Filed: 5/15/2023ACC: 0000905148-23-000444
📋 What this filing means
SCGE MANAGEMENT, L.P. filed this quarterly 13F‑HR report disclosing 25 equity positions with a total reported market value of $3.64B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
25
Positions
$3.64B
Total AUM (reported)
75.83M
Total Shares
Allocation by class
COM$1.83B50.2%
CL A$1.38B37.8%
SPONSORD ADS$238.88M6.6%
ORD SHS CL A$147.76M4.1%
CLASS A COM$32.19M0.9%
SPONSORED ADS$17.22M0.5%
COMMON STOCK$1.24M0.0%
Portfolio Concentration
Top 3$1.21B33.2%
4–10$1.66B45.5%
11–25$776.97M21.3%
Top 3 weight
33.2%
Top 10 weight
78.7%
Voting Authority Distribution
Total shares with voting rights: 75.83M
Sole
Full voting authority
75.83M
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)
Sole25
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings25
Rows:
SERVICENOW INC
SOLEShares988K
TypeSH
Market value$459.14M
12.61%
Sole
988K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares8.41M
TypeSH
Market value$403.03M
11.07%
Sole
8.41M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares1.64M
TypeSH
Market value$346.95M
9.53%
Sole
1.64M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares1.19M
TypeSH
Market value$343.37M
9.43%
Sole
1.19M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares2.85M
TypeSH
Market value$294.38M
8.08%
Sole
2.85M
Shared
0.00
None
0.00
SEA LTD
SOLEShares2.76M
TypeSH
Market value$238.88M
6.56%
Sole
2.76M
Shared
0.00
None
0.00
UBER TECHNOLOGIES INC
SOLEShares7.38M
TypeSH
Market value$233.98M
6.43%
Sole
7.38M
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares3.53M
TypeSH
Market value$224.50M
6.17%
Sole
3.53M
Shared
0.00
None
0.00
HUBSPOT INC
SOLEShares402K
TypeSH
Market value$172.36M
4.73%
Sole
402K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares31.04M
TypeSH
Market value$147.76M
4.06%
Sole
31.04M
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares235K
TypeSH
Market value$124.58M
3.42%
Sole
235K
Shared
0.00
None
0.00
COUPANG INC
SOLEShares5.65M
TypeSH
Market value$90.46M
2.48%
Sole
5.65M
Shared
0.00
None
0.00
CADENCE DESIGN SYSTEM INC
SOLEShares366.96K
TypeSH
Market value$77.09M
2.12%
Sole
366.96K
Shared
0.00
None
0.00
OKTA INC
SOLEShares893.50K
TypeSH
Market value$77.06M
2.12%
Sole
893.50K
Shared
0.00
None
0.00
SENTINELONE INC
SOLEShares3.94M
TypeSH
Market value$64.39M
1.77%
Sole
3.94M
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares517K
TypeSH
Market value$63.50M
1.74%
Sole
517K
Shared
0.00
None
0.00
BLOCK INC
SOLEShares910.50K
TypeSH
Market value$62.51M
1.72%
Sole
910.50K
Shared
0.00
None
0.00
TESLA INC
SOLEShares290K
TypeSH
Market value$60.16M
1.65%
Sole
290K
Shared
0.00
None
0.00
TWILIO INC
SOLEShares868.10K
TypeSH
Market value$57.84M
1.59%
Sole
868.10K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares355K
TypeSH
Market value$48.73M
1.34%
Sole
355K
Shared
0.00
None
0.00
GITLAB INC
SOLEShares871.52K
TypeSH
Market value$29.88M
0.82%
Sole
871.52K
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares122.82K
TypeSH
Market value$9.32M
0.26%
Sole
122.82K
Shared
0.00
None
0.00
KANZHUN LIMITED
SOLEShares415.10K
TypeSH
Market value$7.90M
0.22%
Sole
415.10K
Shared
0.00
None
0.00
FRESHWORKS INC
SOLEShares150K
TypeSH
Market value$2.30M
0.06%
Sole
150K
Shared
0.00
None
0.00
ZOOMINFO TECHNOLOGIES INC
SOLEShares50K
TypeSH
Market value$1.24M
0.03%
Sole
50K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SERVICENOW INCSOLE | COM | 988K | SH | $459.14M 12.61% | 988K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A | 8.41M | SH | $403.03M 11.07% | 8.41M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 1.64M | SH | $346.95M 9.53% | 1.64M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.19M | SH | $343.37M 9.43% | 1.19M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 2.85M | SH | $294.38M 8.08% | 2.85M | 0.00 | 0.00 |
SEA LTDSOLE | SPONSORD ADS | 2.76M | SH | $238.88M 6.56% | 2.76M | 0.00 | 0.00 |
UBER TECHNOLOGIES INCSOLE | COM | 7.38M | SH | $233.98M 6.43% | 7.38M | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 3.53M | SH | $224.50M 6.17% | 3.53M | 0.00 | 0.00 |
HUBSPOT INCSOLE | COM | 402K | SH | $172.36M 4.73% | 402K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 31.04M | SH | $147.76M 4.06% | 31.04M | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM | 235K | SH | $124.58M 3.42% | 235K | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 5.65M | SH | $90.46M 2.48% | 5.65M | 0.00 | 0.00 |
CADENCE DESIGN SYSTEM INCSOLE | COM | 366.96K | SH | $77.09M 2.12% | 366.96K | 0.00 | 0.00 |
OKTA INCSOLE | CL A | 893.50K | SH | $77.06M 2.12% | 893.50K | 0.00 | 0.00 |
SENTINELONE INCSOLE | CL A | 3.94M | SH | $64.39M 1.77% | 3.94M | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 517K | SH | $63.50M 1.74% | 517K | 0.00 | 0.00 |
BLOCK INCSOLE | CL A | 910.50K | SH | $62.51M 1.72% | 910.50K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 290K | SH | $60.16M 1.65% | 290K | 0.00 | 0.00 |
TWILIO INCSOLE | CL A | 868.10K | SH | $57.84M 1.59% | 868.10K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 355K | SH | $48.73M 1.34% | 355K | 0.00 | 0.00 |
GITLAB INCSOLE | CLASS A COM | 871.52K | SH | $29.88M 0.82% | 871.52K | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 122.82K | SH | $9.32M 0.26% | 122.82K | 0.00 | 0.00 |
KANZHUN LIMITEDSOLE | SPONSORED ADS | 415.10K | SH | $7.90M 0.22% | 415.10K | 0.00 | 0.00 |
FRESHWORKS INCSOLE | CLASS A COM | 150K | SH | $2.30M 0.06% | 150K | 0.00 | 0.00 |
ZOOMINFO TECHNOLOGIES INCSOLE | COMMON STOCK | 50K | SH | $1.24M 0.03% | 50K | 0.00 | 0.00 |