SCGE MANAGEMENT, L.P. Q4 2024 Filing
Filed February 14, 2025
Portfolio Value
$5.4T
Holdings
23
Report Date
Q4 2024
Filing Type
13F-HR
All Holdings (23 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NOWSERVICENOW INC | 988,000 | $1.0T | 19.36% | |
| 2 | METAMETA PLATFORMS INC | 1,214,000 | $710.8B | 13.14% | |
| 3 | AMZNAMAZON COM INC | 2,018,000 | $442.7B | 8.18% | |
| 4 | NVDANVIDIA CORPORATION | 2,934,000 | $394.0B | 7.28% | |
| 5 | SHOPSHOPIFY INC | 3,682,000 | $391.5B | 7.24% | |
| 6 | PANWPALO ALTO NETWORKS INC | 1,448,000 | $263.5B | 4.87% | |
| 7 | AVGOBROADCOM INC | 1,120,000 | $259.7B | 4.80% | |
| 8 | TEAMATLASSIAN CORPORATION | 851,000 | $207.1B | 3.83% | |
| 9 | CVNACARVANA CO | 989,000 | $201.1B | 3.72% | |
| 10 | CPNGCOUPANG INC | 8,935,000 | $196.4B | 3.63% | |
| 11 | HUBSHUBSPOT INC | 275,000 | $191.6B | 3.54% | |
| 12 | FICOFAIR ISAAC CORP | 75,000 | $149.3B | 2.76% | |
| 13 | TTANSERVICETITAN INC | 1,229,285 | $126.5B | 2.34% | |
| 14 | RDDTREDDIT INC | 729,000 | $119.1B | 2.20% | |
| 15 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 533,000 | $105.3B | 1.95% | |
| 16 | MSFTMICROSOFT CORP | 249,000 | $105.0B | 1.94% | |
| 17 | NFLXNETFLIX INC | 110,000 | $98.0B | 1.81% | |
| 18 | SESEA LTD | 909,000 | $96.4B | 1.78% | |
| 19 | NUNU HLDGS LTD | 8,648,000 | $89.6B | 1.66% | |
| 20 | CRWDCROWDSTRIKE HLDGS INC | 255,000 | $87.3B | 1.61% | |
| 21 | MLB1MERCADOLIBRE INC | 38,000 | $64.6B | 1.19% | |
| 22 | MNDYMONDAY COM LTD | 215,100 | $50.6B | 0.94% | |
| 23 | CARTMAPLEBEAR INC | 280,037 | $11.6B | 0.21% |