Q4 2023 · 13F-HR
SCGE MANAGEMENT, L.P.holdings as filed
Filed 2024-02-14 · accession 0000905148-24-000691
$4.48B
Reported value
21
Positions
2023-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 81762P102 | NOW | SERVICENOW INC | $698.0M | 15.6% | 988,000 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $615.2M | 13.7% | 1,738,000 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $564.1M | 12.6% | 1,500,000 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $387.7M | 8.66% | 4,977,000 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $344.6M | 7.70% | 2,268,000 | Common | SOLE |
| 443573100 | HUBS | HUBSPOT INC | $281.0M | 6.27% | 484,000 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $279.1M | 6.23% | 33,500,000 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $207.3M | 4.63% | 1,406,000 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $186.7M | 4.17% | 1,276,000 | Common | SOLE |
| 127387108 | CDNS | CADENCE DESIGN SYSTEM INC | $185.2M | 4.14% | 680,000 | Common | SOLE |
| 512807108 | LRCXEUR | LAM RESEARCH CORP | $184.1M | 4.11% | 235,000 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $179.8M | 4.01% | 363,000 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $140.1M | 3.13% | 8,653,000 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $115.6M | 2.58% | 392,000 | Common | SOLE |
| 852234103 | XYZ | BLOCK INC | $70.4M | 1.57% | 910,500 | Common | SOLE |
| M5216V106 | GLBE | GLOBAL E ONLINE LTD | $11.8M | 0.26% | 298,272 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $9.4M | 0.21% | 90,772 | Common | SOLE |
| 48553T106 | BZ | KANZHUN LIMITED | $6.9M | 0.15% | 415,100 | Common | SOLE |
| 565394103 | CART | MAPLEBEAR INC | $6.6M | 0.15% | 280,037 | Common | SOLE |
| 358054104 | FRSH | FRESHWORKS INC | $3.5M | 0.08% | 150,000 | Common | SOLE |
| 98980F104 | GTM | ZOOMINFO TECHNOLOGIES INC | $924,500 | 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.