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| Name: |
SCGE MANAGEMENT, L.P. |
| City: |
MENLO PARK |
| State: |
CA |
| Zip: |
94025 |
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data |
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| Holdings
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22 |
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Menu
 |
Ticker |
Company Name |
Position
Rank |
New/Closed
Postion |
Last
Close |
Value |
Shares Held |
% of
Portfolio |
Value
Change |
Change In
Shares Held |
% of Company |
Industry |
|
NOW |
Servicenow, Inc. |
1 |
- |
$738.51 |
$753,251,000 |
988,000 |
14.27% |
55,239,000 |
0 |
0.506 |
Information Technolog... |
|
|
FB |
Meta Platforms Inc |
2 |
- |
$478.22 |
$690,980,000 |
1,423,000 |
13.09% |
75,798,000 |
-315,000 |
0.059 |
Internet Service Prov... |
|
|
MSFT |
Microsoft Corp |
3 |
- |
$430.16 |
$631,080,000 |
1,500,000 |
11.95% |
67,020,000 |
0 |
0.02 |
Application Software |
|
|
NVDA |
NVIDIA Corporation |
4 |
- |
$1,064.69 |
$485,212,000 |
537,000 |
9.19% |
305,447,000 |
174,000 |
0.022 |
Semiconductor - Speci... |
|
|
SHOP |
Shopify Inc |
5 |
- |
$56.97 |
$409,155,000 |
5,302,000 |
7.75% |
21,447,000 |
325,000 |
0.446 |
N/A |
|
|
AMZN |
Amazon.com Inc |
6 |
- |
$180.75 |
$409,102,000 |
2,268,000 |
7.75% |
64,502,000 |
0 |
0.022 |
Internet Software & S... |
|
|
NU |
Nu Holdings Ord Shs Class A |
7 |
- |
$0.00 |
$399,655,000 |
33,500,000 |
7.57% |
120,600,000 |
0 |
0.967 |
N/A |
|
|
HUBS |
Hubspot Inc |
8 |
- |
$0.00 |
$303,255,000 |
484,000 |
5.74% |
22,274,000 |
0 |
1.055 |
N/A |
|
|
AMD |
Advanced Micro Devices Inc |
9 |
- |
$166.36 |
$253,769,000 |
1,406,000 |
4.81% |
46,511,000 |
0 |
0.117 |
Semiconductor- Broad... |
|
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LRCX |
Lam Research Corp |
10 |
- |
$970.57 |
$228,319,000 |
235,000 |
4.32% |
44,253,000 |
0 |
0.163 |
Semiconductor Equipme... |
|
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CPNG |
Coupang, Inc. |
11 |
- |
$0.00 |
$153,937,000 |
8,653,000 |
2.92% |
13,845,000 |
0 |
0.562 |
N/A |
|
|
PDD |
Bloom Energy Corp |
12 |
- |
$157.57 |
$148,335,000 |
1,276,000 |
2.81% |
-38,357,000 |
0 |
0.188 |
N/A |
|
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CDNS |
Cadence Design Systems Inc |
13 |
- |
$294.28 |
$118,286,000 |
380,000 |
2.24% |
-66,926,000 |
-300,000 |
0.136 |
Technical & System So... |
|
|
PANW |
Palo Alto Networks Inc |
14 |
- |
$321.60 |
$111,379,000 |
392,000 |
2.11% |
-4,214,000 |
0 |
0.13 |
Networking & Communic... |
|
|
SQ |
Square Inc |
15 |
- |
$66.34 |
$77,010,000 |
910,500 |
1.46% |
6,583,000 |
0 |
0.169 |
N/A |
|
|
FTNT |
Fortinet Inc |
16 |
New |
$61.35 |
$51,437,000 |
753,000 |
0.97% |
51,437,000 |
753,000 |
0.095 |
Computer Peripherals |
|
|
GLBE |
Global E Online Ord Shs |
17 |
- |
$29.42 |
$32,715,000 |
900,000 |
0.62% |
20,894,000 |
601,728 |
0.633 |
N/A |
|
|
TSM |
Taiwan Semiconductor Mfg. C... |
18 |
- |
$160.00 |
$12,350,000 |
90,772 |
0.23% |
2,910,000 |
0 |
0.002 |
Semiconductor - Integ... |
|
|
CART |
Maplebear Inc. |
19 |
- |
$32.37 |
$10,443,000 |
280,037 |
0.2% |
3,871,000 |
0 |
0.101 |
N/A |
|
|
BZ |
Kanzhun Ltd |
20 |
Closed |
$21.21 |
$0 |
0 |
0% |
-6,895,000 |
-415,100 |
0 |
N/A |
|
|
ZI |
Zoominfo Technologies Inc. |
22 |
Closed |
$12.95 |
$0 |
0 |
0% |
-925,000 |
-50,000 |
0 |
N/A |
|
|
FRSH |
Freshworks Inc. |
21 |
Closed |
$13.24 |
$0 |
0 |
0% |
-3,524,000 |
-150,000 |
0 |
N/A |
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