13F HOLDINGS REPORT
SCGE MANAGEMENT, L.P.
Quarter ended Q4 2024 · Filed February 14, 2025 · Accession 0000905148-25-000649
Total Value
$5.41B
Positions
23
Other Managers
0
Confidential Omitted
No
Holdings (23)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | SERVICENOW INC | NOW | 988,000 | $1.05B | 19.36% |
| 2 | META PLATFORMS INC | META | 1,214,000 | $710.8M | 13.14% |
| 3 | AMAZON COM INC | AMZN | 2,018,000 | $442.7M | 8.18% |
| 4 | NVIDIA CORPORATION | NVDA | 2,934,000 | $394.0M | 7.28% |
| 5 | SHOPIFY INC | SHOP | 3,682,000 | $391.5M | 7.24% |
| 6 | PALO ALTO NETWORKS INC | PANW | 1,448,000 | $263.5M | 4.87% |
| 7 | BROADCOM INC | AVGO | 1,120,000 | $259.7M | 4.80% |
| 8 | ATLASSIAN CORPORATION | TEAM | 851,000 | $207.1M | 3.83% |
| 9 | CARVANA CO | CVNA | 989,000 | $201.1M | 3.72% |
| 10 | COUPANG INC | CPNG | 8,935,000 | $196.4M | 3.63% |
| 11 | HUBSPOT INC | HUBS | 275,000 | $191.6M | 3.54% |
| 12 | FAIR ISAAC CORP | FICO | 75,000 | $149.3M | 2.76% |
| 13 | SERVICETITAN INC | TTAN | 1,229,285 | $126.5M | 2.34% |
| 14 | REDDIT INC | RDDT | 729,000 | $119.1M | 2.20% |
| 15 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 533,000 | $105.3M | 1.95% |
| 16 | MICROSOFT CORP | MSFT | 249,000 | $105.0M | 1.94% |
| 17 | NETFLIX INC | NFLX | 110,000 | $98.0M | 1.81% |
| 18 | SEA LTD | SE | 909,000 | $96.4M | 1.78% |
| 19 | NU HLDGS LTD | NU | 8,648,000 | $89.6M | 1.66% |
| 20 | CROWDSTRIKE HLDGS INC | CRWD | 255,000 | $87.3M | 1.61% |
| 21 | MERCADOLIBRE INC | MELI | 38,000 | $64.6M | 1.19% |
| 22 | MONDAY COM LTD | MNDY | 215,100 | $50.6M | 0.94% |
| 23 | MAPLEBEAR INC | CART | 280,037 | $11.6M | 0.21% |