$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 57.1% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SE | Sell | SEA LTDsponsord ads | $130,869,521 | -45.2% | 2,254,816 | -18.3% | 3.08% | -53.0% |
| DASH | Sell | DOORDASH INCcl a | $110,680,614 | -50.7% | 1,448,320 | -59.0% | 2.61% | -57.7% |
| OKTA | Sell | OKTA INCcl a | $49,796,074 | -35.4% | 718,040 | -19.6% | 1.17% | -44.5% |
| Exit | GITLAB INC | $0 | – | -871,519 | -100.0% | -0.82% | – | |
| CRWD | Exit | CROWDSTRIKE HLDGS INCcl a | $0 | – | -355,000 | -100.0% | -1.34% | – |
| S | Exit | SENTINELONE INCcl a | $0 | – | -3,936,000 | -100.0% | -1.77% | – |
| UBER | Exit | UBER TECHNOLOGIES INC | $0 | – | -7,381,000 | -100.0% | -6.43% | – |
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.