SCGE MANAGEMENT, L.P.

AUM: $8.07 B
13-F Portfolio Value: $4.48 B
Last 13-F Filed: Q4 2023
Concentration in top 10: 83.73%
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Stock Company % Portfolio Shares Held Market Value Change in Shares % Change Quarter End Price Source
NOWSERVICENOW INC15.59%988,000$698,012,120No Change$706.4913F
METAMETA PLATFORMS INC13.74%1,738,000$615,182,480No Change$353.9613F
MSFTMICROSOFT CORP12.6%1,500,000$564,060,000158,00011.77%$376.0413F
SHOPSHOPIFY INC8.66%4,977,000$387,708,300-926,000-15.69%$77.913F
AMZNAMAZON COM INC7.7%2,268,000$344,599,920-789,870-25.83%$151.9413F
HUBSHUBSPOT INC6.27%484,000$280,981,36035,0007.8%$580.5413F
NUNU HLDGS LTD6.23%33,500,000$279,055,0002,457,1697.92%$8.3313F
AMDADVANCED MICRO DEVICES INC4.63%1,406,000$207,258,460No Change$147.4113F
PDDPDD HOLDINGS INC4.17%1,276,000$186,691,5601,153,182938.94%$146.3113F
CDNSCADENCE DESIGN SYSTEM INC4.14%680,000$185,211,600No Change$272.3713F
LRCXLAM RESEARCH CORP4.11%235,000$184,066,100No Change$783.2613F
NVDANVIDIA CORPORATION4.01%363,000$179,764,860No Change$495.2213F
CPNGCOUPANG INC3.13%8,653,000$140,092,0702,999,18253.05%$16.1913F
PANWPALO ALTO NETWORKS INC2.58%392,000$115,592,960No Change$294.8813F
SQBLOCK INC1.57%910,500$70,427,175No Change$77.3513F
GLBEGLOBAL E ONLINE LTD0.26%298,272$11,820,5193,2721.11%$39.6313F
TSMTAIWAN SEMICONDUCTOR MFG LTD0.21%90,772$9,440,288No Change$10413F
BZKANZHUN LIMITED0.15%415,100$6,894,811No Change$16.6113F
CARTMAPLEBEAR INC0.15%280,037$6,572,468No Change$23.4713F
FRSHFRESHWORKS INC0.08%150,000$3,523,500No Change$23.4913F
ZIZOOMINFO TECHNOLOGIES INC0.02%50,000$924,500No Change$18.4913F
AMATAPPLIED MATLS INC-517,000Exited13F
DASHDOORDASH INC-133,298Exited13F
SESEA LTD-2,254,816Exited13F
TSLATESLA INC-290,000Exited13F
TWLOTWILIO INC-868,100Exited13F