SCGE MANAGEMENT, L.P. Q4 2020 Filing
Filed February 17, 2021
Portfolio Value
$8.6T
Holdings
31
Report Date
Q4 2020
Filing Type
13F-HR
All Holdings (31 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SHOPSHOPIFY INC | 894,000 | $1.0T | 11.76% | |
| 2 | TWLOTWILIO INC | 2,783,100 | $942.1B | 10.95% | |
| 3 | DASHDOORDASH INC | 4,284,115 | $611.6B | 7.11% | |
| 4 | RNGRINGCENTRAL INC | 1,503,000 | $569.6B | 6.62% | |
| 5 | HUBSHUBSPOT INC | 1,408,000 | $558.2B | 6.49% | |
| 6 | NOWSERVICENOW INC | 833,100 | $458.6B | 5.33% | |
| 7 | SESEA LTD | 2,254,816 | $448.8B | 5.22% | |
| 8 | PYPLPAYPAL HLDGS INC | 1,796,000 | $420.6B | 4.89% | |
| 9 | OKTAOKTA INC | 1,562,019 | $397.2B | 4.62% | |
| 10 | AMZNAMAZON COM INC | 120,800 | $393.4B | 4.57% | |
| 11 | PDDPINDUODUO INC | 2,161,000 | $383.9B | 4.46% | |
| 12 | MSFTMICROSOFT CORP | 1,605,000 | $357.0B | 4.15% | |
| 13 | CRWDCROWDSTRIKE HLDGS INC | 1,450,000 | $307.1B | 3.57% | |
| 14 | METAFACEBOOK INC | 947,300 | $258.8B | 3.01% | |
| 15 | ABNBAIRBNB INC | 1,681,244 | $246.8B | 2.87% | |
| 16 | DOCUDOCUSIGN INC | 1,045,000 | $232.3B | 2.70% | |
| 17 | BABAALIBABA GROUP HLDG LTD | 925,000 | $215.3B | 2.50% | |
| 18 | SNOWSNOWFLAKE INC | 722,012 | $203.2B | 2.36% | |
| 19 | UUNITY SOFTWARE INC | 1,000,000 | $153.5B | 1.78% | |
| 20 | —MEDALLIA INC | 4,099,026 | $136.2B | 1.58% | |
| 21 | ZMZOOM VIDEO COMMUNICATIONS IN | 350,000 | $118.1B | 1.37% | |
| 22 | FIVNFIVE9 INC | 444,072 | $77.4B | 0.90% | |
| 23 | XYZSQUARE INC | 200,000 | $43.5B | 0.51% | |
| 24 | CMRCBIGCOMMERCE HLDGS INC | 255,000 | $16.4B | 0.19% | |
| 25 | —VASTA PLATFORM LTD | 1,000,000 | $14.5B | 0.17% | |
| 26 | NCNO*NCINO INC | 175,750 | $12.7B | 0.15% | |
| 27 | BEKEKE HLDGS INC | 115,592 | $7.1B | 0.08% | |
| 28 | GTMZOOMINFO TECHNOLOGIES INC | 50,000 | $2.4B | 0.03% | |
| 29 | SUMO2EURSUMO LOGIC INC | 65,000 | $1.9B | 0.02% | |
| 30 | BILLBILL COM HLDGS INC | 11,500 | $1.6B | 0.02% | |
| 31 | RXTRACKSPACE TECHNOLOGY INC | 60,199 | $1.1B | 0.01% |