News + Filings Holdings
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SCGE MANAGEMENT, L.P.
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Changes: All | New | Increased | Decreased | Sold Out |
Portfolio as of: |
| Name | Ticker | Class | Shares | Change | Value | Change | % Port | % OS | Hist | Date |
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ServiceNow, Inc.
| NOW | COM | 988,000 | 0 | 555,226,360,000 | 96,083,000,000 | 13.09 | |
Hist
| 06/30/2023 |
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SHOPIFY INC.
| SHOP | Common | 8,486,491 | 79,491 | 548,227,319,000 | 145,195,739,000 | 12.92 | |
Hist
| 06/30/2023 |
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Meta Platforms, Inc.
| FB | Common | 1,738,000 | 101,000 | 498,771,240,000 | 151,825,460,000 | 11.76 | |
Hist
| 06/30/2023 |
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MICROSOFT CORP
| MSFT | Common | 1,191,000 | 0 | 405,583,140,000 | 62,217,840,000 | 9.56 | 0.02 |
Hist
| 06/30/2023 |
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AMAZON COM INC
| AMZN | Common | 3,106,000 | 256,000 | 404,898,160,000 | 110,521,660,000 | 9.54 | |
Hist
| 06/30/2023 |
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Nu Holdings Ltd.
| NU | COM | 31,042,831 | 0 | 244,927,937,000 | 97,164,061,000 | 5.77 | |
Hist
| 06/30/2023 |
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HUBSPOT INC
| HUBS | Common | 405,455 | 3,455 | 215,738,551,000 | 43,381,051,000 | 5.09 | |
Hist
| 06/30/2023 |
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ADVANCED MICRO DEVICES INC
| AMD | Common | 1,406,000 | 1,406,000 | 160,157,460,000 | 160,157,460,000 | 3.77 | 0.09 |
Hist
| 06/30/2023 |
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CADENCE DESIGN SYSTEMS INC
| CDNS | Common | 680,000 | 313,039 | 159,473,600,000 | 82,378,764,000 | 3.76 | |
Hist
| 06/30/2023 |
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NVIDIA CORP
| NVDA | Common | 363,000 | 363,000 | 153,556,260,000 | 153,556,260,000 | 3.62 | 0.01 |
Hist
| 06/30/2023 |
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LAM RESEARCH CORP
| LRCX | Common | 235,000 | 0 | 151,072,100,000 | 26,493,900,000 | 3.56 | 0.17 |
Hist
| 06/30/2023 |
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Sea Ltd
| SE | Common | 2,254,816 | -505,171 | 130,869,521,000 | -108,007,354,000 | 3.08 | 0.40 |
Hist
| 06/30/2023 |
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DoorDash, Inc.
| DASH | COM | 1,448,320 | -2,083,795 | 110,680,614,000 | -113,820,615,000 | 2.61 | |
Hist
| 06/30/2023 |
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Coupang, Inc.
| CPNG | Common Stock | 5,653,818 | 0 | 98,376,433,000 | 7,915,345,000 | 2.32 | |
Hist
| 06/30/2023 |
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Tesla, Inc.
| TSLA | COM | 290,000 | 0 | 75,913,300,000 | 15,749,900,000 | 1.79 | |
Hist
| 06/30/2023 |
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APPLIED MATERIALS INC /DE
| AMAT | Common | 517,000 | 0 | 74,727,180,000 | 11,224,070,000 | 1.76 | 0.06 |
Hist
| 06/30/2023 |
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Block, Inc.
| SQ | Common | 910,500 | 0 | 60,611,985,000 | -1,893,840,000 | 1.43 | |
Hist
| 06/30/2023 |
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TWILIO INC
| TWLO | CL A | 868,100 | 0 | 55,228,522,000 | -2,612,981,000 | 1.30 | |
Hist
| 06/30/2023 |
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Okta, Inc.
| OKTA | CL A | 718,040 | -175,460 | 49,796,074,000 | -27,259,366,000 | 1.17 | |
Hist
| 06/30/2023 |
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Palo Alto Networks Inc
| PANW | COM | 191,475 | 191,475 | 48,923,777,000 | 48,923,777,000 | 1.15 | 0.06 |
Hist
| 06/30/2023 |
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Global-E Online Ltd.
| GLBE | SHS | 295,000 | 295,000 | 12,077,300,000 | 12,077,300,000 | 0.28 | 0.18 |
Hist
| 06/30/2023 |
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TAIWAN SEMICONDUCTOR MANUFACTURING CO LTD
| TSM | SPONSORED ADS | 90,772 | 90,772 | 9,160,710,000 | 9,160,710,000 | 0.22 | |
Hist
| 06/30/2023 |
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PDD Holdings Inc.
| PDD | SPONSORED ADS | 122,818 | 0 | 8,491,637,000 | -830,249,000 | 0.20 | |
Hist
| 06/30/2023 |
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Kanzhun Ltd
| BZ | SPONSORED ADS | 415,100 | 0 | 6,247,255,000 | -1,652,098,000 | 0.15 | |
Hist
| 06/30/2023 |
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Freshworks Inc.
| FRSH | Common | 150,000 | 0 | 2,637,000,000 | 333,000,000 | 0.06 | |
Hist
| 06/30/2023 |
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ZoomInfo Technologies Inc.
| ZI | COM CL A | 50,000 | 0 | 1,269,500,000 | 34,000,000 | 0.03 | |
Hist
| 06/30/2023 |
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Uber Technologies, Inc
| UBER | Common Stock | 0 | -7,381,000 | 0 | -233,977,700,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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SentinelOne, Inc.
| S | Common | 0 | -3,936,000 | 0 | -64,392,960,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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Gitlab Inc.
| GTLB | Common | 0 | -871,519 | 0 | -29,884,387,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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CrowdStrike Holdings, Inc.
| CRWD | Common | 0 | -355,000 | 0 | -48,727,300,000 | 0.00 | 0.00 |
Hist
| 06/30/2023 |
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