SCGE MANAGEMENT, L.P. Q3 2020 Filing
Filed November 16, 2020
Portfolio Value
$6.4T
Holdings
31
Report Date
Q3 2020
Filing Type
13F-HR
All Holdings (31 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SHOPSHOPIFY INC | 894,000 | $914.5B | 14.25% | |
| 2 | TWLOTWILIO INC | 2,783,100 | $687.7B | 10.71% | |
| 3 | RNGRINGCENTRAL INC | 1,503,000 | $412.7B | 6.43% | |
| 4 | HUBSHUBSPOT INC | 1,408,000 | $411.5B | 6.41% | |
| 5 | NOWSERVICENOW INC | 833,100 | $404.1B | 6.29% | |
| 6 | AMZNAMAZON COM INC | 115,800 | $364.6B | 5.68% | |
| 7 | PYPLPAYPAL HLDGS INC | 1,768,542 | $348.5B | 5.43% | |
| 8 | SESEA LTD | 2,193,500 | $337.9B | 5.26% | |
| 9 | OKTAOKTA INC | 1,562,019 | $334.0B | 5.20% | |
| 10 | MSFTMICROSOFT CORP | 1,495,000 | $314.4B | 4.90% | |
| 11 | BABAALIBABA GROUP HLDG LTD | 925,000 | $271.9B | 4.24% | |
| 12 | METAFACEBOOK INC | 1,022,300 | $267.7B | 4.17% | |
| 13 | DOCUDOCUSIGN INC | 845,000 | $181.9B | 2.83% | |
| 14 | SNOWSNOWFLAKE INC | 722,012 | $181.2B | 2.82% | |
| 15 | ZMZOOM VIDEO COMMUNICATIONS IN | 350,000 | $164.5B | 2.56% | |
| 16 | PDDPINDUODUO INC | 2,161,000 | $160.2B | 2.50% | |
| 17 | CRWDCROWDSTRIKE HLDGS INC | 980,130 | $134.6B | 2.10% | |
| 18 | MSCIMSCI INC | 339,000 | $120.9B | 1.88% | |
| 19 | —MEDALLIA INC | 4,099,026 | $112.4B | 1.75% | |
| 20 | CHGGCHEGG INC | 1,225,000 | $87.5B | 1.36% | |
| 21 | UUNITY SOFTWARE INC | 1,000,000 | $87.3B | 1.36% | |
| 22 | FIVNFIVE9 INC | 444,072 | $57.6B | 0.90% | |
| 23 | BILIBILIBILI INC | 500,000 | $20.8B | 0.32% | |
| 24 | —VASTA PLATFORM LTD | 1,000,000 | $15.4B | 0.24% | |
| 25 | NCNO*NCINO INC | 175,750 | $14.0B | 0.22% | |
| 26 | CMRCBIGCOMMERCE HLDGS INC | 50,000 | $4.2B | 0.06% | |
| 27 | GTMZOOMINFO TECHNOLOGIES INC | 50,000 | $2.1B | 0.03% | |
| 28 | SUMO2EURSUMO LOGIC INC | 65,000 | $1.4B | 0.02% | |
| 29 | RXTRACKSPACE TECHNOLOGY INC | 60,199 | $1.2B | 0.02% | |
| 30 | BILLBILL COM HLDGS INC | 11,500 | $1.2B | 0.02% | |
| 31 | BEKEKE HLDGS INC | 15,592 | $956.0M | 0.01% |