Q3 2023 · 13F-HR
SCGE MANAGEMENT, L.P.holdings as filed
Filed 2023-11-14 · accession 0000905148-23-001442
$3.85B
Reported value
26
Positions
2023-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 81762P102 | NOW | SERVICENOW INC | $552.3M | 14.4% | 988,000 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $521.8M | 13.6% | 1,738,000 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $423.7M | 11.0% | 1,342,000 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $388.7M | 10.1% | 3,057,870 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $322.1M | 8.37% | 5,903,000 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $225.1M | 5.85% | 31,042,831 | Common | SOLE |
| 443573100 | HUBS | HUBSPOT INC | $221.1M | 5.75% | 449,000 | Common | SOLE |
| 127387108 | CDNS | CADENCE DESIGN SYSTEM INC | $159.3M | 4.14% | 680,000 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $157.9M | 4.10% | 363,000 | Common | SOLE |
| 512807108 | LRCXEUR | LAM RESEARCH CORP | $147.3M | 3.83% | 235,000 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $144.6M | 3.76% | 1,406,000 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $99.1M | 2.58% | 2,254,816 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $96.1M | 2.50% | 5,653,818 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $91.9M | 2.39% | 392,000 | Common | SOLE |
| 88160R101 | TSLA | TESLA INC | $72.6M | 1.89% | 290,000 | Common | SOLE |
| 038222105 | AMAT | APPLIED MATLS INC | $71.6M | 1.86% | 517,000 | Common | SOLE |
| 90138F102 | TWLO | TWILIO INC | $50.8M | 1.32% | 868,100 | Common | SOLE |
| 852234103 | XYZ | BLOCK INC | $40.3M | 1.05% | 910,500 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $12.0M | 0.31% | 122,818 | Common | SOLE |
| M5216V106 | GLBE | GLOBAL E ONLINE LTD | $11.7M | 0.30% | 295,000 | Common | SOLE |
| 25809K105 | DASH | DOORDASH INC | $10.6M | 0.28% | 133,298 | Common | SOLE |
| 565394103 | CART | MAPLEBEAR INC | $8.3M | 0.22% | 280,037 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $7.9M | 0.21% | 90,772 | Common | SOLE |
| 48553T106 | BZ | KANZHUN LIMITED | $6.3M | 0.16% | 415,100 | Common | SOLE |
| 358054104 | FRSH | FRESHWORKS INC | $3.0M | 0.08% | 150,000 | Common | SOLE |
| 98980F104 | GTM | ZOOMINFO TECHNOLOGIES INC | $820,000 | 0.02% | 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.