$2.83 Billion is the total value of SCGE MANAGEMENT, L.P.'s 24 reported holdings in Q4 2022. The portfolio turnover from Q3 2022 to Q4 2022 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
UBER | New | UBER TECHNOLOGIES INC | $155,007,640 | – | 6,268,000 | +100.0% | 5.48% | – |
FB | New | META PLATFORMS INCcl a | $149,823,300 | – | 1,245,000 | +100.0% | 5.29% | – |
AMAT | New | APPLIED MATLS INC | $50,345,460 | – | 517,000 | +100.0% | 1.78% | – |
PDD | New | PINDUODUO INCsponsored ads | $10,015,808 | – | 122,818 | +100.0% | 0.35% | – |
BZ | New | KANZHUN LIMITEDsponsored ads | $8,455,587 | – | 415,100 | +100.0% | 0.30% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-02-14
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.