$806 Million is the total value of SCGE MANAGEMENT, L.P.'s 27 reported holdings in Q3 2014. The portfolio turnover from Q2 2014 to Q3 2014 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| PANW | PALO ALTO NETWORKS INC | $58,860,000 | +17.0% | 600,000 | 0.0% | 7.30% | +18.7% | |
| LNKD | LINKEDIN CORP | $49,870,000 | +21.2% | 240,000 | 0.0% | 6.19% | +22.9% | |
| MU | MICRON TECHNOLOGY INC | $39,399,000 | +4.0% | 1,150,000 | 0.0% | 4.89% | +5.5% | |
| FB | FACEBOOK INCcl a | $11,856,000 | +17.5% | 150,000 | 0.0% | 1.47% | +19.1% | |
| ANET | Arista Networks Inc | $8,599,000 | +41.6% | 97,350 | 0.0% | 1.07% | +43.6% | |
| MOBL | MOBILEIRON INC | $1,114,000 | +17.0% | 100,000 | 0.0% | 0.14% | +19.0% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2014-11-14
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 | 2024-05-15 |
| 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.