$1.98 Billion is the total value of SCGE MANAGEMENT, L.P.'s 23 reported holdings in Q3 2019. The portfolio turnover from Q2 2019 to Q3 2019 was 42.9% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
TWLO | Buy | TWILIO INCcl a | $236,084,000 | +3.2% | 2,147,000 | +27.9% | 11.92% | +4.3% |
NOW | Buy | SERVICENOW INC | $184,295,000 | +9.5% | 726,000 | +18.4% | 9.30% | +10.7% |
HUBS | Buy | HUBSPOT INC | $144,513,000 | +6.1% | 953,188 | +19.3% | 7.30% | +7.2% |
RNG | Buy | RINGCENTRAL INCcl a | $129,778,000 | +29.3% | 1,032,770 | +18.3% | 6.55% | +30.7% |
PYPL | Buy | PAYPAL HLDGS INC | $128,270,000 | +12.3% | 1,238,250 | +24.1% | 6.48% | +13.5% |
MDLA | New | MEDALLIA INC | $112,436,000 | – | 4,099,026 | +100.0% | 5.68% | – |
AMZN | Buy | AMAZON COM INC | $99,988,000 | -1.5% | 57,600 | +7.5% | 5.05% | -0.4% |
BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $96,324,000 | +3.4% | 576,000 | +4.7% | 4.86% | +4.5% |
PS | New | PLURALSIGHT INC | $16,795,000 | – | 1,000,000 | +100.0% | 0.85% | – |
HCAT | New | HEALTH CATALYST INC | $2,373,000 | – | 75,000 | +100.0% | 0.12% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-11-14
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.