SCGE MANAGEMENT, L.P. Q1 2018 Filing
Filed May 15, 2018
Portfolio Value
$860.4B
Holdings
19
Report Date
Q1 2018
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SHOPSHOPIFY INC | 740,420 | $92.2B | 10.72% | |
| 2 | METAFACEBOOK INC | 530,000 | $84.7B | 9.84% | |
| 3 | AMZNAMAZON COM INC | 55,000 | $79.6B | 9.25% | |
| 4 | BABAALIBABA GROUP HLDG LTD | 396,000 | $72.7B | 8.45% | |
| 5 | NOWSERVICENOW INC | 425,000 | $70.3B | 8.17% | |
| 6 | HUBSHUBSPOT INC | 635,450 | $68.8B | 8.00% | |
| 7 | PYPLPAYPAL HLDGS INC | 790,000 | $59.9B | 6.97% | |
| 8 | AMATAPPLIED MATLS INC | 980,000 | $54.5B | 6.33% | |
| 9 | BIDUNBAIDU INC | 218,500 | $48.8B | 5.67% | |
| 10 | ATVIEURACTIVISION BLIZZARD INC | 716,000 | $48.3B | 5.61% | |
| 11 | NVDANVIDIA CORP | 141,000 | $32.7B | 3.80% | |
| 12 | MDBMONGODB INC | 658,247 | $28.6B | 3.32% | |
| 13 | SNAPSNAP INC | 1,730,600 | $27.5B | 3.19% | |
| 14 | TALTAL ED GROUP | 690,000 | $25.6B | 2.97% | |
| 15 | BILIBILIBILI INC | 1,975,000 | $21.7B | 2.53% | |
| 16 | DESPDESPEGAR COM CORP | 547,300 | $17.1B | 1.99% | |
| 17 | DBXDROPBOX INC | 500,000 | $15.6B | 1.82% | |
| 18 | FOSLFOSSIL GROUP INC | 650,000 | $8.3B | 0.96% | |
| 19 | —MIMECAST LTD | 99,361 | $3.5B | 0.41% |