13F HOLDINGS REPORT
SCGE MANAGEMENT, L.P.
Quarter ended Q2 2023 · Filed May 15, 2023 · Accession 0000905148-23-000444
Total Value
$3.64B
Positions
25
Other Managers
0
Confidential Omitted
No
Holdings (25)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SERVICENOW INC | NOW | 988,000 | $459.1M | 12.61% |
| 2 | SHOPIFY INC | SHOP | 8,407,000 | $403.0M | 11.07% |
| 3 | META PLATFORMS INC | META | 1,637,000 | $346.9M | 9.53% |
| 4 | MICROSOFT CORP | MSFT | 1,191,000 | $343.4M | 9.43% |
| 5 | AMAZON COM INC | AMZN | 2,850,000 | $294.4M | 8.08% |
| 6 | SEA LTD | SE | 2,759,987 | $238.9M | 6.56% |
| 7 | UBER TECHNOLOGIES INC | UBER | 7,381,000 | $234.0M | 6.43% |
| 8 | DOORDASH INC | DASH | 3,532,115 | $224.5M | 6.17% |
| 9 | HUBSPOT INC | HUBS | 402,000 | $172.4M | 4.73% |
| 10 | NU HLDGS LTD | NU | 31,042,831 | $147.8M | 4.06% |
| 11 | LAM RESEARCH CORP | LRCX | 235,000 | $124.6M | 3.42% |
| 12 | COUPANG INC | CPNG | 5,653,818 | $90.5M | 2.48% |
| 13 | CADENCE DESIGN SYSTEM INC | CDNS | 366,961 | $77.1M | 2.12% |
| 14 | OKTA INC | OKTA | 893,500 | $77.1M | 2.12% |
| 15 | SENTINELONE INC | S | 3,936,000 | $64.4M | 1.77% |
| 16 | APPLIED MATLS INC | 038222105 | 517,000 | $63.5M | 1.74% |
| 17 | BLOCK INC | BSQKZ | 910,500 | $62.5M | 1.72% |
| 18 | TESLA INC | TSLA | 290,000 | $60.2M | 1.65% |
| 19 | TWILIO INC | TWLO | 868,100 | $57.8M | 1.59% |
| 20 | CROWDSTRIKE HLDGS INC | CRWD | 355,000 | $48.7M | 1.34% |
| 21 | GITLAB INC | GTLB | 871,519 | $29.9M | 0.82% |
| 22 | PDD HOLDINGS INC | PDD | 122,818 | $9.3M | 0.26% |
| 23 | KANZHUN LIMITED | BZ | 415,100 | $7.9M | 0.22% |
| 24 | FRESHWORKS INC | FRSH | 150,000 | $2.3M | 0.06% |
| 25 | ZOOMINFO TECHNOLOGIES INC | GTM | 50,000 | $1.2M | 0.03% |