$6.42 Billion is the total value of SCGE MANAGEMENT, L.P.'s 31 reported holdings in Q3 2020. The portfolio turnover from Q2 2020 to Q3 2020 was 114.3% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SHOP | Buy | SHOPIFY INCcl a | $914,535,000 | +14.2% | 894,000 | +5.9% | 14.25% | -7.9% |
| RNG | Buy | RINGCENTRAL INCcl a | $412,739,000 | +14.2% | 1,503,000 | +18.6% | 6.43% | -7.9% |
| AMZN | Buy | AMAZON COM INC | $364,623,000 | +17.5% | 115,800 | +2.9% | 5.68% | -5.3% |
| OKTA | Buy | OKTA INCcl a | $334,038,000 | +9.4% | 1,562,019 | +2.4% | 5.20% | -11.8% |
| MSFT | Buy | MICROSOFT CORP | $314,443,000 | +9.9% | 1,495,000 | +6.4% | 4.90% | -11.3% |
| DOCU | Buy | DOCUSIGN INC | $181,878,000 | +57.6% | 845,000 | +26.1% | 2.83% | +27.1% |
| SNOW | New | SNOWFLAKE INCcl a | $181,225,000 | – | 722,012 | +100.0% | 2.82% | – |
| CRWD | Buy | CROWDSTRIKE HLDGS INCcl a | $134,591,000 | +198.2% | 980,130 | +117.8% | 2.10% | +140.5% |
| U | New | UNITY SOFTWARE INC | $87,280,000 | – | 1,000,000 | +100.0% | 1.36% | – |
| VSTA | New | VASTA PLATFORM LTDcl a | $15,430,000 | – | 1,000,000 | +100.0% | 0.24% | – |
| NCNO | New | NCINO INC | $14,004,000 | – | 175,750 | +100.0% | 0.22% | – |
| BIGC | New | BIGCOMMERCE HLDGS INC | $4,165,000 | – | 50,000 | +100.0% | 0.06% | – |
| SUMO | New | SUMO LOGIC INC | $1,417,000 | – | 65,000 | +100.0% | 0.02% | – |
| RXT | New | RACKSPACE TECHNOLOGY INC | $1,161,000 | – | 60,199 | +100.0% | 0.02% | – |
| BEKE | New | KE HLDGS INCsponsored ads | $956,000 | – | 15,592 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-11-16
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.