13F HOLDINGS REPORT
SCGE MANAGEMENT, L.P.
Quarter ended Q3 2024 · Filed November 14, 2024 · Accession 0000905148-24-003146
Total Value
$4.59B
Positions
15
Other Managers
0
Confidential Omitted
No
Holdings (15)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SERVICENOW INC | NOW | 988,000 | $883.7M | 19.26% |
| 2 | META PLATFORMS INC | META | 1,423,000 | $814.6M | 17.75% |
| 3 | MICROSOFT CORP | MSFT | 1,095,000 | $471.2M | 10.27% |
| 4 | NU HLDGS LTD | NU | 33,193,000 | $453.1M | 9.87% |
| 5 | AMAZON COM INC | AMZN | 2,268,000 | $422.6M | 9.21% |
| 6 | NVIDIA CORPORATION | NVDA | 2,934,000 | $356.3M | 7.76% |
| 7 | COUPANG INC | CPNG | 11,018,000 | $270.5M | 5.89% |
| 8 | PALO ALTO NETWORKS INC | PANW | 535,000 | $182.9M | 3.98% |
| 9 | HUBSPOT INC | HUBS | 322,000 | $171.2M | 3.73% |
| 10 | CROWDSTRIKE HLDGS INC | CRWD | 462,000 | $129.6M | 2.82% |
| 11 | SHOPIFY INC | SHOP | 1,538,000 | $123.3M | 2.69% |
| 12 | PDD HOLDINGS INC | PDD | 830,000 | $111.9M | 2.44% |
| 13 | MERCADOLIBRE INC | MELI | 46,000 | $94.4M | 2.06% |
| 14 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 533,000 | $92.6M | 2.02% |
| 15 | MAPLEBEAR INC | CART | 280,037 | $11.4M | 0.25% |