Q3 2024 · 13F-HR
SCGE MANAGEMENT, L.P.holdings as filed
Filed 2024-11-14 · accession 0000905148-24-003146
$4.59B
Reported value
15
Positions
2024-09-30
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 81762P102 | NOW | SERVICENOW INC | $883.7M | 19.3% | 988,000 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $814.6M | 17.8% | 1,423,000 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $471.2M | 10.3% | 1,095,000 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $453.1M | 9.87% | 33,193,000 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $422.6M | 9.21% | 2,268,000 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $356.3M | 7.76% | 2,934,000 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $270.5M | 5.89% | 11,018,000 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $182.9M | 3.98% | 535,000 | Common | SOLE |
| 443573100 | HUBS | HUBSPOT INC | $171.2M | 3.73% | 322,000 | Common | SOLE |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $129.6M | 2.82% | 462,000 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $123.3M | 2.69% | 1,538,000 | Common | SOLE |
| 722304102 | PDD | PDD HOLDINGS INC | $111.9M | 2.44% | 830,000 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $94.4M | 2.06% | 46,000 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $92.6M | 2.02% | 533,000 | Common | SOLE |
| 565394103 | CART | MAPLEBEAR INC | $11.4M | 0.25% | 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.