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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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23 |
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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 |
|
META |
Meta Platforms Inc |
1 |
- |
$733.63 |
$557,916,000 |
968,000 |
16.08% |
-152,893,000 |
-246,000 |
0.04 |
Internet Service Prov... |
|
|
NOW |
Servicenow, Inc. |
2 |
- |
$1,022.42 |
$346,321,000 |
435,000 |
9.98% |
-701,078,000 |
-553,000 |
0.223 |
Information Technolog... |
|
|
SHOP |
Shopify Inc |
3 |
- |
$113.65 |
$323,295,000 |
3,386,000 |
9.32% |
-68,212,000 |
-296,000 |
0.285 |
N/A |
|
|
PANW |
Palo Alto Networks Inc |
4 |
- |
$200.57 |
$321,656,000 |
1,885,000 |
9.27% |
58,178,000 |
437,000 |
0.627 |
Networking & Communic... |
|
|
AMZN |
Amazon.com Inc |
5 |
- |
$223.30 |
$321,539,000 |
1,690,000 |
9.26% |
-121,190,000 |
-328,000 |
0.017 |
Internet Software & S... |
|
|
SE |
Sea Limited |
6 |
- |
$159.31 |
$281,858,000 |
2,160,000 |
8.12% |
185,413,000 |
1,251,000 |
0.644 |
N/A |
|
|
NVDA |
NVIDIA Corporation |
7 |
- |
$157.75 |
$253,176,000 |
2,336,000 |
7.29% |
-140,831,000 |
-598,000 |
0.01 |
Semiconductor - Speci... |
|
|
TEAM |
Atlassian Corporation Plc |
8 |
- |
$202.32 |
$211,361,000 |
996,000 |
6.09% |
4,245,000 |
145,000 |
0.664 |
N/A |
|
|
AVGO |
Broadcom Limited |
9 |
- |
$269.35 |
$202,088,000 |
1,207,000 |
5.82% |
-57,573,000 |
87,000 |
0.026 |
Semiconductor- Broad... |
|
|
CPNG |
Coupang, Inc. |
10 |
- |
$0.00 |
$170,330,000 |
7,767,000 |
4.91% |
-26,061,000 |
-1,168,000 |
0.504 |
N/A |
|
|
RDDT |
Reddit, Inc. |
11 |
- |
$143.01 |
$169,099,000 |
1,612,000 |
4.87% |
49,951,000 |
883,000 |
1.343 |
N/A |
|
|
TSM |
Taiwan Semiconductor Mfg. C... |
12 |
- |
$228.57 |
$132,966,000 |
801,000 |
3.83% |
27,704,000 |
268,000 |
0.015 |
Semiconductor - Integ... |
|
|
TTAN |
Servicetitan, Inc. |
13 |
- |
$107.93 |
$116,917,000 |
1,229,285 |
3.37% |
-9,540,000 |
0 |
1.606 |
N/A |
|
|
NU |
Nu Holdings Ord Shs Class A |
14 |
- |
$0.00 |
$50,959,000 |
4,976,507 |
1.47% |
-38,634,000 |
-3,671,493 |
0.144 |
N/A |
|
|
CART |
Maplebear Inc. |
15 |
- |
$44.86 |
$11,171,000 |
280,037 |
0.32% |
-428,000 |
0 |
0.101 |
N/A |
|
|
NFLX |
Netflix Inc |
23 |
Closed |
$1,323.12 |
$0 |
0 |
0% |
-98,045,000 |
-110,000 |
0 |
Music & Video Stores |
|
|
MSFT |
Microsoft Corp |
22 |
Closed |
$495.94 |
$0 |
0 |
0% |
-104,954,000 |
-249,000 |
0 |
Application Software |
|
|
CVNA |
Carvana Co. |
20 |
Closed |
$319.26 |
$0 |
0 |
0% |
-201,123,000 |
-989,000 |
0 |
N/A |
|
|
CRWD |
Crowdstrike Holdings, Inc. |
21 |
Closed |
$499.33 |
$0 |
0 |
0% |
-87,251,000 |
-255,000 |
0 |
N/A |
|
|
HUBS |
Hubspot Inc |
19 |
Closed |
$0.00 |
$0 |
0 |
0% |
-191,612,000 |
-275,000 |
0 |
N/A |
|
|
MELI |
Mercadolibre Inc |
18 |
Closed |
$2,560.05 |
$0 |
0 |
0% |
-64,617,000 |
-38,000 |
0 |
Business Services |
|
|
MNDY |
Mondaycom Ord Shs |
17 |
Closed |
$307.96 |
$0 |
0 |
0% |
-50,643,000 |
-215,100 |
0 |
N/A |
|
|
FICO |
Fair Isaac Corp |
16 |
Closed |
$1,816.26 |
$0 |
0 |
0% |
-149,320,000 |
-75,000 |
0 |
Business Services |
|
