$4.24 Billion is the total value of SCGE MANAGEMENT, L.P.'s 26 reported holdings in Q2 2023. The portfolio turnover from Q1 2023 to Q2 2023 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SHOP | Buy | SHOPIFY INCcl a | $548,227,319 | +36.0% | 8,486,491 | +0.9% | 12.92% | +16.8% |
| FB | Buy | META PLATFORMS INCcl a | $498,771,240 | +43.8% | 1,738,000 | +6.2% | 11.76% | +23.4% |
| AMZN | Buy | AMAZON COM INC | $404,898,160 | +37.5% | 3,106,000 | +9.0% | 9.54% | +18.1% |
| HUBS | Buy | HUBSPOT INC | $215,738,551 | +25.2% | 405,455 | +0.9% | 5.08% | +7.4% |
| AMD | New | ADVANCED MICRO DEVICES INC | $160,157,460 | – | 1,406,000 | +100.0% | 3.78% | – |
| CDNS | Buy | CADENCE DESIGN SYSTEM INC | $159,473,600 | +106.9% | 680,000 | +85.3% | 3.76% | +77.6% |
| NVDA | New | NVIDIA CORPORATION | $153,556,260 | – | 363,000 | +100.0% | 3.62% | – |
| PANW | New | PALO ALTO NETWORKS INC | $48,923,777 | – | 191,475 | +100.0% | 1.15% | – |
| GLBE | New | GLOBAL E ONLINE LTD | $12,077,300 | – | 295,000 | +100.0% | 0.28% | – |
| TSM | New | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $9,160,710 | – | 90,772 | +100.0% | 0.22% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-08-14
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 | 2024-05-15 |
| 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 |
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.