SCGE MANAGEMENT, L.P. Q2 2023 Filing
Filed August 14, 2023
Portfolio Value
$4242.6T
Holdings
26
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NOWSERVICENOW INC | 988,000 | $555.2T | 13.09% | |
| 2 | SHOPSHOPIFY INC | 8,486,491 | $548.2T | 12.92% | |
| 3 | METAMETA PLATFORMS INC | 1,738,000 | $498.8T | 11.76% | |
| 4 | MSFTMICROSOFT CORP | 1,191,000 | $405.6T | 9.56% | |
| 5 | AMZNAMAZON COM INC | 3,106,000 | $404.9T | 9.54% | |
| 6 | NUNU HLDGS LTD | 31,042,831 | $244.9T | 5.77% | |
| 7 | HUBSHUBSPOT INC | 405,455 | $215.7T | 5.09% | |
| 8 | AMDADVANCED MICRO DEVICES INC | 1,406,000 | $160.2T | 3.77% | |
| 9 | CDNSCADENCE DESIGN SYSTEM INC | 680,000 | $159.5T | 3.76% | |
| 10 | NVDANVIDIA CORPORATION | 363,000 | $153.6T | 3.62% | |
| 11 | LRCXEURLAM RESEARCH CORP | 235,000 | $151.1T | 3.56% | |
| 12 | SESEA LTD | 2,254,816 | $130.9T | 3.08% | |
| 13 | DASHDOORDASH INC | 1,448,320 | $110.7T | 2.61% | |
| 14 | CPNGCOUPANG INC | 5,653,818 | $98.4T | 2.32% | |
| 15 | TSLATESLA INC | 290,000 | $75.9T | 1.79% | |
| 16 | AMATAPPLIED MATLS INC | 517,000 | $74.7T | 1.76% | |
| 17 | XYZBLOCK INC | 910,500 | $60.6T | 1.43% | |
| 18 | TWLOTWILIO INC | 868,100 | $55.2T | 1.30% | |
| 19 | OKTAOKTA INC | 718,040 | $49.8T | 1.17% | |
| 20 | PANWPALO ALTO NETWORKS INC | 191,475 | $48.9T | 1.15% | |
| 21 | GLBEGLOBAL E ONLINE LTD | 295,000 | $12.1T | 0.28% | |
| 22 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 90,772 | $9.2T | 0.22% | |
| 23 | PDDPDD HOLDINGS INC | 122,818 | $8.5T | 0.20% | |
| 24 | BZKANZHUN LIMITED | 415,100 | $6.2T | 0.15% | |
| 25 | FRSHFRESHWORKS INC | 150,000 | $2.6T | 0.06% | |
| 26 | GTMZOOMINFO TECHNOLOGIES INC | 50,000 | $1.3T | 0.03% |