$860 Million is the total value of SCGE MANAGEMENT, L.P.'s 19 reported holdings in Q1 2018. The portfolio turnover from Q4 2017 to Q1 2018 was 75.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FB | Buy | FACEBOOK INCcl a | $84,689,000 | +28.0% | 530,000 | +41.3% | 9.84% | -5.1% |
| AMZN | Buy | AMAZON COM INC | $79,604,000 | +44.8% | 55,000 | +17.0% | 9.25% | +7.3% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $72,682,000 | +22.2% | 396,000 | +14.8% | 8.45% | -9.4% |
| HUBS | New | HUBSPOT INC | $68,819,000 | – | 635,450 | +100.0% | 8.00% | – |
| PYPL | Buy | PAYPAL HLDGS INC | $59,937,000 | +53.6% | 790,000 | +49.1% | 6.97% | +13.9% |
| AMAT | Buy | APPLIED MATLS INC | $54,498,000 | +25.4% | 980,000 | +15.3% | 6.33% | -7.0% |
| BIDU | New | BAIDU INCspon adr rep a | $48,767,000 | – | 218,500 | +100.0% | 5.67% | – |
| ATVI | Buy | ACTIVISION BLIZZARD INC | $48,301,000 | +90.7% | 716,000 | +79.0% | 5.61% | +41.3% |
| NVDA | Buy | NVIDIA CORP | $32,654,000 | +125.0% | 141,000 | +88.0% | 3.80% | +66.7% |
| SNAP | Buy | SNAP INCcl a | $27,465,000 | +44.0% | 1,730,600 | +32.6% | 3.19% | +6.8% |
| TAL | New | TAL ED GROUPsponsored ads | $25,592,000 | – | 690,000 | +100.0% | 2.98% | – |
| BILI | New | BILIBILI INC | $21,725,000 | – | 1,975,000 | +100.0% | 2.52% | – |
| DBX | New | DROPBOX INCcl a | $15,625,000 | – | 500,000 | +100.0% | 1.82% | – |
| FOSL | New | FOSSIL GROUP INC | $8,255,000 | – | 650,000 | +100.0% | 0.96% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2018-05-15
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| AMAZON COM INC | 45 | Q2 2024 | 12.8% |
| SERVICENOW INC | 40 | Q2 2024 | 15.6% |
| META PLATFORMS INC | 39 | Q2 2024 | 14.0% |
| SHOPIFY INC | 32 | Q2 2024 | 19.0% |
| MICROSOFT CORP | 29 | Q2 2024 | 13.6% |
| HUBSPOT INC | 26 | Q2 2024 | 11.1% |
| ALIBABA GROUP HLDG LTD | 23 | Q2 2021 | 9.3% |
| TWILIO INC | 21 | Q3 2023 | 13.5% |
| PALO ALTO NETWORKS INC | 21 | Q2 2024 | 10.0% |
| OKTA INC | 21 | Q2 2023 | 7.1% |
View SCGE MANAGEMENT, L.P.'s complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| N-PX | 2024-09-03 |
| 13F-HR | 2024-08-14 |
| 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 |
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.