$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 62.5% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SHOP | Sell | SHOPIFY INCcl a | $92,249,000 | +4.4% | 740,420 | -15.4% | 10.72% | -22.6% |
| DESP | Sell | DESPEGAR COM CORP | $17,103,000 | +4.5% | 547,300 | -8.1% | 1.99% | -22.5% |
| MIME | Sell | MIMECAST LTD | $3,520,000 | -88.5% | 99,361 | -90.7% | 0.41% | -91.5% |
| OKTA | Exit | OKTA INCcl a | $0 | – | -75,000 | -100.0% | -0.30% | – |
| ADSK | Exit | AUTODESK INC | $0 | – | -155,000 | -100.0% | -2.55% | – |
| WDAY | Exit | WORKDAY INCcl a | $0 | – | -181,764 | -100.0% | -2.90% | – |
| WUBA | Exit | 58 COM INCspon adr rep a | $0 | – | -340,000 | -100.0% | -3.82% | – |
| SYMC | Exit | SYMANTEC CORP | $0 | – | -1,583,000 | -100.0% | -6.96% | – |
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 | 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.