13F HOLDINGS REPORT
SCGE MANAGEMENT, L.P.
Quarter ended Q2 2024 · Filed August 14, 2024 · Accession 0000905148-24-002219
Total Value
$5.12B
Positions
19
Other Managers
0
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SERVICENOW INC | NOW | 988,000 | $777.2M | 15.19% |
| 2 | META PLATFORMS INC | META | 1,423,000 | $717.5M | 14.02% |
| 3 | MICROSOFT CORP | MSFT | 1,280,000 | $572.1M | 11.18% |
| 4 | NVIDIA CORPORATION | NVDA | 4,545,000 | $561.5M | 10.97% |
| 5 | NU HLDGS LTD | NU | 36,709,000 | $473.2M | 9.25% |
| 6 | AMAZON COM INC | AMZN | 2,268,000 | $438.3M | 8.56% |
| 7 | SHOPIFY INC | SHOP | 4,547,000 | $300.3M | 5.87% |
| 8 | LAM RESEARCH CORP | LRCX | 235,000 | $250.2M | 4.89% |
| 9 | HUBSPOT INC | HUBS | 404,000 | $238.3M | 4.66% |
| 10 | COUPANG INC | CPNG | 11,018,000 | $230.8M | 4.51% |
| 11 | PDD HOLDINGS INC | PDD | 1,276,000 | $169.6M | 3.31% |
| 12 | PALO ALTO NETWORKS INC | PANW | 392,000 | $132.9M | 2.60% |
| 13 | CADENCE DESIGN SYSTEM INC | CDNS | 380,000 | $116.9M | 2.29% |
| 14 | EATON CORP PLC | ETN | 149,500 | $46.9M | 0.92% |
| 15 | MICRON TECHNOLOGY INC | MU | 325,000 | $42.7M | 0.84% |
| 16 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 90,772 | $15.8M | 0.31% |
| 17 | LUCID GROUP INC | LCID | 5,115,000 | $13.4M | 0.26% |
| 18 | BLOCK INC | BSQKZ | 173,728 | $11.2M | 0.22% |
| 19 | MAPLEBEAR INC | CART | 280,037 | $9.0M | 0.18% |