -64.0%
Page 2 of 2  ·  24 positions

Period Price is the implied market price on the last day of the reporting period, calculated as reported value ÷ shares held. It is not the fund's purchase price or cost basis — the fund may have initiated or added to the position at any point during the quarter at a different price. Since Period shows the price change from that quarter-end snapshot to today's last price — it reflects stock movement after the report date, not the fund's actual return.

Sector Allocation
Technology 55.7%
Communication Services 29.0%
Consumer Cyclical 13.4%
Financial Services 1.8%