SCGE MANAGEMENT, L.P. Q1 2020 Filing
Filed May 15, 2020
Portfolio Value
$3.2T
Holdings
29
Report Date
Q1 2020
Filing Type
13F-HR
All Holdings (29 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SHOPSHOPIFY INC | 844,000 | $351.9B | 11.07% | |
| 2 | RNGRINGCENTRAL INC | 1,267,729 | $268.6B | 8.45% | |
| 3 | TWLOTWILIO INC | 2,783,100 | $249.1B | 7.83% | |
| 4 | NOWSERVICENOW INC | 801,100 | $229.6B | 7.22% | |
| 5 | AMZNAMAZON COM INC | 107,681 | $209.9B | 6.60% | |
| 6 | MSFTMICROSOFT CORP | 1,251,498 | $197.4B | 6.21% | |
| 7 | HUBSHUBSPOT INC | 1,341,000 | $178.6B | 5.62% | |
| 8 | OKTAOKTA INC | 1,431,335 | $175.0B | 5.50% | |
| 9 | BABAALIBABA GROUP HLDG LTD | 899,600 | $175.0B | 5.50% | |
| 10 | PYPLPAYPAL HLDGS INC | 1,558,542 | $149.2B | 4.69% | |
| 11 | ZEN1EURZENDESK INC | 2,298,100 | $147.1B | 4.63% | |
| 12 | METAFACEBOOK INC | 879,300 | $146.7B | 4.61% | |
| 13 | MSCIMSCI INC | 410,000 | $118.5B | 3.73% | |
| 14 | COUPEURCOUPA SOFTWARE INC | 794,000 | $110.9B | 3.49% | |
| 15 | —MEDALLIA INC | 4,099,026 | $82.1B | 2.58% | |
| 16 | PDDPINDUODUO INC | 2,161,000 | $77.9B | 2.45% | |
| 17 | SESEA LTD | 1,325,000 | $58.7B | 1.85% | |
| 18 | —ARCO PLATFORM LTD | 1,300,000 | $54.9B | 1.73% | |
| 19 | ZMZOOM VIDEO COMMUNICATIONS IN | 350,000 | $51.1B | 1.61% | |
| 20 | CRWDCROWDSTRIKE HLDGS INC | 603,581 | $33.6B | 1.06% | |
| 21 | PTONPELOTON INTERACTIVE INC | 1,105,000 | $29.3B | 0.92% | |
| 22 | CNKCINEMARK HOLDINGS INC | 2,200,000 | $22.4B | 0.71% | |
| 23 | —MIMECAST LTD | 614,319 | $21.7B | 0.68% | |
| 24 | BILIBILIBILI INC | 500,000 | $11.7B | 0.37% | |
| 25 | SFIXSTITCH FIX INC | 860,000 | $10.9B | 0.34% | |
| 26 | FIVNFIVE9 INC | 100,859 | $7.7B | 0.24% | |
| 27 | PLANUSDANAPLAN INC | 250,000 | $7.6B | 0.24% | |
| 28 | HCATHEALTH CATALYST INC | 75,000 | $2.0B | 0.06% | |
| 29 | BILLBILL COM HLDGS INC | 11,500 | $393.0M | 0.01% |