$3.18 Billion is the total value of SCGE MANAGEMENT, L.P.'s 29 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 34.8% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SHOP | SHOPIFY INCcl a | $351,889,000 | +4.9% | 844,000 | 0.0% | 11.07% | -18.4% | |
| RNG | Buy | RINGCENTRAL INCcl a | $268,644,000 | +38.1% | 1,267,729 | +10.0% | 8.45% | +7.5% |
| TWLO | Buy | TWILIO INCcl a | $249,060,000 | +11.6% | 2,783,100 | +22.5% | 7.83% | -13.2% |
| NOW | Buy | SERVICENOW INC | $229,579,000 | +1.5% | 801,100 | +0.0% | 7.22% | -21.0% |
| AMZN | Buy | AMAZON COM INC | $209,948,000 | +97.3% | 107,681 | +86.9% | 6.60% | +53.5% |
| MSFT | Buy | MICROSOFT CORP | $197,374,000 | +40.7% | 1,251,498 | +40.7% | 6.21% | +9.5% |
| HUBS | Buy | HUBSPOT INC | $178,608,000 | +9.8% | 1,341,000 | +30.7% | 5.62% | -14.6% |
| OKTA | Buy | OKTA INCcl a | $174,995,000 | +31.0% | 1,431,335 | +23.6% | 5.50% | +1.9% |
| BABA | Buy | ALIBABA GROUP HLDG LTDsponsored ads | $174,954,000 | +15.4% | 899,600 | +25.8% | 5.50% | -10.2% |
| PYPL | Buy | PAYPAL HLDGS INC | $149,215,000 | +11.4% | 1,558,542 | +25.9% | 4.69% | -13.3% |
| ZEN | Buy | ZENDESK INC | $147,101,000 | +18.6% | 2,298,100 | +41.9% | 4.63% | -7.8% |
| FB | Buy | FACEBOOK INCcl a | $146,667,000 | +33.1% | 879,300 | +63.7% | 4.61% | +3.5% |
| MSCI | New | MSCI INC | $118,474,000 | – | 410,000 | +100.0% | 3.73% | – |
| COUP | Buy | COUPA SOFTWARE INC | $110,946,000 | +434.2% | 794,000 | +459.2% | 3.49% | +315.9% |
| MDLA | MEDALLIA INC | $82,144,000 | -35.6% | 4,099,026 | 0.0% | 2.58% | -49.9% | |
| PDD | PINDUODUO INCsponsored ads | $77,861,000 | -4.7% | 2,161,000 | 0.0% | 2.45% | -25.9% | |
| SE | New | SEA LTDsponsored ads | $58,711,000 | – | 1,325,000 | +100.0% | 1.85% | – |
| ARCE | ARCO PLATFORM LTD | $54,938,000 | -4.4% | 1,300,000 | 0.0% | 1.73% | -25.6% | |
| ZM | ZOOM VIDEO COMMUNICATIONS INcl a | $51,142,000 | +114.8% | 350,000 | 0.0% | 1.61% | +67.0% | |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $33,607,000 | – | 603,581 | +100.0% | 1.06% | – |
| PTON | New | PELOTON INTERACTIVE INC | $29,338,000 | – | 1,105,000 | +100.0% | 0.92% | – |
| CNK | New | CINEMARK HOLDINGS INC | $22,418,000 | – | 2,200,000 | +100.0% | 0.70% | – |
| MIME | Sell | MIMECAST LTD | $21,685,000 | -71.5% | 614,319 | -65.0% | 0.68% | -77.8% |
| BILI | BILIBILI INCspons ads rep z | $11,710,000 | +25.8% | 500,000 | 0.0% | 0.37% | -2.1% | |
| SFIX | Buy | STITCH FIX INC | $10,922,000 | -38.6% | 860,000 | +24.1% | 0.34% | -52.2% |
| FIVN | New | FIVE9 INC | $7,712,000 | – | 100,859 | +100.0% | 0.24% | – |
| PLAN | New | ANAPLAN INC | $7,565,000 | – | 250,000 | +100.0% | 0.24% | – |
| HCAT | HEALTH CATALYST INC | $1,961,000 | -24.7% | 75,000 | 0.0% | 0.06% | -41.0% | |
| BILL | BILL COM HLDGS INC | $393,000 | -10.3% | 11,500 | 0.0% | 0.01% | -33.3% | |
| PS | Exit | PLURALSIGHT INC | $0 | – | -818,397 | -100.0% | -0.57% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-15
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.