SCGE MANAGEMENT, L.P. Q2 2019 Filing
Filed August 14, 2019
Portfolio Value
$2.0T
Holdings
23
Report Date
Q2 2019
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SHOPSHOPIFY INC | 787,000 | $236.2B | 11.80% | |
| 2 | TWLOTWILIO INC | 1,678,000 | $228.8B | 11.43% | |
| 3 | NOWSERVICENOW INC | 613,000 | $168.3B | 8.41% | |
| 4 | OKTAOKTA INC | 1,157,900 | $143.0B | 7.14% | |
| 5 | HUBSHUBSPOT INC | 799,000 | $136.2B | 6.80% | |
| 6 | MSFTMICROSOFT CORP | 889,698 | $119.2B | 5.95% | |
| 7 | PYPLPAYPAL HLDGS INC | 998,000 | $114.2B | 5.70% | |
| 8 | AMZNAMAZON COM INC | 53,600 | $101.5B | 5.07% | |
| 9 | RNGRINGCENTRAL INC | 873,300 | $100.4B | 5.01% | |
| 10 | ZEN1EURZENDESK INC | 1,107,500 | $98.6B | 4.92% | |
| 11 | METAFACEBOOK INC | 500,000 | $96.5B | 4.82% | |
| 12 | BABAALIBABA GROUP HLDG LTD | 550,000 | $93.2B | 4.65% | |
| 13 | MDBMONGODB INC | 544,000 | $82.7B | 4.13% | |
| 14 | NFLXNETFLIX INC | 213,900 | $78.6B | 3.92% | |
| 15 | PDDPINDUODUO INC | 2,161,000 | $44.6B | 2.23% | |
| 16 | —MIMECAST LTD | 934,109 | $43.6B | 2.18% | |
| 17 | ZMZOOM VIDEO COMMUNICATIONS IN | 350,000 | $31.1B | 1.55% | |
| 18 | PINSPINTEREST INC | 700,000 | $19.1B | 0.95% | |
| 19 | UBERUBER TECHNOLOGIES INC | 350,000 | $16.2B | 0.81% | |
| 20 | BBIOBRIDGEBIO PHARMA INC | 588,235 | $15.9B | 0.79% | |
| 21 | —LINX S A | 1,450,000 | $13.2B | 0.66% | |
| 22 | —ARCO PLATFORM LTD | 300,000 | $13.1B | 0.66% | |
| 23 | BILIBILIBILI INC | 500,000 | $8.1B | 0.41% |