Q2 2024 · 13F-HR
SCGE MANAGEMENT, L.P.holdings as filed
Filed 2024-08-14 · accession 0000905148-24-002219
$5.12B
Reported value
19
Positions
2024-06-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 81762P102 | NOW | SERVICENOW INC | $777.2M | 15.2% | 988,000 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $717.5M | 14.0% | 1,423,000 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $572.1M | 11.2% | 1,280,000 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $561.5M | 11.0% | 4,545,000 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $473.2M | 9.25% | 36,709,000 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $438.3M | 8.56% | 2,268,000 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $300.3M | 5.87% | 4,547,000 | Common | SOLE |
| 512807108 | LRCXEUR | LAM RESEARCH CORP | $250.2M | 4.89% | 235,000 | Common | SOLE |
| 443573100 | HUBS | HUBSPOT INC | $238.3M | 4.66% | 404,000 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $230.8M | 4.51% | 11,018,000 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $169.6M | 3.31% | 1,276,000 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $132.9M | 2.60% | 392,000 | Common | SOLE |
| 127387108 | CDNS | CADENCE DESIGN SYSTEM INC | $116.9M | 2.29% | 380,000 | Common | SOLE |
| G29183103 | ETN | EATON CORP PLC | $46.9M | 0.92% | 149,500 | Common | SOLE |
| 595112103 | MU | MICRON TECHNOLOGY INC | $42.7M | 0.84% | 325,000 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $15.8M | 0.31% | 90,772 | Common | SOLE |
| 549498103 | CCIVGBP | LUCID GROUP INC | $13.4M | 0.26% | 5,115,000 | Common | SOLE |
| 852234103 | XYZ | BLOCK INC | $11.2M | 0.22% | 173,728 | Common | SOLE |
| 565394103 | CART | MAPLEBEAR INC | $9.0M | 0.18% | 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.