SCGE MANAGEMENT, L.P. Q3 2019 Filing
Filed November 14, 2019
Portfolio Value
$2.0T
Holdings
23
Report Date
Q3 2019
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SHOPSHOPIFY INC | 787,000 | $245.3B | 12.38% | |
| 2 | TWLOTWILIO INC | 2,147,000 | $236.1B | 11.92% | |
| 3 | NOWSERVICENOW INC | 726,000 | $184.3B | 9.31% | |
| 4 | HUBSHUBSPOT INC | 953,188 | $144.5B | 7.30% | |
| 5 | RNGRINGCENTRAL INC | 1,032,770 | $129.8B | 6.55% | |
| 6 | PYPLPAYPAL HLDGS INC | 1,238,250 | $128.3B | 6.48% | |
| 7 | MSFTMICROSOFT CORP | 889,698 | $123.7B | 6.25% | |
| 8 | OKTAOKTA INC | 1,157,900 | $114.0B | 5.76% | |
| 9 | —MEDALLIA INC | 4,099,026 | $112.4B | 5.68% | |
| 10 | AMZNAMAZON COM INC | 57,600 | $100.0B | 5.05% | |
| 11 | BABAALIBABA GROUP HLDG LTD | 576,000 | $96.3B | 4.86% | |
| 12 | METAFACEBOOK INC | 500,000 | $89.0B | 4.50% | |
| 13 | ZEN1EURZENDESK INC | 1,107,500 | $80.7B | 4.08% | |
| 14 | PDDPINDUODUO INC | 2,161,000 | $69.6B | 3.52% | |
| 15 | —MIMECAST LTD | 799,000 | $28.5B | 1.44% | |
| 16 | ZMZOOM VIDEO COMMUNICATIONS IN | 350,000 | $26.7B | 1.35% | |
| 17 | —PLURALSIGHT INC | 1,000,000 | $16.8B | 0.85% | |
| 18 | —ARCO PLATFORM LTD | 300,000 | $15.2B | 0.77% | |
| 19 | UBERUBER TECHNOLOGIES INC | 350,000 | $10.7B | 0.54% | |
| 20 | NFLXNETFLIX INC | 38,618 | $10.3B | 0.52% | |
| 21 | BBIOBRIDGEBIO PHARMA INC | 415,978 | $8.9B | 0.45% | |
| 22 | BILIBILIBILI INC | 500,000 | $7.1B | 0.36% | |
| 23 | HCATHEALTH CATALYST INC | 75,000 | $2.4B | 0.12% |