$300 Million is the total value of SCGE MANAGEMENT, L.P.'s 12 reported holdings in Q4 2016. The portfolio turnover from Q3 2016 to Q4 2016 was 33.3% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
MSFT | Buy | MICROSOFT CORP | $40,391,000 | +16.9% | 650,000 | +8.3% | 13.46% | +39.9% |
SHOP | Buy | SHOPIFY INCcl a | $37,297,000 | +258.3% | 870,000 | +258.8% | 12.43% | +329.0% |
NOW | Buy | SERVICENOW INC | $31,000,000 | +26.3% | 417,000 | +34.5% | 10.33% | +51.3% |
ZTO | New | ZTO EXPRESS CAYMAN INCsponsored adr | $8,449,000 | – | 700,000 | +100.0% | 2.82% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2017-02-14
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.