$818 Million is the total value of SCGE MANAGEMENT, L.P.'s 26 reported holdings in Q2 2014. The portfolio turnover from Q1 2014 to Q2 2014 was 69.2% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| ZU | Buy | ZULILY INCcl a | $75,758,000 | +72.5% | 1,850,000 | +111.4% | 9.27% | +55.7% |
| VRSN | Buy | VERISIGN INC | $63,453,000 | +9.5% | 1,300,000 | +20.9% | 7.76% | -1.2% |
| WUBA | Buy | 58 COM INCspon adr rep a | $56,763,000 | +30.5% | 1,050,000 | +0.5% | 6.94% | +17.8% |
| CCI | Sell | CROWN CASTLE INTL CORP | $51,982,000 | -17.1% | 700,000 | -17.6% | 6.36% | -25.2% |
| PANW | PALO ALTO NETWORKS INC | $50,310,000 | +22.2% | 600,000 | 0.0% | 6.15% | +10.3% | |
| VEEV | Buy | VEEVA SYS INC | $50,264,000 | +178.9% | 1,975,000 | +192.6% | 6.15% | +151.8% |
| TV | Sell | GRUPO TELEVISA SAspon adr rep ord | $42,888,000 | -8.0% | 1,250,000 | -10.7% | 5.25% | -16.9% |
| LNKD | Buy | LINKEDIN CORP | $41,153,000 | +3.5% | 240,000 | +11.6% | 5.03% | -6.6% |
| TAL | Buy | TAL ED GROUP | $40,645,000 | +30.3% | 1,478,000 | +6.7% | 4.97% | +17.6% |
| AMZN | Sell | AMAZON COM INC | $38,974,000 | -31.8% | 120,000 | -29.4% | 4.77% | -38.5% |
| MU | Sell | MICRON TECHNOLOGY INC | $37,893,000 | +6.8% | 1,150,000 | -23.3% | 4.64% | -3.6% |
| AMT | Buy | AMERICAN TOWER CORP NEW | $35,992,000 | +69.1% | 400,000 | +53.8% | 4.40% | +52.6% |
| EQIX | Buy | EQUINIX INC | $33,614,000 | +21.2% | 160,000 | +6.7% | 4.11% | +9.4% |
| VIPS | VIPSHOP HLDGS LTDsponsored adr | $28,161,000 | +25.7% | 150,000 | 0.0% | 3.44% | +13.5% | |
| GOOGL | Buy | GOOGLE INCcl a | $27,187,000 | -42.6% | 46,500 | +9.4% | 3.32% | -48.2% |
| WDAY | New | WORKDAY INCcl a | $26,958,000 | – | 300,000 | +100.0% | 3.30% | – |
| GOOG | New | GOOGLE INCcl c | $25,025,000 | – | 43,500 | +100.0% | 3.06% | – |
| JMEI | New | JUMEI INTL HLDG LTDsponsored adr | $23,120,000 | – | 850,000 | +100.0% | 2.83% | – |
| DATA | New | TABLEAU SOFTWARE INCcl a | $22,469,000 | – | 315,000 | +100.0% | 2.75% | – |
| FB | Sell | FACEBOOK INCcl a | $10,094,000 | -52.1% | 150,000 | -57.1% | 1.24% | -56.8% |
| EDU | Sell | NEW ORIENTAL ED & TECH GRP Ispon adr | $9,964,000 | -35.3% | 375,000 | -28.6% | 1.22% | -41.6% |
| OPWR | New | OPOWER INC | $9,048,000 | – | 480,000 | +100.0% | 1.11% | – |
| P | New | PANDORA MEDIA INC | $6,490,000 | – | 220,000 | +100.0% | 0.79% | – |
| ANET | New | ARISTA NETWORKS INC | $6,074,000 | – | 97,350 | +100.0% | 0.74% | – |
| CSGP | New | COSTAR GROUP INC | $2,373,000 | – | 15,000 | +100.0% | 0.29% | – |
| MOBL | New | MOBILEIRON INC | $952,000 | – | 100,000 | +100.0% | 0.12% | – |
| CUDA | Exit | BARRACUDA NETWORKS INC | $0 | – | -20,000 | -100.0% | -0.09% | – |
| VNET | Exit | 21VIANET GROUP INCsponsored adr | $0 | – | -25,000 | -100.0% | -0.10% | – |
| FEYE | Exit | FIREEYE INC | $0 | – | -25,000 | -100.0% | -0.21% | – |
| TWTR | Exit | TWITTER INC | $0 | – | -129,674 | -100.0% | -0.82% | – |
| NMBL | Exit | NIMBLE STORAGE INC | $0 | – | -200,500 | -100.0% | -1.03% | – |
| PEGA | Exit | PEGASYSTEMS INC | $0 | – | -384,703 | -100.0% | -1.84% | – |
| TRLA | Exit | TRULIA INC | $0 | – | -425,000 | -100.0% | -1.91% | – |
| TXTR | Exit | TEXTURA CORP | $0 | – | -1,043,096 | -100.0% | -3.56% | – |
| YNDX | Exit | YANDEX N V | $0 | – | -1,150,000 | -100.0% | -4.70% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-08-14
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.