$601 Million is the total value of SCGE MANAGEMENT, L.P.'s 23 reported holdings in Q3 2013. The portfolio turnover from Q2 2013 to Q3 2013 was 38.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VRSN | Buy | VERISIGN INC | $65,648,000 | +17.6% | 1,290,000 | +3.2% | 10.92% | -11.4% |
| CCI | Buy | CROWN CASTLE INTL CORP | $59,154,000 | +12.7% | 810,000 | +11.7% | 9.84% | -15.1% |
| EQIX | Buy | EQUINIX INC | $56,932,000 | +81.3% | 310,000 | +82.4% | 9.47% | +36.6% |
| YNDX | Sell | YANDEX N V | $54,630,000 | +20.5% | 1,500,000 | -8.5% | 9.09% | -9.2% |
| TV | Buy | GRUPO TELEVISA SAspon adr rep ord | $41,925,000 | +1587.8% | 1,500,000 | +1400.0% | 6.97% | +1172.6% |
| GOOGL | GOOGLE INCcl a | $41,606,000 | -0.5% | 47,500 | 0.0% | 6.92% | -25.0% | |
| VNET | Sell | 21VIANET GROUP INCsponsored adr | $34,382,000 | +42.5% | 2,085,007 | -2.1% | 5.72% | +7.3% |
| AMZN | Buy | AMAZON COM INC | $31,264,000 | +18.5% | 100,000 | +5.3% | 5.20% | -10.7% |
| P | Buy | PANDORA MEDIA INC | $30,156,000 | +104.9% | 1,200,000 | +50.0% | 5.02% | +54.3% |
| PEGA | PEGASYSTEMS INC | $27,867,000 | +20.2% | 700,000 | 0.0% | 4.64% | -9.4% | |
| ST | Sell | SENSATA TECHNOLOGIES HLDG BV | $22,962,000 | -6.0% | 600,000 | -14.3% | 3.82% | -29.2% |
| AMT | New | AMERICAN TOWER CORP NEW | $19,274,000 | – | 260,000 | +100.0% | 3.21% | – |
| TIBX | Sell | TIBCO SOFTWARE INC | $19,193,000 | +1.9% | 750,000 | -14.8% | 3.19% | -23.2% |
| MU | New | MICRON TECHNOLOGY INC | $17,469,000 | – | 1,000,000 | +100.0% | 2.91% | – |
| TAL | Buy | TAL ED GROUP | $17,081,000 | +61.3% | 1,178,000 | +16.6% | 2.84% | +21.6% |
| VIPS | VIPSHOP HLDGS LTDsponsored adr | $17,040,000 | +94.8% | 300,000 | 0.0% | 2.83% | +46.8% | |
| RHT | New | RED HAT INC | $11,535,000 | – | 250,000 | +100.0% | 1.92% | – |
| SWI | New | SOLARWINDS INC | $8,765,000 | – | 250,000 | +100.0% | 1.46% | – |
| CSGP | Sell | COSTAR GROUP INC | $8,396,000 | -48.0% | 50,000 | -60.0% | 1.40% | -60.8% |
| DATA | TABLEAU SOFTWARE INCcl a | $7,124,000 | +28.5% | 100,000 | 0.0% | 1.18% | -3.1% | |
| PANW | PALO ALTO NETWORKS INC | $3,964,000 | -15.0% | 110,677 | 0.0% | 0.66% | -36.0% | |
| RP | New | REALPAGE INC | $3,490,000 | – | 151,000 | +100.0% | 0.58% | – |
| ISS | Sell | ISOFTSTONE HLDGS LTDsponsored ads | $1,334,000 | -85.6% | 271,218 | -84.9% | 0.22% | -89.2% |
| RVBD | Exit | RIVERBED TECHNOLOGY INC | $0 | – | -350,000 | -100.0% | -1.20% | – |
| WDAY | Exit | WORKDAY INCcl a | $0 | – | -125,000 | -100.0% | -1.77% | – |
| NLSN | Exit | NIELSEN HOLDINGS N V | $0 | – | -700,000 | -100.0% | -5.19% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2013-11-14
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AMAZON COM INC | 42 | Q3 2023 | 12.8% |
| SERVICENOW INC | 37 | Q3 2023 | 14.4% |
| META PLATFORMS INC | 36 | Q3 2023 | 13.6% |
| SHOPIFY INC | 29 | Q3 2023 | 19.0% |
| MICROSOFT CORP | 26 | Q3 2023 | 13.6% |
| HUBSPOT INC | 23 | Q3 2023 | 11.1% |
| ALIBABA GROUP HLDG LTD | 23 | Q2 2021 | 9.3% |
| TWILIO INC | 21 | Q3 2023 | 13.5% |
| OKTA INC | 21 | Q2 2023 | 7.1% |
| PALO ALTO NETWORKS INC | 18 | Q3 2023 | 10.0% |
View SCGE MANAGEMENT, L.P.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-15 |
View SCGE MANAGEMENT, L.P.'s complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.