$738 Million is the total value of SCGE MANAGEMENT, L.P.'s 26 reported holdings in Q1 2014. The portfolio turnover from Q4 2013 to Q1 2014 was 27.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| VRSN | Sell | VERISIGN INC | $57,953,000 | -11.9% | 1,075,000 | -2.3% | 7.85% | -17.3% |
| GOOGL | Sell | GOOGLE INCcl a | $47,367,000 | -11.0% | 42,500 | -10.5% | 6.42% | -16.5% |
| MU | Sell | MICRON TECHNOLOGY INC | $35,490,000 | +2.0% | 1,500,000 | -6.2% | 4.81% | -4.3% |
| EQIX | Sell | EQUINIX INC | $27,726,000 | -49.6% | 150,000 | -51.6% | 3.76% | -52.7% |
| FB | Sell | FACEBOOK INCcl a | $21,084,000 | -22.8% | 350,000 | -30.0% | 2.86% | -27.6% |
| PEGA | Sell | PEGASYSTEMS INC | $13,588,000 | -54.0% | 384,703 | -35.9% | 1.84% | -56.8% |
| TWTR | Sell | TWITTER INC | $6,052,000 | -68.8% | 129,674 | -57.4% | 0.82% | -70.7% |
| VNET | Sell | 21VIANET GROUP INCsponsored adr | $718,000 | -98.0% | 25,000 | -98.3% | 0.10% | -98.1% |
| DATA | Exit | TABLEAU SOFTWARE INCcl a | $0 | – | -100,000 | -100.0% | -1.00% | – |
| QUNR | Exit | QUNAR CAYMAN IS LTDspns adr cl b | $0 | – | -300,000 | -100.0% | -1.15% | – |
| P | Exit | PANDORA MEDIA INC | $0 | – | -350,000 | -100.0% | -1.34% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-05-15
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 | 2024-05-15 |
| 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 |
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.