$2 Billion is the total value of SCGE MANAGEMENT, L.P.'s 23 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was 38.9% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SHOP | SHOPIFY INCcl a | $236,218,000 | +45.3% | 787,000 | 0.0% | 11.80% | +16.3% | |
| TWLO | TWILIO INCcl a | $228,795,000 | +5.6% | 1,678,000 | 0.0% | 11.43% | -15.5% | |
| NOW | SERVICENOW INC | $168,311,000 | +11.4% | 613,000 | 0.0% | 8.40% | -10.8% | |
| OKTA | Buy | OKTA INCcl a | $143,012,000 | +392.9% | 1,157,900 | +230.1% | 7.14% | +294.6% |
| HUBS | HUBSPOT INC | $136,245,000 | +2.6% | 799,000 | 0.0% | 6.80% | -17.9% | |
| MSFT | MICROSOFT CORP | $119,184,000 | +13.6% | 889,698 | 0.0% | 5.95% | -9.1% | |
| PYPL | PAYPAL HLDGS INC | $114,231,000 | +10.2% | 998,000 | 0.0% | 5.70% | -11.7% | |
| AMZN | Buy | AMAZON COM INC | $101,499,000 | +20.0% | 53,600 | +12.8% | 5.07% | -3.9% |
| RNG | Buy | RINGCENTRAL INCcl a | $100,360,000 | +107.3% | 873,300 | +94.5% | 5.01% | +66.0% |
| ZEN | Buy | ZENDESK INC | $98,601,000 | +16.0% | 1,107,500 | +10.8% | 4.92% | -7.1% |
| FB | FACEBOOK INCcl a | $96,500,000 | +15.8% | 500,000 | 0.0% | 4.82% | -7.3% | |
| BABA | ALIBABA GROUP HLDG LTDsponsored ads | $93,198,000 | -7.1% | 550,000 | 0.0% | 4.65% | -25.6% | |
| MDB | Sell | MONGODB INCcl a | $82,737,000 | -35.6% | 544,000 | -37.8% | 4.13% | -48.4% |
| NFLX | Buy | NETFLIX INC | $78,570,000 | +16.3% | 213,900 | +12.9% | 3.92% | -6.8% |
| PDD | Buy | PINDUODUO INCsponsored ads | $44,581,000 | -5.9% | 2,161,000 | +13.1% | 2.23% | -24.7% |
| MIME | Sell | MIMECAST LTD | $43,632,000 | -4.0% | 934,109 | -2.7% | 2.18% | -23.1% |
| ZM | New | ZOOM VIDEO COMMUNICATIONS INcl a | $31,077,000 | – | 350,000 | +100.0% | 1.55% | – |
| PINS | New | PINTEREST INCcl a | $19,054,000 | – | 700,000 | +100.0% | 0.95% | – |
| UBER | New | UBER TECHNOLOGIES INC | $16,233,000 | – | 350,000 | +100.0% | 0.81% | – |
| BBIO | New | BRIDGEBIO PHARMA INC | $15,865,000 | – | 588,235 | +100.0% | 0.79% | – |
| LINX | New | LINX S Asponsored ads | $13,224,000 | – | 1,450,000 | +100.0% | 0.66% | – |
| ARCE | ARCO PLATFORM LTD | $13,134,000 | +35.6% | 300,000 | 0.0% | 0.66% | +8.6% | |
| BILI | New | BILIBILI INCspons ads rep z | $8,135,000 | – | 500,000 | +100.0% | 0.41% | – |
| DESP | Exit | DESPEGAR COM CORP | $0 | – | -150,000 | -100.0% | -0.14% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-08-14
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 | 2024-02-14 |
| 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.