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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
Found :
13 |
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Page 1 of 1 |
Menu
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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 |
- |
$716.65 |
$698,012,000 |
988,000 |
15.59% |
145,760,000 |
0 |
0.506 |
Information Technolog... |
|
|
FB |
Meta Platforms Inc |
2 |
- |
$451.96 |
$615,182,000 |
1,738,000 |
13.74% |
93,417,000 |
0 |
0.072 |
Internet Service Prov... |
|
|
AMD |
Advanced Micro Devices Inc |
8 |
- |
$150.60 |
$207,258,000 |
1,406,000 |
4.63% |
62,693,000 |
0 |
0.117 |
Semiconductor- Broad... |
|
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CDNS |
Cadence Design Systems Inc |
10 |
- |
$281.63 |
$185,212,000 |
680,000 |
4.14% |
25,888,000 |
0 |
0.244 |
Technical & System So... |
|
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LRCX |
Lam Research Corp |
11 |
- |
$908.53 |
$184,066,000 |
235,000 |
4.11% |
36,775,000 |
0 |
0.163 |
Semiconductor Equipme... |
|
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NVDA |
NVIDIA Corporation |
12 |
- |
$887.89 |
$179,765,000 |
363,000 |
4.01% |
21,864,000 |
0 |
0.015 |
Semiconductor - Speci... |
|
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PANW |
Palo Alto Networks Inc |
14 |
- |
$296.21 |
$115,593,000 |
392,000 |
2.58% |
23,693,000 |
0 |
0.13 |
Networking & Communic... |
|
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SQ |
Square Inc |
15 |
- |
$69.47 |
$70,427,000 |
910,500 |
1.57% |
30,128,000 |
0 |
0.169 |
N/A |
|
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TSM |
Taiwan Semiconductor Mfg. C... |
17 |
- |
$141.56 |
$9,440,000 |
90,772 |
0.21% |
1,552,000 |
0 |
0.002 |
Semiconductor - Integ... |
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BZ |
Kanzhun Ltd |
18 |
- |
$20.40 |
$6,895,000 |
415,100 |
0.15% |
598,000 |
0 |
0.104 |
N/A |
|
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CART |
Maplebear Inc. |
19 |
- |
$36.70 |
$6,572,000 |
280,037 |
0.15% |
-1,742,000 |
0 |
0.101 |
N/A |
|
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FRSH |
Freshworks Inc. |
20 |
- |
$14.03 |
$3,524,000 |
150,000 |
0.08% |
536,000 |
0 |
0.093 |
N/A |
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ZI |
Zoominfo Technologies Inc. |
21 |
- |
$16.12 |
$925,000 |
50,000 |
0.02% |
105,000 |
0 |
0.012 |
N/A |
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