Q2 2023 · 13F-HR
SCGE MANAGEMENT, L.P.holdings as filed
Filed 2023-08-14 · accession 0000905148-23-000735
$4.24B
Reported value
26
Positions
2023-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 81762P102 | NOW | SERVICENOW INC | $555.2M | 13.1% | 988,000 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $548.2M | 12.9% | 8,486,491 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $498.8M | 11.8% | 1,738,000 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $405.6M | 9.56% | 1,191,000 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $404.9M | 9.54% | 3,106,000 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $244.9M | 5.77% | 31,042,831 | Common | SOLE |
| 443573100 | HUBS | HUBSPOT INC | $215.7M | 5.09% | 405,455 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $160.2M | 3.77% | 1,406,000 | Common | SOLE |
| 127387108 | CDNS | CADENCE DESIGN SYSTEM INC | $159.5M | 3.76% | 680,000 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $153.6M | 3.62% | 363,000 | Common | SOLE |
| 512807108 | LRCXEUR | LAM RESEARCH CORP | $151.1M | 3.56% | 235,000 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $130.9M | 3.08% | 2,254,816 | Common | SOLE |
| 25809K105 | DASH | DOORDASH INC | $110.7M | 2.61% | 1,448,320 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $98.4M | 2.32% | 5,653,818 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $75.9M | 1.79% | 290,000 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATLS INC | $74.7M | 1.76% | 517,000 | Common | SOLE |
| 852234103 | XYZ | BLOCK INC | $60.6M | 1.43% | 910,500 | Common | SOLE |
| 90138F102 | TWLO | TWILIO INC | $55.2M | 1.30% | 868,100 | Common | SOLE |
| 679295105 | OKTA | OKTA INC | $49.8M | 1.17% | 718,040 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $48.9M | 1.15% | 191,475 | Common | SOLE |
| M5216V106 | GLBE | GLOBAL E ONLINE LTD | $12.1M | 0.28% | 295,000 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $9.2M | 0.22% | 90,772 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $8.5M | 0.20% | 122,818 | Common | SOLE |
| 48553T106 | BZ | KANZHUN LIMITED | $6.2M | 0.15% | 415,100 | Common | SOLE |
| 358054104 | FRSH | FRESHWORKS INC | $2.6M | 0.06% | 150,000 | Common | SOLE |
| 98980F104 | GTM | ZOOMINFO TECHNOLOGIES INC | $1.3M | 0.03% | 50,000 | Common | SOLE |
Source: SEC EDGAR · raw 13F holdings as filed. The Class column shows the option type when reported (Put/Call) or Common when the issuer's equity is held directly. 13F discloses long positions only.