$323 Million is the total value of SCGE MANAGEMENT, L.P.'s 14 reported holdings in Q2 2016. The portfolio turnover from Q1 2016 to Q2 2016 was 50.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
GOOG | Buy | ALPHABET INCcap stk cl c | $34,605,000 | +287.6% | 50,000 | +317.3% | 10.70% | +617.5% |
FB | Buy | FACEBOOK INCcl a | $31,427,000 | +57.4% | 275,000 | +57.1% | 9.72% | +191.3% |
MSFT | New | MICROSOFT CORP | $23,027,000 | – | 450,000 | +100.0% | 7.12% | – |
NOW | Buy | SERVICENOW INC | $21,580,000 | +182.2% | 325,000 | +160.0% | 6.68% | +422.4% |
VRSN | Buy | VERISIGN INC | $17,292,000 | +160.4% | 200,000 | +166.7% | 5.35% | +381.9% |
CSGP | New | COSTAR GROUP INC | $10,955,000 | – | 50,100 | +100.0% | 3.39% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2016-08-15
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.