SCGE MANAGEMENT, L.P. Q1 2024 Filing
Filed May 15, 2024
Portfolio Value
$5.3B
Holdings
19
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NOWSERVICENOW INC | 988,000 | $753.3T | 14267012.90% | |
| 2 | METAMETA PLATFORMS INC | 1,423,000 | $691.0T | 13087566.84% | |
| 3 | MSFTMICROSOFT CORP | 1,500,000 | $631.1T | 11953019.79% | |
| 4 | NVDANVIDIA CORPORATION | 537,000 | $485.2T | 9190190.30% | |
| 5 | SHOPSHOPIFY INC | 5,302,000 | $409.2T | 7749638.52% | |
| 6 | AMZNAMAZON COM INC | 2,268,000 | $409.1T | 7748625.20% | |
| 7 | NUNU HLDGS LTD | 33,500,000 | $399.7T | 7569696.59% | |
| 8 | HUBSHUBSPOT INC | 484,000 | $303.3T | 5743825.66% | |
| 9 | AMDADVANCED MICRO DEVICES INC | 1,406,000 | $253.8T | 4806530.33% | |
| 10 | LRCXEURLAM RESEARCH CORP | 235,000 | $228.3T | 4324492.82% | |
| 11 | CPNGCOUPANG INC | 8,653,000 | $153.9T | 2915653.25% | |
| 12 | PDDPDD HOLDINGS INC | 1,276,000 | $148.3T | 2809550.60% | |
| 13 | CDNSCADENCE DESIGN SYSTEM INC | 380,000 | $118.3T | 2240412.75% | |
| 14 | PANWPALO ALTO NETWORKS INC | 392,000 | $111.4T | 2109581.85% | |
| 15 | XYZBLOCK INC | 910,500 | $77.0T | 1458615.60% | |
| 16 | FTNTFORTINET INC | 753,000 | $51.4T | 974254.64% | |
| 17 | GLBEGLOBAL E ONLINE LTD | 900,000 | $32.7T | 619641.00% | |
| 18 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 90,772 | $12.3T | 233907.25% | |
| 19 | CARTMAPLEBEAR INC | 280,037 | $10.4T | 197788.50% |