SCGE MANAGEMENT, L.P. - Q1 2014 holdings

$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%
1,400,0000.0%6.32%
+3.2%
PANW  PALO ALTO NETWORKS INC$41,160,000
+19.4%
600,0000.0%5.58%
+12.0%
YNDX  YANDEX N V$34,719,000
-30.0%
1,150,0000.0%4.70%
-34.4%
VIPS  VIPSHOP HLDGS LTDsponsored adr$22,395,000
+78.4%
150,0000.0%3.03%
+67.3%
AMT  AMERICAN TOWER CORP NEW$21,286,000
+2.6%
260,0000.0%2.88%
-3.8%
NMBL  NIMBLE STORAGE INC$7,597,000
-16.4%
200,5000.0%1.03%
-21.6%
FEYE  FIREEYE INC$1,539,000
+41.2%
25,0000.0%0.21%
+33.1%
CUDA  BARRACUDA NETWORKS INC$679,000
-14.5%
20,0000.0%0.09%
-20.0%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2014-05-15
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
AMAZON COM INC42Q3 202312.8%
SERVICENOW INC37Q3 202314.4%
META PLATFORMS INC36Q3 202313.6%
SHOPIFY INC29Q3 202319.0%
MICROSOFT CORP26Q3 202313.6%
HUBSPOT INC23Q3 202311.1%
ALIBABA GROUP HLDG LTD23Q2 20219.3%
TWILIO INC21Q3 202313.5%
OKTA INC21Q2 20237.1%
PALO ALTO NETWORKS INC18Q3 202310.0%

View SCGE MANAGEMENT, L.P.'s complete holdings history.

Latest filings
TypeFiled
13F-HR2024-05-15
13F-HR2024-02-14
13F-HR2023-11-14
13F-HR2023-08-14
13F-HR2023-05-15
13F-HR2023-02-14
13F-HR2022-11-14
13F-HR2022-08-15
13F-HR2022-05-16
13F-HR2022-02-14

View SCGE MANAGEMENT, L.P.'s complete filings history.

Compare quarters

Issues

The following issues were detected while analyzing the report:

  • The reported total value is incorrect (738067000.0 != 738068000.0)

Export SCGE MANAGEMENT, L.P.'s holdings