SCGE MANAGEMENT, L.P. Q4 2021 Filing
Filed February 14, 2022
Portfolio Value
$8.8T
Holdings
35
Report Date
Q4 2021
Filing Type
13F-HR
All Holdings (35 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SHOPSHOPIFY INC | 894,000 | $1.2T | 13.97% | |
| 2 | HUBSHUBSPOT INC | 1,371,547 | $904.1B | 10.25% | |
| 3 | DASHDOORDASH INC | 4,284,115 | $637.9B | 7.23% | |
| 4 | NOWSERVICENOW INC | 833,100 | $540.8B | 6.13% | |
| 5 | MSFTMICROSOFT CORP | 1,605,000 | $539.8B | 6.12% | |
| 6 | TWLOTWILIO INC | 2,047,264 | $539.1B | 6.11% | |
| 7 | SESEA LTD | 2,254,816 | $504.4B | 5.72% | |
| 8 | AMZNAMAZON COM INC | 142,500 | $475.1B | 5.39% | |
| 9 | CPNGCOUPANG INC | 14,293,407 | $419.9B | 4.76% | |
| 10 | NUNU HLDGS LTD | 44,410,178 | $416.6B | 4.72% | |
| 11 | OKTAOKTA INC | 1,787,000 | $400.6B | 4.54% | |
| 12 | CRWDCROWDSTRIKE HLDGS INC | 1,450,000 | $296.9B | 3.37% | |
| 13 | RNGRINGCENTRAL INC | 1,503,000 | $281.6B | 3.19% | |
| 14 | ABNBAIRBNB INC | 1,681,244 | $279.9B | 3.17% | |
| 15 | SSENTINELONE INC | 5,126,728 | $258.8B | 2.94% | |
| 16 | SNOWSNOWFLAKE INC | 722,012 | $244.6B | 2.77% | |
| 17 | CFLTCONFLUENT INC | 2,818,504 | $214.9B | 2.44% | |
| 18 | HOODROBINHOOD MKTS INC | 7,243,528 | $128.6B | 1.46% | |
| 19 | AMATAPPLIED MATLS INC | 715,000 | $112.5B | 1.28% | |
| 20 | LRCXEURLAM RESEARCH CORP | 150,000 | $107.9B | 1.22% | |
| 21 | UUNITY SOFTWARE INC | 736,898 | $105.4B | 1.20% | |
| 22 | FIVNFIVE9 INC | 444,072 | $61.0B | 0.69% | |
| 23 | XYZBLOCK INC | 200,000 | $32.3B | 0.37% | |
| 24 | AVDXAVIDXCHANGE HOLDINGS INC | 2,040,316 | $30.7B | 0.35% | |
| 25 | CVNACARVANA CO | 99,000 | $22.9B | 0.26% | |
| 26 | NCNO*NCINO INC | 175,750 | $9.6B | 0.11% | |
| 27 | FRSHFRESHWORKS INC | 150,000 | $3.9B | 0.04% | |
| 28 | VTEXVTEX | 300,000 | $3.2B | 0.04% | |
| 29 | GTMZOOMINFO TECHNOLOGIES INC | 50,000 | $3.2B | 0.04% | |
| 30 | AMPLAMPLITUDE INC | 60,383 | $3.2B | 0.04% | |
| 31 | RIVNRIVIAN AUTOMOTIVE INC | 20,000 | $2.1B | 0.02% | |
| 32 | AFRMAFFIRM HLDGS INC | 20,000 | $2.0B | 0.02% | |
| 33 | —QUALTRICS INTL INC | 40,000 | $1.4B | 0.02% | |
| 34 | BZKANZHUN LIMITED | 10,000 | $349.0M | 0.00% | |
| 35 | OSCROSCAR HEALTH INC | 40,000 | $314.0M | 0.00% |