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| Name: |
SCGE MANAGEMENT, L.P. |
| City: |
MENLO PARK |
| State: |
CA |
| Zip: |
94025 |
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| Holdings
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26 |
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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 |
- |
$721.95 |
$698,012,000 |
988,000 |
15.59% |
145,760,000 |
0 |
0.506 |
Information Technolog... |
|
|
FB |
Meta Platforms Inc |
2 |
- |
$481.73 |
$615,182,000 |
1,738,000 |
13.74% |
93,417,000 |
0 |
0.072 |
Internet Service Prov... |
|
|
MSFT |
Microsoft Corp |
3 |
- |
$400.96 |
$564,060,000 |
1,500,000 |
12.6% |
140,323,000 |
158,000 |
0.02 |
Application Software |
|
|
SHOP |
Shopify Inc |
4 |
- |
$70.55 |
$387,708,000 |
4,977,000 |
8.66% |
65,581,000 |
-926,000 |
0.418 |
N/A |
|
|
AMZN |
Amazon.com Inc |
5 |
- |
$177.23 |
$344,600,000 |
2,268,000 |
7.7% |
-44,116,000 |
-789,870 |
0.022 |
Internet Software & S... |
|
|
HUBS |
Hubspot Inc |
6 |
- |
$0.00 |
$280,981,000 |
484,000 |
6.27% |
59,848,000 |
35,000 |
1.055 |
N/A |
|
|
NU |
Nu Holdings Ord Shs Class A |
7 |
- |
$0.00 |
$279,055,000 |
33,500,000 |
6.23% |
53,994,000 |
2,457,169 |
0.967 |
N/A |
|
|
AMD |
Advanced Micro Devices Inc |
8 |
- |
$148.64 |
$207,258,000 |
1,406,000 |
4.63% |
62,693,000 |
0 |
0.117 |
Semiconductor- Broad... |
|
|
PDD |
Bloom Energy Corp |
9 |
- |
$124.14 |
$186,692,000 |
1,276,000 |
4.17% |
174,647,000 |
1,153,182 |
0.188 |
N/A |
|
|
CDNS |
Cadence Design Systems Inc |
10 |
- |
$285.02 |
$185,212,000 |
680,000 |
4.14% |
25,888,000 |
0 |
0.244 |
Technical & System So... |
|
|
LRCX |
Lam Research Corp |
11 |
- |
$868.07 |
$184,066,000 |
235,000 |
4.11% |
36,775,000 |
0 |
0.163 |
Semiconductor Equipme... |
|
|
NVDA |
NVIDIA Corporation |
12 |
- |
$795.18 |
$179,765,000 |
363,000 |
4.01% |
21,864,000 |
0 |
0.015 |
Semiconductor - Speci... |
|
|
CPNG |
Coupang, Inc. |
13 |
- |
$0.00 |
$140,092,000 |
8,653,000 |
3.13% |
43,977,000 |
2,999,182 |
0.562 |
N/A |
|
|
PANW |
Palo Alto Networks Inc |
14 |
- |
$281.68 |
$115,593,000 |
392,000 |
2.58% |
23,693,000 |
0 |
0.13 |
Networking & Communic... |
|
|
SQ |
Square Inc |
15 |
- |
$71.60 |
$70,427,000 |
910,500 |
1.57% |
30,128,000 |
0 |
0.169 |
N/A |
|
|
GLBE |
Global E Online Ord Shs |
16 |
- |
$32.68 |
$11,821,000 |
298,272 |
0.26% |
98,000 |
3,272 |
0.21 |
N/A |
|
|
TSM |
Taiwan Semiconductor Mfg. C... |
17 |
- |
$129.75 |
$9,440,000 |
90,772 |
0.21% |
1,552,000 |
0 |
0.002 |
Semiconductor - Integ... |
|
|
BZ |
Kanzhun Ltd |
18 |
- |
$18.28 |
$6,895,000 |
415,100 |
0.15% |
598,000 |
0 |
0.104 |
N/A |
|
|
CART |
Maplebear Inc. |
19 |
- |
$36.09 |
$6,572,000 |
280,037 |
0.15% |
-1,742,000 |
0 |
0.101 |
N/A |
|
|
FRSH |
Freshworks Inc. |
20 |
- |
$18.16 |
$3,524,000 |
150,000 |
0.08% |
536,000 |
0 |
0.093 |
N/A |
|
|
ZI |
Zoominfo Technologies Inc. |
21 |
- |
$15.66 |
$925,000 |
50,000 |
0.02% |
105,000 |
0 |
0.012 |
N/A |
|
|
TSLA |
Tesla Motors Inc |
23 |
Closed |
$142.05 |
$0 |
0 |
0% |
-72,564,000 |
-290,000 |
0 |
Auto Manufacturers |
|
|
DASH |
Doordash Inc |
22 |
Closed |
$127.27 |
$0 |
0 |
0% |
-10,593,000 |
-133,298 |
0 |
N/A |
|
|
SE |
Sea Limited |
26 |
Closed |
$59.43 |
$0 |
0 |
0% |
-99,099,000 |
-2,254,816 |
0 |
N/A |
|
|
AMAT |
Applied Materials Inc |
25 |
Closed |
$189.46 |
$0 |
0 |
0% |
-71,579,000 |
-517,000 |
0 |
Semiconductor Equipme... |
|
|
TWLO |
Twilio Inc |
24 |
Closed |
$58.61 |
$0 |
0 |
0% |
-50,810,000 |
-868,100 |
0 |
N/A |
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