SCGE MANAGEMENT, L.P. Q4 2023 Filing
Filed February 14, 2024
Portfolio Value
$4477.9T
Holdings
21
Report Date
Q4 2023
Filing Type
13F-HR
All Holdings (21 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NOWSERVICENOW INC | 988,000 | $698.0T | 15.59% | |
| 2 | METAMETA PLATFORMS INC | 1,738,000 | $615.2T | 13.74% | |
| 3 | MSFTMICROSOFT CORP | 1,500,000 | $564.1T | 12.60% | |
| 4 | SHOPSHOPIFY INC | 4,977,000 | $387.7T | 8.66% | |
| 5 | AMZNAMAZON COM INC | 2,268,000 | $344.6T | 7.70% | |
| 6 | HUBSHUBSPOT INC | 484,000 | $281.0T | 6.27% | |
| 7 | NUNU HLDGS LTD | 33,500,000 | $279.1T | 6.23% | |
| 8 | AMDADVANCED MICRO DEVICES INC | 1,406,000 | $207.3T | 4.63% | |
| 9 | PDDPDD HOLDINGS INC | 1,276,000 | $186.7T | 4.17% | |
| 10 | CDNSCADENCE DESIGN SYSTEM INC | 680,000 | $185.2T | 4.14% | |
| 11 | LRCXEURLAM RESEARCH CORP | 235,000 | $184.1T | 4.11% | |
| 12 | NVDANVIDIA CORPORATION | 363,000 | $179.8T | 4.01% | |
| 13 | CPNGCOUPANG INC | 8,653,000 | $140.1T | 3.13% | |
| 14 | PANWPALO ALTO NETWORKS INC | 392,000 | $115.6T | 2.58% | |
| 15 | XYZBLOCK INC | 910,500 | $70.4T | 1.57% | |
| 16 | GLBEGLOBAL E ONLINE LTD | 298,272 | $11.8T | 0.26% | |
| 17 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 90,772 | $9.4T | 0.21% | |
| 18 | BZKANZHUN LIMITED | 415,100 | $6.9T | 0.15% | |
| 19 | CARTMAPLEBEAR INC | 280,037 | $6.6T | 0.15% | |
| 20 | FRSHFRESHWORKS INC | 150,000 | $3.5T | 0.08% | |
| 21 | GTMZOOMINFO TECHNOLOGIES INC | 50,000 | $924.5B | 0.02% |