SCGE MANAGEMENT, L.P. Q3 2021 Filing
Filed November 15, 2021
Portfolio Value
$10.8T
Holdings
43
Report Date
Q3 2021
Filing Type
13F-HR
All Holdings (43 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SHOPSHOPIFY INC | 894,000 | $1.2T | 11.25% | |
| 2 | HUBSHUBSPOT INC | 1,408,000 | $951.9B | 8.83% | |
| 3 | TWLOTWILIO INC | 2,783,100 | $887.9B | 8.24% | |
| 4 | DASHDOORDASH INC | 4,284,115 | $882.4B | 8.19% | |
| 5 | SESEA LTD | 2,254,816 | $718.7B | 6.67% | |
| 6 | NOWSERVICENOW INC | 833,100 | $518.4B | 4.81% | |
| 7 | PYPLPAYPAL HLDGS INC | 1,796,000 | $467.3B | 4.34% | |
| 8 | MSFTMICROSOFT CORP | 1,605,000 | $452.5B | 4.20% | |
| 9 | OKTAOKTA INC | 1,787,000 | $424.1B | 3.94% | |
| 10 | HOODROBINHOOD MARKETS INC | 9,603,145 | $404.1B | 3.75% | |
| 11 | CPNGCOUPANG INC | 14,293,407 | $398.1B | 3.69% | |
| 12 | AMZNAMAZON COM INC | 120,800 | $396.8B | 3.68% | |
| 13 | CRWDCROWDSTRIKE HLDGS INC | 1,450,000 | $356.4B | 3.31% | |
| 14 | RNGRINGCENTRAL INC | 1,503,000 | $326.9B | 3.03% | |
| 15 | DOCUDOCUSIGN INC | 1,255,000 | $323.1B | 3.00% | |
| 16 | ABNBAIRBNB INC | 1,681,244 | $282.0B | 2.62% | |
| 17 | SSENTINELONE INC | 5,126,728 | $274.6B | 2.55% | |
| 18 | SNOWSNOWFLAKE INC | 722,012 | $218.4B | 2.03% | |
| 19 | PDDPINDUODUO INC | 2,161,000 | $195.9B | 1.82% | |
| 20 | CFLTCONFLUENT INC | 2,818,504 | $168.1B | 1.56% | |
| 21 | METAFACEBOOK INC | 485,300 | $164.7B | 1.53% | |
| 22 | —MEDALLIA INC | 4,099,026 | $138.8B | 1.29% | |
| 23 | UUNITY SOFTWARE INC | 1,000,000 | $126.3B | 1.17% | |
| 24 | AMATAPPLIED MATLS INC | 715,000 | $92.0B | 0.85% | |
| 25 | ZMZOOM VIDEO COMMUNICATIONS IN | 350,000 | $91.5B | 0.85% | |
| 26 | LRCXEURLAM RESEARCH CORP | 150,000 | $85.4B | 0.79% | |
| 27 | FIVNFIVE9 INC | 444,072 | $70.9B | 0.66% | |
| 28 | PATHUIPATH INC | 942,304 | $49.6B | 0.46% | |
| 29 | XYZSQUARE INC | 200,000 | $48.0B | 0.45% | |
| 30 | NCNO*NCINO INC | 175,750 | $12.5B | 0.12% | |
| 31 | FRSHFRESHWORKS INC | 150,000 | $6.4B | 0.06% | |
| 32 | VTEXVTEX | 300,000 | $6.2B | 0.06% | |
| 33 | —VASTA PLATFORM LTD | 1,000,000 | $4.6B | 0.04% | |
| 34 | AMPLAMPLITUDE INC | 60,383 | $3.3B | 0.03% | |
| 35 | BILLBILL COM HLDGS INC | 11,500 | $3.1B | 0.03% | |
| 36 | GTMZOOMINFO TECHNOLOGIES INC | 50,000 | $3.1B | 0.03% | |
| 37 | CVNACARVANA CO | 10,000 | $3.0B | 0.03% | |
| 38 | CMRCBIGCOMMERCE HLDGS INC | 50,000 | $2.5B | 0.02% | |
| 39 | AFRMAFFIRM HLDGS INC | 20,000 | $2.4B | 0.02% | |
| 40 | —QUALTRICS INTL INC | 40,000 | $1.7B | 0.02% | |
| 41 | SUMO2EURSUMO LOGIC INC | 65,000 | $1.0B | 0.01% | |
| 42 | OSCROSCAR HEALTH INC | 40,000 | $696.0M | 0.01% | |
| 43 | BZKANZHUN LIMITED | 10,000 | $360.0M | 0.00% |