13F HOLDINGS REPORT
SCGE MANAGEMENT, L.P.
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0000905148-23-000259
Total Value
$2.83B
Positions
24
Other Managers
0
Confidential Omitted
No
Holdings (24)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | MICROSOFT CORP | MSFT | 1,605,000 | $384.9M | 13.60% |
| 2 | SERVICENOW INC | NOW | 935,100 | $363.1M | 12.83% |
| 3 | SHOPIFY INC | SHOP | 8,407,000 | $291.8M | 10.31% |
| 4 | AMAZON COM INC | AMZN | 2,850,000 | $239.4M | 8.46% |
| 5 | DOORDASH INC | DASH | 3,532,115 | $172.4M | 6.09% |
| 6 | UBER TECHNOLOGIES INC | UBER | 6,268,000 | $155.0M | 5.48% |
| 7 | CROWDSTRIKE HLDGS INC | CRWD | 1,471,438 | $154.9M | 5.47% |
| 8 | META PLATFORMS INC | META | 1,245,000 | $149.8M | 5.29% |
| 9 | SEA LTD | SE | 2,759,987 | $143.6M | 5.07% |
| 10 | NU HLDGS LTD | NU | 31,042,831 | $126.3M | 4.46% |
| 11 | HUBSPOT INC | HUBS | 402,000 | $116.2M | 4.11% |
| 12 | SNOWFLAKE INC | SNOW | 722,012 | $103.6M | 3.66% |
| 13 | LAM RESEARCH CORP | LRCX | 235,000 | $98.8M | 3.49% |
| 14 | OKTA INC | OKTA | 893,500 | $61.1M | 2.16% |
| 15 | COUPANG INC | CPNG | 4,091,318 | $60.2M | 2.13% |
| 16 | SENTINELONE INC | S | 3,936,000 | $57.4M | 2.03% |
| 17 | APPLIED MATLS INC | 038222105 | 517,000 | $50.3M | 1.78% |
| 18 | TWILIO INC | TWLO | 868,100 | $42.5M | 1.50% |
| 19 | ZSCALER INC | ZS | 325,000 | $36.4M | 1.28% |
| 20 | PINDUODUO INC | PDD | 122,818 | $10.0M | 0.35% |
| 21 | KANZHUN LIMITED | BZ | 415,100 | $8.5M | 0.30% |
| 22 | FRESHWORKS INC | FRSH | 150,000 | $2.2M | 0.08% |
| 23 | ZOOMINFO TECHNOLOGIES INC | GTM | 50,000 | $1.5M | 0.05% |
| 24 | AMPLITUDE INC | AMPL | 60,383 | $729,427 | 0.03% |