$8.91 Billion is the total value of SCGE MANAGEMENT, L.P.'s 37 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 350.0% .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
CPNG | New | COUPANG INCcl a | $705,380,000 | – | 14,293,407 | +100.0% | 7.92% | – |
OKTA | Buy | OKTA INCcl a | $393,908,000 | -0.8% | 1,787,000 | +14.4% | 4.42% | -4.3% |
DOCU | Buy | DOCUSIGN INC | $254,075,000 | +9.4% | 1,255,000 | +20.1% | 2.85% | +5.6% |
AMAT | New | APPLIED MATLS INC | $95,524,000 | – | 715,000 | +100.0% | 1.07% | – |
LRCX | New | LAM RESEARCH CORP | $89,286,000 | – | 150,000 | +100.0% | 1.00% | – |
AFRM | New | AFFIRM HLDGS INC | $1,414,000 | – | 20,000 | +100.0% | 0.02% | – |
XM | New | QUALTRICS INTL INC | $1,316,000 | – | 40,000 | +100.0% | 0.02% | – |
OSCR | New | OSCAR HEALTH INCcl a | $1,075,000 | – | 40,000 | +100.0% | 0.01% | – |
ZH | New | ZHIHU INCads | $81,000 | – | 10,000 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-05-17
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.