13F HOLDINGS REPORT
SCGE MANAGEMENT, L.P.
Quarter ended Q1 2024 · Filed May 15, 2024 · Accession 0000905148-24-001441
Total Value
$5.28B
Positions
19
Other Managers
0
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SERVICENOW INC | NOW | 988,000 | $753.3M | 14.27% |
| 2 | META PLATFORMS INC | META | 1,423,000 | $691.0M | 13.09% |
| 3 | MICROSOFT CORP | MSFT | 1,500,000 | $631.1M | 11.95% |
| 4 | NVIDIA CORPORATION | NVDA | 537,000 | $485.2M | 9.19% |
| 5 | SHOPIFY INC | SHOP | 5,302,000 | $409.2M | 7.75% |
| 6 | AMAZON COM INC | AMZN | 2,268,000 | $409.1M | 7.75% |
| 7 | NU HLDGS LTD | NU | 33,500,000 | $399.7M | 7.57% |
| 8 | HUBSPOT INC | HUBS | 484,000 | $303.3M | 5.74% |
| 9 | ADVANCED MICRO DEVICES INC | AMD | 1,406,000 | $253.8M | 4.81% |
| 10 | LAM RESEARCH CORP | LRCX | 235,000 | $228.3M | 4.32% |
| 11 | COUPANG INC | CPNG | 8,653,000 | $153.9M | 2.92% |
| 12 | PDD HOLDINGS INC | PDD | 1,276,000 | $148.3M | 2.81% |
| 13 | CADENCE DESIGN SYSTEM INC | CDNS | 380,000 | $118.3M | 2.24% |
| 14 | PALO ALTO NETWORKS INC | PANW | 392,000 | $111.4M | 2.11% |
| 15 | BLOCK INC | BSQKZ | 910,500 | $77.0M | 1.46% |
| 16 | FORTINET INC | FTNT | 753,000 | $51.4M | 0.97% |
| 17 | GLOBAL E ONLINE LTD | GLBE | 900,000 | $32.7M | 0.62% |
| 18 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 90,772 | $12.3M | 0.23% |
| 19 | MAPLEBEAR INC | CART | 280,037 | $10.4M | 0.20% |