Q1 2024 · 13F-HR
SCGE MANAGEMENT, L.P.holdings as filed
Filed 2024-05-15 · accession 0000905148-24-001441
$5.28B
Reported value
19
Positions
2024-03-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 81762P102 | NOW | SERVICENOW INC | $753.3M | 14.3% | 988,000 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $691.0M | 13.1% | 1,423,000 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $631.1M | 12.0% | 1,500,000 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $485.2M | 9.19% | 537,000 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $409.2M | 7.75% | 5,302,000 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $409.1M | 7.75% | 2,268,000 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $399.7M | 7.57% | 33,500,000 | Common | SOLE |
| 443573100 | HUBS | HUBSPOT INC | $303.3M | 5.74% | 484,000 | Common | SOLE |
| 007903107 | AMD | ADVANCED MICRO DEVICES INC | $253.8M | 4.81% | 1,406,000 | Common | SOLE |
| 512807108 | LRCXEUR | LAM RESEARCH CORP | $228.3M | 4.32% | 235,000 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $153.9M | 2.92% | 8,653,000 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $148.3M | 2.81% | 1,276,000 | Common | SOLE |
| 127387108 | CDNS | CADENCE DESIGN SYSTEM INC | $118.3M | 2.24% | 380,000 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $111.4M | 2.11% | 392,000 | Common | SOLE |
| 852234103 | XYZ | BLOCK INC | $77.0M | 1.46% | 910,500 | Common | SOLE |
| 34959E109 | FTNT | FORTINET INC | $51.4M | 0.97% | 753,000 | Common | SOLE |
| M5216V106 | GLBE | GLOBAL E ONLINE LTD | $32.7M | 0.62% | 900,000 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $12.3M | 0.23% | 90,772 | Common | SOLE |
| 565394103 | CART | MAPLEBEAR INC | $10.4M | 0.20% | 280,037 | 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.