| |
|
|
| Name: |
SCGE MANAGEMENT, L.P. |
| City: |
MENLO PARK |
| State: |
CA |
| Zip: |
94025 |
| |
|
|
| Achive
data |
| View
Filing Period: |
|
|
|
|
|
|
 |
Download |
|
|
| |
| |
|
Free Registration Required For Full Results
|
|
|
| Holdings
Found :
13 |
|
View All Holdings |
Currently
Viewing:
Unchanged Positions |
|
|
Page 1 of 1 |
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 |
- |
$728.58 |
$753,251,000 |
988,000 |
14.27% |
55,239,000 |
0 |
0.506 |
Information Technolog... |
|
|
MSFT |
Microsoft Corp |
3 |
- |
$442.57 |
$631,080,000 |
1,500,000 |
11.95% |
67,020,000 |
0 |
0.02 |
Application Software |
|
|
AMZN |
Amazon.com Inc |
6 |
- |
$183.66 |
$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 |
- |
$159.63 |
$253,769,000 |
1,406,000 |
4.81% |
46,511,000 |
0 |
0.117 |
Semiconductor- Broad... |
|
|
LRCX |
Lam Research Corp |
10 |
- |
$1,035.98 |
$228,319,000 |
235,000 |
4.32% |
44,253,000 |
0 |
0.163 |
Semiconductor Equipme... |
|
|
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 |
- |
$148.98 |
$148,335,000 |
1,276,000 |
2.81% |
-38,357,000 |
0 |
0.188 |
N/A |
|
|
PANW |
Palo Alto Networks Inc |
14 |
- |
$317.31 |
$111,379,000 |
392,000 |
2.11% |
-4,214,000 |
0 |
0.13 |
Networking & Communic... |
|
|
SQ |
Square Inc |
15 |
- |
$62.15 |
$77,010,000 |
910,500 |
1.46% |
6,583,000 |
0 |
0.169 |
N/A |
|
|
TSM |
Taiwan Semiconductor Mfg. C... |
18 |
- |
$172.51 |
$12,350,000 |
90,772 |
0.23% |
2,910,000 |
0 |
0.002 |
Semiconductor - Integ... |
|
|
CART |
Maplebear Inc. |
19 |
- |
$32.64 |
$10,443,000 |
280,037 |
0.2% |
3,871,000 |
0 |
0.101 |
N/A |
|
