SCGE MANAGEMENT, L.P. Q2 2022 Filing
Filed August 15, 2022
Portfolio Value
$3.5T
Holdings
25
Report Date
Q2 2022
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NOWSERVICENOW INC | 935,100 | $444.7B | 12.76% | |
| 2 | MSFTMICROSOFT CORP | 1,605,000 | $412.2B | 11.83% | |
| 3 | HUBSHUBSPOT INC | 1,066,547 | $320.7B | 9.20% | |
| 4 | AMZNAMAZON COM INC | 2,850,000 | $302.7B | 8.69% | |
| 5 | SHOPSHOPIFY INC | 9,320,000 | $291.2B | 8.36% | |
| 6 | CRWDCROWDSTRIKE HLDGS INC | 1,471,438 | $248.0B | 7.12% | |
| 7 | DASHDOORDASH INC | 3,532,115 | $226.7B | 6.51% | |
| 8 | ZSZSCALER INC | 987,000 | $147.6B | 4.24% | |
| 9 | FIVNFIVE9 INC | 1,538,440 | $140.2B | 4.02% | |
| 10 | SESEA LTD | 2,044,816 | $136.7B | 3.92% | |
| 11 | NUNU HLDGS LTD | 33,591,150 | $125.6B | 3.61% | |
| 12 | DDOGDATADOG INC | 1,155,000 | $110.0B | 3.16% | |
| 13 | SNOWSNOWFLAKE INC | 722,012 | $100.4B | 2.88% | |
| 14 | TWLOTWILIO INC | 1,124,264 | $94.2B | 2.70% | |
| 15 | SSENTINELONE INC | 3,936,000 | $91.8B | 2.64% | |
| 16 | OKTAOKTA INC | 893,500 | $80.8B | 2.32% | |
| 17 | RNGRINGCENTRAL INC | 1,403,000 | $73.3B | 2.10% | |
| 18 | NDQINVESCO QQQ TR | 250,000 | $70.1B | 2.01% | |
| 19 | CPNGCOUPANG INC | 3,846,000 | $49.0B | 1.41% | |
| 20 | AVDXAVIDXCHANGE HOLDINGS INC | 2,040,316 | $12.5B | 0.36% | |
| 21 | FRSHFRESHWORKS INC | 150,000 | $2.0B | 0.06% | |
| 22 | GTMZOOMINFO TECHNOLOGIES INC | 50,000 | $1.7B | 0.05% | |
| 23 | VTEXVTEX | 300,000 | $924.0M | 0.03% | |
| 24 | AMPLAMPLITUDE INC | 60,383 | $863.0M | 0.02% | |
| 25 | RIVNRIVIAN AUTOMOTIVE INC | 20,000 | $515.0M | 0.01% |