SCGE MANAGEMENT, L.P. Q3 2022 Filing
Filed November 14, 2022
Portfolio Value
$3.0T
Holdings
26
Report Date
Q3 2022
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 1,605,000 | $373.8B | 12.61% | |
| 2 | NOWSERVICENOW INC | 935,100 | $353.1B | 11.92% | |
| 3 | AMZNAMAZON COM INC | 2,850,000 | $322.1B | 10.87% | |
| 4 | SHOPSHOPIFY INC | 9,320,000 | $251.1B | 8.47% | |
| 5 | CRWDCROWDSTRIKE HLDGS INC | 1,471,438 | $242.5B | 8.18% | |
| 6 | DASHDOORDASH INC | 3,532,115 | $174.7B | 5.89% | |
| 7 | HUBSHUBSPOT INC | 580,000 | $156.7B | 5.29% | |
| 8 | SESEA LTD | 2,759,987 | $154.7B | 5.22% | |
| 9 | NUNU HLDGS LTD | 33,591,150 | $147.8B | 4.99% | |
| 10 | SNOWSNOWFLAKE INC | 722,012 | $122.7B | 4.14% | |
| 11 | PYPLPAYPAL HLDGS INC | 1,250,000 | $107.6B | 3.63% | |
| 12 | DDOGDATADOG INC | 1,155,000 | $102.5B | 3.46% | |
| 13 | SSENTINELONE INC | 3,936,000 | $100.6B | 3.40% | |
| 14 | FIVNFIVE9 INC | 940,000 | $70.5B | 2.38% | |
| 15 | CPNGCOUPANG INC | 3,846,000 | $64.1B | 2.16% | |
| 16 | TWLOTWILIO INC | 868,100 | $60.0B | 2.03% | |
| 17 | ZSZSCALER INC | 325,000 | $53.4B | 1.80% | |
| 18 | OKTAOKTA INC | 893,500 | $50.8B | 1.71% | |
| 19 | LRCXEURLAM RESEARCH CORP | 56,000 | $20.5B | 0.69% | |
| 20 | AVDXAVIDXCHANGE HOLDINGS INC | 2,040,316 | $17.2B | 0.58% | |
| 21 | RNGRINGCENTRAL INC | 253,700 | $10.1B | 0.34% | |
| 22 | GTMZOOMINFO TECHNOLOGIES INC | 50,000 | $2.1B | 0.07% | |
| 23 | FRSHFRESHWORKS INC | 150,000 | $1.9B | 0.07% | |
| 24 | VTEXVTEX | 300,000 | $1.1B | 0.04% | |
| 25 | AMPLAMPLITUDE INC | 60,383 | $934.0M | 0.03% | |
| 26 | RIVNRIVIAN AUTOMOTIVE INC | 20,000 | $658.0M | 0.02% |