$1.6 Billion is the total value of SCGE MANAGEMENT, L.P.'s 18 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 26.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| TWLO | TWILIO INCcl a | $216,764,000 | +44.7% | 1,678,000 | 0.0% | 13.52% | +2.0% | |
| SHOP | SHOPIFY INCcl a | $162,610,000 | +49.2% | 787,000 | 0.0% | 10.14% | +5.3% | |
| NOW | SERVICENOW INC | $151,098,000 | +38.4% | 613,000 | 0.0% | 9.42% | -2.4% | |
| HUBS | Buy | HUBSPOT INC | $132,802,000 | +34.9% | 799,000 | +2.0% | 8.28% | -4.8% |
| MDB | Sell | MONGODB INCcl a | $128,495,000 | +45.8% | 874,000 | -16.9% | 8.01% | +2.8% |
| MSFT | MICROSOFT CORP | $104,931,000 | +16.1% | 889,698 | 0.0% | 6.54% | -18.1% | |
| PYPL | Buy | PAYPAL HLDGS INC | $103,632,000 | +32.1% | 998,000 | +7.0% | 6.46% | -6.8% |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $100,348,000 | +33.1% | 550,000 | 0.0% | 6.26% | -6.1% | |
| ZEN | ZENDESK INC | $85,000,000 | +45.6% | 1,000,000 | 0.0% | 5.30% | +2.7% | |
| AMZN | AMAZON COM INC | $84,586,000 | +18.6% | 47,500 | 0.0% | 5.28% | -16.4% | |
| FB | Buy | FACEBOOK INCcl a | $83,345,000 | +58.9% | 500,000 | +25.0% | 5.20% | +12.1% |
| NFLX | NETFLIX INC | $67,532,000 | +33.2% | 189,400 | 0.0% | 4.21% | -6.0% | |
| RNG | Buy | RINGCENTRAL INCcl a | $48,402,000 | +195.3% | 449,000 | +125.9% | 3.02% | +108.4% |
| PDD | New | PINDUODUO INCsponsored ads | $47,393,000 | – | 1,911,000 | +100.0% | 2.96% | – |
| MIME | Sell | MIMECAST LTD | $45,456,000 | +7.4% | 960,000 | -23.7% | 2.84% | -24.3% |
| OKTA | New | OKTA INCcl a | $29,016,000 | – | 350,726 | +100.0% | 1.81% | – |
| ARCE | ARCO PLATFORM LTD | $9,687,000 | +46.0% | 300,000 | 0.0% | 0.60% | +2.9% | |
| DESP | DESPEGAR COM CORP | $2,235,000 | +20.0% | 150,000 | 0.0% | 0.14% | -15.8% | |
| DOMO | Exit | DOMO INC | $0 | – | -70,000 | -100.0% | -0.12% | – |
| DBX | Exit | DROPBOX INCcl a | $0 | – | -500,000 | -100.0% | -0.90% | – |
| NEWR | Exit | NEW RELIC INC | $0 | – | -253,287 | -100.0% | -1.81% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-15
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 | 2024-02-14 |
| 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 |
| 13F-HR | 2021-11-15 |
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.