$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 0.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
TV | GRUPO TELEVISA SAspon adr rep ord | $46,606,000 | +10.0% | 1,400,000 | 0.0% | 6.32% | +3.2% | |
PANW | PALO ALTO NETWORKS INC | $41,160,000 | +19.4% | 600,000 | 0.0% | 5.58% | +12.0% | |
YNDX | YANDEX N V | $34,719,000 | -30.0% | 1,150,000 | 0.0% | 4.70% | -34.4% | |
VIPS | VIPSHOP HLDGS LTDsponsored adr | $22,395,000 | +78.4% | 150,000 | 0.0% | 3.03% | +67.3% | |
AMT | AMERICAN TOWER CORP NEW | $21,286,000 | +2.6% | 260,000 | 0.0% | 2.88% | -3.8% | |
NMBL | NIMBLE STORAGE INC | $7,597,000 | -16.4% | 200,500 | 0.0% | 1.03% | -21.6% | |
FEYE | FIREEYE INC | $1,539,000 | +41.2% | 25,000 | 0.0% | 0.21% | +33.1% | |
CUDA | BARRACUDA NETWORKS INC | $679,000 | -14.5% | 20,000 | 0.0% | 0.09% | -20.0% |
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.