13F HOLDINGS REPORT
SCGE MANAGEMENT, L.P.
Quarter ended Q3 2023 · Filed August 14, 2023 · Accession 0000905148-23-000735
Total Value
$4.24B
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SERVICENOW INC | NOW | 988,000 | $555.2M | 13.09% |
| 2 | SHOPIFY INC | SHOP | 8,486,491 | $548.2M | 12.92% |
| 3 | META PLATFORMS INC | META | 1,738,000 | $498.8M | 11.76% |
| 4 | MICROSOFT CORP | MSFT | 1,191,000 | $405.6M | 9.56% |
| 5 | AMAZON COM INC | AMZN | 3,106,000 | $404.9M | 9.54% |
| 6 | NU HLDGS LTD | NU | 31,042,831 | $244.9M | 5.77% |
| 7 | HUBSPOT INC | HUBS | 405,455 | $215.7M | 5.09% |
| 8 | ADVANCED MICRO DEVICES INC | AMD | 1,406,000 | $160.2M | 3.77% |
| 9 | CADENCE DESIGN SYSTEM INC | CDNS | 680,000 | $159.5M | 3.76% |
| 10 | NVIDIA CORPORATION | NVDA | 363,000 | $153.6M | 3.62% |
| 11 | LAM RESEARCH CORP | LRCX | 235,000 | $151.1M | 3.56% |
| 12 | SEA LTD | SE | 2,254,816 | $130.9M | 3.08% |
| 13 | DOORDASH INC | DASH | 1,448,320 | $110.7M | 2.61% |
| 14 | COUPANG INC | CPNG | 5,653,818 | $98.4M | 2.32% |
| 15 | TESLA INC | TSLA | 290,000 | $75.9M | 1.79% |
| 16 | APPLIED MATLS INC | 038222105 | 517,000 | $74.7M | 1.76% |
| 17 | BLOCK INC | BSQKZ | 910,500 | $60.6M | 1.43% |
| 18 | TWILIO INC | TWLO | 868,100 | $55.2M | 1.30% |
| 19 | OKTA INC | OKTA | 718,040 | $49.8M | 1.17% |
| 20 | PALO ALTO NETWORKS INC | PANW | 191,475 | $48.9M | 1.15% |
| 21 | GLOBAL E ONLINE LTD | GLBE | 295,000 | $12.1M | 0.28% |
| 22 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 90,772 | $9.2M | 0.22% |
| 23 | PDD HOLDINGS INC | PDD | 122,818 | $8.5M | 0.20% |
| 24 | KANZHUN LIMITED | BZ | 415,100 | $6.2M | 0.15% |
| 25 | FRESHWORKS INC | FRSH | 150,000 | $2.6M | 0.06% |
| 26 | ZOOMINFO TECHNOLOGIES INC | GTM | 50,000 | $1.3M | 0.03% |