Q4 2024 · 13F-HR
SCGE MANAGEMENT, L.P.holdings as filed
Filed 2025-02-14 · accession 0000905148-25-000649
$5.41B
Reported value
23
Positions
2024-12-31
Period end
Holdings as filed
| CUSIP | Ticker | Issuer | Value | % port. | Shares | Class | Voting |
|---|---|---|---|---|---|---|---|
| 81762P102 | NOW | SERVICENOW INC | $1.05B | 19.4% | 988,000 | Common | SOLE |
| 30303M102 | META | META PLATFORMS INC | $710.8M | 13.1% | 1,214,000 | Common | SOLE |
| 023135106 | AMZN | AMAZON COM INC | $442.7M | 8.18% | 2,018,000 | Common | SOLE |
| 67066G104 | NVDA | NVIDIA CORPORATION | $394.0M | 7.28% | 2,934,000 | Common | SOLE |
| 82509L107 | SHOP | SHOPIFY INC | $391.5M | 7.24% | 3,682,000 | Common | SOLE |
| 697435105 | PANW | PALO ALTO NETWORKS INC | $263.5M | 4.87% | 1,448,000 | Common | SOLE |
| 11135F101 | AVGO | BROADCOM INC | $259.7M | 4.80% | 1,120,000 | Common | SOLE |
| 049468101 | TEAM | ATLASSIAN CORPORATION | $207.1M | 3.83% | 851,000 | Common | SOLE |
| 146869102 | CVNA | CARVANA CO | $201.1M | 3.72% | 989,000 | Common | SOLE |
| 22266T109 | CPNG | COUPANG INC | $196.4M | 3.63% | 8,935,000 | Common | SOLE |
| 443573100 | HUBS | HUBSPOT INC | $191.6M | 3.54% | 275,000 | Common | SOLE |
| 303250104 | FICO | FAIR ISAAC CORP | $149.3M | 2.76% | 75,000 | Common | SOLE |
| 81764X103 | TTAN | SERVICETITAN INC | $126.5M | 2.34% | 1,229,285 | Common | SOLE |
| 75734B100 | RDDT | REDDIT INC | $119.1M | 2.20% | 729,000 | Common | SOLE |
| 874039100 | TSM | TAIWAN SEMICONDUCTOR MFG LTD | $105.3M | 1.95% | 533,000 | Common | SOLE |
| 594918104 | MSFT | MICROSOFT CORP | $105.0M | 1.94% | 249,000 | Common | SOLE |
| 64110L106 | NFLX | NETFLIX INC | $98.0M | 1.81% | 110,000 | Common | SOLE |
| 81141R100 | SE | SEA LTD | $96.4M | 1.78% | 909,000 | Common | SOLE |
| G6683N103 | NU | NU HLDGS LTD | $89.6M | 1.66% | 8,648,000 | Common | SOLE |
| 22788C105 | CRWD | CROWDSTRIKE HLDGS INC | $87.3M | 1.61% | 255,000 | Common | SOLE |
| 58733R102 | MELI | MERCADOLIBRE INC | $64.6M | 1.19% | 38,000 | Common | SOLE |
| M7S64H106 | MNDY | MONDAY COM LTD | $50.6M | 0.94% | 215,100 | Common | SOLE |
| 565394103 | CART | MAPLEBEAR INC | $11.6M | 0.21% | 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.