$385 Million is the total value of SCGE MANAGEMENT, L.P.'s 14 reported holdings in Q1 2017. The portfolio turnover from Q4 2016 to Q1 2017 was 400.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SHOP | Buy | SHOPIFY INCcl a | $69,111,000 | +85.3% | 1,015,000 | +16.7% | 17.96% | +44.4% |
| SNAP | New | SNAP INCcl a | $27,940,000 | – | 1,240,104 | +100.0% | 7.26% | – |
| FIVN | New | FIVE9 INC | $18,702,000 | – | 1,136,238 | +100.0% | 4.86% | – |
| SYMC | New | SYMANTEC CORP | $9,971,000 | – | 325,000 | +100.0% | 2.59% | – |
| ZEN | New | ZENDESK INC | $8,250,000 | – | 294,212 | +100.0% | 2.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR/A filed 2017-08-14
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 | 2024-05-15 |
| 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.