$692 Million is the total value of SCGE MANAGEMENT, L.P.'s 27 reported holdings in Q4 2013. The portfolio turnover from Q3 2013 to Q4 2013 was 78.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VRSN | Sell | VERISIGN INC | $65,758,000 | +0.2% | 1,100,000 | -14.7% | 9.50% | -13.0% |
| CCI | CROWN CASTLE INTL CORP | $59,478,000 | +0.5% | 810,000 | 0.0% | 8.59% | -12.7% | |
| EQIX | EQUINIX INC | $55,010,000 | -3.4% | 310,000 | 0.0% | 7.95% | -16.1% | |
| GOOGL | GOOGLE INCcl a | $53,234,000 | +27.9% | 47,500 | 0.0% | 7.69% | +11.1% | |
| YNDX | Sell | YANDEX N V | $49,623,000 | -9.2% | 1,150,000 | -23.3% | 7.17% | -21.1% |
| TV | Sell | GRUPO TELEVISA SAspon adr rep ord | $42,364,000 | +1.0% | 1,400,000 | -6.7% | 6.12% | -12.3% |
| AMZN | AMAZON COM INC | $39,879,000 | +27.6% | 100,000 | 0.0% | 5.76% | +10.8% | |
| VNET | Sell | 21VIANET GROUP INCsponsored adr | $35,280,000 | +2.6% | 1,500,000 | -28.1% | 5.10% | -10.9% |
| MU | Buy | MICRON TECHNOLOGY INC | $34,800,000 | +99.2% | 1,600,000 | +60.0% | 5.03% | +73.0% |
| PANW | Buy | PALO ALTO NETWORKS INC | $34,482,000 | +769.9% | 600,000 | +442.1% | 4.98% | +655.8% |
| PEGA | Sell | PEGASYSTEMS INC | $29,508,000 | +5.9% | 600,000 | -14.3% | 4.26% | -8.0% |
| FB | New | FACEBOOK INCcl a | $27,325,000 | – | 500,000 | +100.0% | 3.95% | – |
| TAL | Buy | TAL ED GROUP | $26,338,000 | +54.2% | 1,197,720 | +1.7% | 3.80% | +33.9% |
| AMT | AMERICAN TOWER CORP NEW | $20,753,000 | +7.7% | 260,000 | 0.0% | 3.00% | -6.5% | |
| TWTR | New | TWITTER INC | $19,393,000 | – | 304,674 | +100.0% | 2.80% | – |
| EDU | New | NEW ORIENTAL ED & TECH GRP Ispon adr | $15,750,000 | – | 500,000 | +100.0% | 2.28% | – |
| ZU | New | ZULILY INCcl a | $13,465,000 | – | 325,000 | +100.0% | 1.94% | – |
| VIPS | Sell | VIPSHOP HLDGS LTDsponsored adr | $12,552,000 | -26.3% | 150,000 | -50.0% | 1.81% | -36.0% |
| TXTR | New | TEXTURA CORP | $11,228,000 | – | 375,000 | +100.0% | 1.62% | – |
| WUBA | New | 58 COM INCspon adr rep a | $9,866,000 | – | 257,340 | +100.0% | 1.42% | – |
| P | Sell | PANDORA MEDIA INC | $9,310,000 | -69.1% | 350,000 | -70.8% | 1.34% | -73.2% |
| NMBL | New | NIMBLE STORAGE INC | $9,083,000 | – | 200,500 | +100.0% | 1.31% | – |
| QUNR | New | QUNAR CAYMAN IS LTDspns adr cl b | $7,959,000 | – | 300,000 | +100.0% | 1.15% | – |
| DATA | TABLEAU SOFTWARE INCcl a | $6,893,000 | -3.2% | 100,000 | 0.0% | 1.00% | -15.9% | |
| VEEV | New | VEEVA SYS INC | $1,124,000 | – | 35,000 | +100.0% | 0.16% | – |
| FEYE | New | FIREEYE INC | $1,090,000 | – | 25,000 | +100.0% | 0.16% | – |
| CUDA | New | BARRACUDA NETWORKS INC | $794,000 | – | 20,000 | +100.0% | 0.12% | – |
| ISS | Exit | ISOFTSTONE HLDGS LTDsponsored ads | $0 | – | -271,218 | -100.0% | -0.22% | – |
| RP | Exit | REALPAGE INC | $0 | – | -151,000 | -100.0% | -0.58% | – |
| CSGP | Exit | COSTAR GROUP INC | $0 | – | -50,000 | -100.0% | -1.40% | – |
| SWI | Exit | SOLARWINDS INC | $0 | – | -250,000 | -100.0% | -1.46% | – |
| RHT | Exit | RED HAT INC | $0 | – | -250,000 | -100.0% | -1.92% | – |
| TIBX | Exit | TIBCO SOFTWARE INC | $0 | – | -750,000 | -100.0% | -3.19% | – |
| ST | Exit | SENSATA TECHNOLOGIES HLDG BV | $0 | – | -600,000 | -100.0% | -3.82% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-02-14
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.