Filed: 2/14/2023ACC: 0000905148-23-000259
📋 What this filing means
SCGE MANAGEMENT, L.P. filed this quarterly 13F‑HR report disclosing 24 equity positions with a total reported market value of $2.83B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
24
Positions
$2.83B
Total AUM (reported)
72.90M
Total Shares
Allocation by class
COM$1.44B51.0%
CL A$1.09B38.6%
SPONSORD ADS$143.60M5.1%
ORD SHS CL A$126.34M4.5%
SPONSORED ADS$18.47M0.7%
CLASS A COM$2.21M0.1%
COMMON STOCK$1.51M0.1%
Portfolio Concentration
Top 3$1.04B36.7%
4–10$1.14B40.3%
11–25$649.43M22.9%
Top 3 weight
36.7%
Top 10 weight
77.1%
Voting Authority Distribution
Total shares with voting rights: 72.90M
Sole
Full voting authority
72.90M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole24
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings24
Rows:
MICROSOFT CORP
SOLEShares1.60M
TypeSH
Market value$384.91M
13.60%
Sole
1.60M
Shared
0.00
None
0.00
SERVICENOW INC
SOLEShares935.10K
TypeSH
Market value$363.07M
12.83%
Sole
935.10K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares8.41M
TypeSH
Market value$291.81M
10.31%
Sole
8.41M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares2.85M
TypeSH
Market value$239.40M
8.46%
Sole
2.85M
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares3.53M
TypeSH
Market value$172.44M
6.09%
Sole
3.53M
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares6.27M
TypeSH
Market value$155.01M
5.48%
Sole
6.27M
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares1.47M
TypeSH
Market value$154.93M
5.47%
Sole
1.47M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares1.25M
TypeSH
Market value$149.82M
5.29%
Sole
1.25M
Shared
0.00
None
0.00
SEA LTD
SOLEShares2.76M
TypeSH
Market value$143.60M
5.07%
Sole
2.76M
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares31.04M
TypeSH
Market value$126.34M
4.46%
Sole
31.04M
Shared
0.00
None
0.00
HUBSPOT INC
SOLEShares402K
TypeSH
Market value$116.23M
4.11%
Sole
402K
Shared
0.00
None
0.00
SNOWFLAKE INC
SOLEShares722.01K
TypeSH
Market value$103.64M
3.66%
Sole
722.01K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares235K
TypeSH
Market value$98.77M
3.49%
Sole
235K
Shared
0.00
None
0.00
OKTA INC
SOLEShares893.50K
TypeSH
Market value$61.05M
2.16%
Sole
893.50K
Shared
0.00
None
0.00
COUPANG INC
SOLEShares4.09M
TypeSH
Market value$60.18M
2.13%
Sole
4.09M
Shared
0.00
None
0.00
SENTINELONE INC
SOLEShares3.94M
TypeSH
Market value$57.43M
2.03%
Sole
3.94M
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares517K
TypeSH
Market value$50.35M
1.78%
Sole
517K
Shared
0.00
None
0.00
TWILIO INC
SOLEShares868.10K
TypeSH
Market value$42.50M
1.50%
Sole
868.10K
Shared
0.00
None
0.00
ZSCALER INC
SOLEShares325K
TypeSH
Market value$36.37M
1.28%
Sole
325K
Shared
0.00
None
0.00
PINDUODUO INC
SOLEShares122.82K
TypeSH
Market value$10.02M
0.35%
Sole
122.82K
Shared
0.00
None
0.00
KANZHUN LIMITED
SOLEShares415.10K
TypeSH
Market value$8.46M
0.30%
Sole
415.10K
Shared
0.00
None
0.00
FRESHWORKS INC
SOLEShares150K
TypeSH
Market value$2.21M
0.08%
Sole
150K
Shared
0.00
None
0.00
ZOOMINFO TECHNOLOGIES INC
SOLEShares50K
TypeSH
Market value$1.51M
0.05%
Sole
50K
Shared
0.00
None
0.00
AMPLITUDE INC
SOLEShares60.38K
TypeSH
Market value$729.4K
0.03%
Sole
60.38K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
MICROSOFT CORPSOLE | COM | 1.60M | SH | $384.91M 13.60% | 1.60M | 0.00 | 0.00 |
SERVICENOW INCSOLE | COM | 935.10K | SH | $363.07M 12.83% | 935.10K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A | 8.41M | SH | $291.81M 10.31% | 8.41M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 2.85M | SH | $239.40M 8.46% | 2.85M | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 3.53M | SH | $172.44M 6.09% | 3.53M | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 6.27M | SH | $155.01M 5.48% | 6.27M | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 1.47M | SH | $154.93M 5.47% | 1.47M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 1.25M | SH | $149.82M 5.29% | 1.25M | 0.00 | 0.00 |
SEA LTDSOLE | SPONSORD ADS | 2.76M | SH | $143.60M 5.07% | 2.76M | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 31.04M | SH | $126.34M 4.46% | 31.04M | 0.00 | 0.00 |
HUBSPOT INCSOLE | COM | 402K | SH | $116.23M 4.11% | 402K | 0.00 | 0.00 |
SNOWFLAKE INCSOLE | CL A | 722.01K | SH | $103.64M 3.66% | 722.01K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM | 235K | SH | $98.77M 3.49% | 235K | 0.00 | 0.00 |
OKTA INCSOLE | CL A | 893.50K | SH | $61.05M 2.16% | 893.50K | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 4.09M | SH | $60.18M 2.13% | 4.09M | 0.00 | 0.00 |
SENTINELONE INCSOLE | CL A | 3.94M | SH | $57.43M 2.03% | 3.94M | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 517K | SH | $50.35M 1.78% | 517K | 0.00 | 0.00 |
TWILIO INCSOLE | CL A | 868.10K | SH | $42.50M 1.50% | 868.10K | 0.00 | 0.00 |
ZSCALER INCSOLE | COM | 325K | SH | $36.37M 1.28% | 325K | 0.00 | 0.00 |
PINDUODUO INCSOLE | SPONSORED ADS | 122.82K | SH | $10.02M 0.35% | 122.82K | 0.00 | 0.00 |
KANZHUN LIMITEDSOLE | SPONSORED ADS | 415.10K | SH | $8.46M 0.30% | 415.10K | 0.00 | 0.00 |
FRESHWORKS INCSOLE | CLASS A COM | 150K | SH | $2.21M 0.08% | 150K | 0.00 | 0.00 |
ZOOMINFO TECHNOLOGIES INCSOLE | COMMON STOCK | 50K | SH | $1.51M 0.05% | 50K | 0.00 | 0.00 |
AMPLITUDE INCSOLE | COM CL A | 60.38K | SH | $729.4K 0.03% | 60.38K | 0.00 | 0.00 |