SCGE MANAGEMENT, L.P. Q1 2023 Filing

Filed May 15, 2023

Portfolio Value

$3.6B

Holdings

25

Report Date

Q1 2023

Filing Type

13F-HR

All Holdings (25 positions)

#StockSharesValue% PortfolioType
1
NOWSERVICENOW INC
988,000$459.1T12609297.54%
2
SHOPSHOPIFY INC
8,407,000$403.0T11068318.86%
3
METAMETA PLATFORMS INC
1,637,000$346.9T9528053.66%
4
MSFTMICROSOFT CORP
1,191,000$343.4T9429724.15%
5
AMZNAMAZON COM INC
2,850,000$294.4T8084361.44%
6
SESEA LTD
2,759,987$238.9T6560194.17%
7
UBERUBER TECHNOLOGIES INC
7,381,000$234.0T6425649.79%
8
DASHDOORDASH INC
3,532,115$224.5T6165400.70%
9
HUBSHUBSPOT INC
402,000$172.4T4733395.25%
10
NUNU HLDGS LTD
31,042,831$147.8T4057988.94%
11
LRCXEURLAM RESEARCH CORP
235,000$124.6T3421248.63%
12
CPNGCOUPANG INC
5,653,818$90.5T2484302.01%
13
CDNSCADENCE DESIGN SYSTEM INC
366,961$77.1T2117229.19%
14
OKTAOKTA INC
893,500$77.1T2116147.27%
15
SSENTINELONE INC
3,936,000$64.4T1768401.90%
16
AMATAPPLIED MATLS INC
517,000$63.5T1743964.26%
17
XYZBLOCK INC
910,500$62.5T1716576.16%
18
TSLATESLA INC
290,000$60.2T1652246.94%
19
TWLOTWILIO INC
868,100$57.8T1588481.47%
20
CRWDCROWDSTRIKE HLDGS INC
355,000$48.7T1338181.22%
21
GTLBGITLAB INC
871,519$29.9T820704.73%
22
PDDPDD HOLDINGS INC
122,818$9.3T256003.78%
23
BZKANZHUN LIMITED
415,100$7.9T216937.24%
24
FRSHFRESHWORKS INC
150,000$2.3T63273.97%
25
GTMZOOMINFO TECHNOLOGIES INC
50,000$1.2T33930.12%