SCGE MANAGEMENT, L.P. Q3 2023 Filing
Filed November 14, 2023
Portfolio Value
$3846.9T
Holdings
26
Report Date
Q3 2023
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NOWSERVICENOW INC | 988,000 | $552.3T | 14.36% | |
| 2 | METAMETA PLATFORMS INC | 1,738,000 | $521.8T | 13.56% | |
| 3 | MSFTMICROSOFT CORP | 1,342,000 | $423.7T | 11.01% | |
| 4 | AMZNAMAZON COM INC | 3,057,870 | $388.7T | 10.10% | |
| 5 | SHOPSHOPIFY INC | 5,903,000 | $322.1T | 8.37% | |
| 6 | NUNU HLDGS LTD | 31,042,831 | $225.1T | 5.85% | |
| 7 | HUBSHUBSPOT INC | 449,000 | $221.1T | 5.75% | |
| 8 | CDNSCADENCE DESIGN SYSTEM INC | 680,000 | $159.3T | 4.14% | |
| 9 | NVDANVIDIA CORPORATION | 363,000 | $157.9T | 4.10% | |
| 10 | LRCXEURLAM RESEARCH CORP | 235,000 | $147.3T | 3.83% | |
| 11 | AMDADVANCED MICRO DEVICES INC | 1,406,000 | $144.6T | 3.76% | |
| 12 | SESEA LTD | 2,254,816 | $99.1T | 2.58% | |
| 13 | CPNGCOUPANG INC | 5,653,818 | $96.1T | 2.50% | |
| 14 | PANWPALO ALTO NETWORKS INC | 392,000 | $91.9T | 2.39% | |
| 15 | TSLATESLA INC | 290,000 | $72.6T | 1.89% | |
| 16 | AMATAPPLIED MATLS INC | 517,000 | $71.6T | 1.86% | |
| 17 | TWLOTWILIO INC | 868,100 | $50.8T | 1.32% | |
| 18 | XYZBLOCK INC | 910,500 | $40.3T | 1.05% | |
| 19 | PDDPDD HOLDINGS INC | 122,818 | $12.0T | 0.31% | |
| 20 | GLBEGLOBAL E ONLINE LTD | 295,000 | $11.7T | 0.30% | |
| 21 | DASHDOORDASH INC | 133,298 | $10.6T | 0.28% | |
| 22 | CARTMAPLEBEAR INC | 280,037 | $8.3T | 0.22% | |
| 23 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 90,772 | $7.9T | 0.21% | |
| 24 | BZKANZHUN LIMITED | 415,100 | $6.3T | 0.16% | |
| 25 | FRSHFRESHWORKS INC | 150,000 | $3.0T | 0.08% | |
| 26 | GTMZOOMINFO TECHNOLOGIES INC | 50,000 | $820.0B | 0.02% |