SCGE MANAGEMENT, L.P. Q4 2019 Filing
Filed February 14, 2020
Portfolio Value
$2.5T
Holdings
23
Report Date
Q4 2019
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SHOPSHOPIFY INC | 844,000 | $335.6B | 13.56% | |
| 2 | NOWSERVICENOW INC | 801,000 | $226.1B | 9.14% | |
| 3 | TWLOTWILIO INC | 2,271,500 | $223.2B | 9.02% | |
| 4 | RNGRINGCENTRAL INC | 1,153,000 | $194.5B | 7.86% | |
| 5 | HUBSHUBSPOT INC | 1,026,000 | $162.6B | 6.57% | |
| 6 | BABAALIBABA GROUP HLDG LTD | 715,000 | $151.7B | 6.13% | |
| 7 | MSFTMICROSOFT CORP | 889,698 | $140.3B | 5.67% | |
| 8 | PYPLPAYPAL HLDGS INC | 1,238,250 | $133.9B | 5.41% | |
| 9 | OKTAOKTA INC | 1,157,900 | $133.6B | 5.40% | |
| 10 | —MEDALLIA INC | 4,099,026 | $127.5B | 5.15% | |
| 11 | ZEN1EURZENDESK INC | 1,619,000 | $124.1B | 5.01% | |
| 12 | METAFACEBOOK INC | 537,000 | $110.2B | 4.46% | |
| 13 | AMZNAMAZON COM INC | 57,600 | $106.4B | 4.30% | |
| 14 | PDDPINDUODUO INC | 2,161,000 | $81.7B | 3.30% | |
| 15 | —MIMECAST LTD | 1,754,434 | $76.1B | 3.08% | |
| 16 | —ARCO PLATFORM LTD | 1,300,000 | $57.5B | 2.32% | |
| 17 | ZMZOOM VIDEO COMMUNICATIONS IN | 350,000 | $23.8B | 0.96% | |
| 18 | COUPEURCOUPA SOFTWARE INC | 142,000 | $20.8B | 0.84% | |
| 19 | SFIXSTITCH FIX INC | 693,142 | $17.8B | 0.72% | |
| 20 | —PLURALSIGHT INC | 818,397 | $14.1B | 0.57% | |
| 21 | BILIBILIBILI INC | 500,000 | $9.3B | 0.38% | |
| 22 | HCATHEALTH CATALYST INC | 75,000 | $2.6B | 0.11% | |
| 23 | BILLBILL COM HLDGS INC | 11,500 | $438.0M | 0.02% |