13F HOLDINGS REPORT
SCGE MANAGEMENT, L.P.
Quarter ended Q4 2023 · Filed November 14, 2023 · Accession 0000905148-23-001442
Total Value
$3.85B
Positions
26
Other Managers
0
Confidential Omitted
No
Holdings (26)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SERVICENOW INC | NOW | 988,000 | $552.3M | 14.36% |
| 2 | META PLATFORMS INC | META | 1,738,000 | $521.8M | 13.56% |
| 3 | MICROSOFT CORP | MSFT | 1,342,000 | $423.7M | 11.01% |
| 4 | AMAZON COM INC | AMZN | 3,057,870 | $388.7M | 10.10% |
| 5 | SHOPIFY INC | SHOP | 5,903,000 | $322.1M | 8.37% |
| 6 | NU HLDGS LTD | NU | 31,042,831 | $225.1M | 5.85% |
| 7 | HUBSPOT INC | HUBS | 449,000 | $221.1M | 5.75% |
| 8 | CADENCE DESIGN SYSTEM INC | CDNS | 680,000 | $159.3M | 4.14% |
| 9 | NVIDIA CORPORATION | NVDA | 363,000 | $157.9M | 4.10% |
| 10 | LAM RESEARCH CORP | LRCX | 235,000 | $147.3M | 3.83% |
| 11 | ADVANCED MICRO DEVICES INC | AMD | 1,406,000 | $144.6M | 3.76% |
| 12 | SEA LTD | SE | 2,254,816 | $99.1M | 2.58% |
| 13 | COUPANG INC | CPNG | 5,653,818 | $96.1M | 2.50% |
| 14 | PALO ALTO NETWORKS INC | PANW | 392,000 | $91.9M | 2.39% |
| 15 | TESLA INC | TSLA | 290,000 | $72.6M | 1.89% |
| 16 | APPLIED MATLS INC | 038222105 | 517,000 | $71.6M | 1.86% |
| 17 | TWILIO INC | TWLO | 868,100 | $50.8M | 1.32% |
| 18 | BLOCK INC | BSQKZ | 910,500 | $40.3M | 1.05% |
| 19 | PDD HOLDINGS INC | PDD | 122,818 | $12.0M | 0.31% |
| 20 | GLOBAL E ONLINE LTD | GLBE | 295,000 | $11.7M | 0.30% |
| 21 | DOORDASH INC | DASH | 133,298 | $10.6M | 0.28% |
| 22 | MAPLEBEAR INC | CART | 280,037 | $8.3M | 0.22% |
| 23 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 90,772 | $7.9M | 0.21% |
| 24 | KANZHUN LIMITED | BZ | 415,100 | $6.3M | 0.16% |
| 25 | FRESHWORKS INC | FRSH | 150,000 | $3.0M | 0.08% |
| 26 | ZOOMINFO TECHNOLOGIES INC | GTM | 50,000 | $820,000 | 0.02% |