$5.18 Billion is the total value of SCGE MANAGEMENT, L.P.'s 24 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SHOP | SHOPIFY INCcl a | $801,125,000 | +127.7% | 844,000 | 0.0% | 15.47% | +39.8% | |
| TWLO | TWILIO INCcl a | $610,668,000 | +145.2% | 2,783,100 | 0.0% | 11.80% | +50.6% | |
| RNG | RINGCENTRAL INCcl a | $361,315,000 | +34.5% | 1,267,729 | 0.0% | 6.98% | -17.4% | |
| PDD | PINDUODUO INCsponsored ads | $185,500,000 | +138.2% | 2,161,000 | 0.0% | 3.58% | +46.3% | |
| MDLA | MEDALLIA INC | $103,459,000 | +25.9% | 4,099,026 | 0.0% | 2.00% | -22.7% | |
| ZM | ZOOM VIDEO COMMUNICATIONS INcl a | $88,739,000 | +73.5% | 350,000 | 0.0% | 1.71% | +6.6% | |
| BILI | BILIBILI INCspons ads rep z | $23,160,000 | +97.8% | 500,000 | 0.0% | 0.45% | +21.5% | |
| BILL | BILL COM HLDGS INC | $1,037,000 | +163.9% | 11,500 | 0.0% | 0.02% | +66.7% |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-14
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.