Filed: 8/14/2023ACC: 0000905148-23-000735
📋 What this filing means
SCGE MANAGEMENT, L.P. filed this quarterly 13F‑HR report disclosing 26 equity positions with a total reported market value of $4.24B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
26
Positions
$4.24B
Total AUM (reported)
63.62M
Total Shares
Allocation by class
COM$2.41B56.7%
CL A$1.42B33.5%
ORD SHS CL A$244.93M5.8%
SPONSORD ADS$130.87M3.1%
SPONSORED ADS$23.90M0.6%
SHS$12.08M0.3%
CLASS A COM$2.64M0.1%
Portfolio Concentration
Top 3$1.60B37.8%
4–10$1.74B41.1%
11–25$894.81M21.1%
Rest$1.27M0.0%
Top 3 weight
37.8%
Top 10 weight
78.9%
Voting Authority Distribution
Total shares with voting rights: 63.62M
Sole
Full voting authority
63.62M
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)
Sole26
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings26
Rows:
SERVICENOW INC
SOLEShares988K
TypeSH
Market value$555.23M
13.09%
Sole
988K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares8.49M
TypeSH
Market value$548.23M
12.92%
Sole
8.49M
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares1.74M
TypeSH
Market value$498.77M
11.76%
Sole
1.74M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares1.19M
TypeSH
Market value$405.58M
9.56%
Sole
1.19M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares3.11M
TypeSH
Market value$404.90M
9.54%
Sole
3.11M
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares31.04M
TypeSH
Market value$244.93M
5.77%
Sole
31.04M
Shared
0.00
None
0.00
HUBSPOT INC
SOLEShares405.45K
TypeSH
Market value$215.74M
5.09%
Sole
405.45K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares1.41M
TypeSH
Market value$160.16M
3.77%
Sole
1.41M
Shared
0.00
None
0.00
CADENCE DESIGN SYSTEM INC
SOLEShares680K
TypeSH
Market value$159.47M
3.76%
Sole
680K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares363K
TypeSH
Market value$153.56M
3.62%
Sole
363K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares235K
TypeSH
Market value$151.07M
3.56%
Sole
235K
Shared
0.00
None
0.00
SEA LTD
SOLEShares2.25M
TypeSH
Market value$130.87M
3.08%
Sole
2.25M
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares1.45M
TypeSH
Market value$110.68M
2.61%
Sole
1.45M
Shared
0.00
None
0.00
COUPANG INC
SOLEShares5.65M
TypeSH
Market value$98.38M
2.32%
Sole
5.65M
Shared
0.00
None
0.00
TESLA INC
SOLEShares290K
TypeSH
Market value$75.91M
1.79%
Sole
290K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares517K
TypeSH
Market value$74.73M
1.76%
Sole
517K
Shared
0.00
None
0.00
BLOCK INC
SOLEShares910.50K
TypeSH
Market value$60.61M
1.43%
Sole
910.50K
Shared
0.00
None
0.00
TWILIO INC
SOLEShares868.10K
TypeSH
Market value$55.23M
1.30%
Sole
868.10K
Shared
0.00
None
0.00
OKTA INC
SOLEShares718.04K
TypeSH
Market value$49.80M
1.17%
Sole
718.04K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares191.47K
TypeSH
Market value$48.92M
1.15%
Sole
191.47K
Shared
0.00
None
0.00
GLOBAL E ONLINE LTD
SOLEShares295K
TypeSH
Market value$12.08M
0.28%
Sole
295K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares90.77K
TypeSH
Market value$9.16M
0.22%
Sole
90.77K
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares122.82K
TypeSH
Market value$8.49M
0.20%
Sole
122.82K
Shared
0.00
None
0.00
KANZHUN LIMITED
SOLEShares415.10K
TypeSH
Market value$6.25M
0.15%
Sole
415.10K
Shared
0.00
None
0.00
FRESHWORKS INC
SOLEShares150K
TypeSH
Market value$2.64M
0.06%
Sole
150K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SERVICENOW INCSOLE | COM | 988K | SH | $555.23M 13.09% | 988K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A | 8.49M | SH | $548.23M 12.92% | 8.49M | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 1.74M | SH | $498.77M 11.76% | 1.74M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.19M | SH | $405.58M 9.56% | 1.19M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 3.11M | SH | $404.90M 9.54% | 3.11M | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 31.04M | SH | $244.93M 5.77% | 31.04M | 0.00 | 0.00 |
HUBSPOT INCSOLE | COM | 405.45K | SH | $215.74M 5.09% | 405.45K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 1.41M | SH | $160.16M 3.77% | 1.41M | 0.00 | 0.00 |
CADENCE DESIGN SYSTEM INCSOLE | COM | 680K | SH | $159.47M 3.76% | 680K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 363K | SH | $153.56M 3.62% | 363K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM | 235K | SH | $151.07M 3.56% | 235K | 0.00 | 0.00 |
SEA LTDSOLE | SPONSORD ADS | 2.25M | SH | $130.87M 3.08% | 2.25M | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 1.45M | SH | $110.68M 2.61% | 1.45M | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 5.65M | SH | $98.38M 2.32% | 5.65M | 0.00 | 0.00 |
TESLA INCSOLE | COM | 290K | SH | $75.91M 1.79% | 290K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 517K | SH | $74.73M 1.76% | 517K | 0.00 | 0.00 |
BLOCK INCSOLE | CL A | 910.50K | SH | $60.61M 1.43% | 910.50K | 0.00 | 0.00 |
TWILIO INCSOLE | CL A | 868.10K | SH | $55.23M 1.30% | 868.10K | 0.00 | 0.00 |
OKTA INCSOLE | CL A | 718.04K | SH | $49.80M 1.17% | 718.04K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 191.47K | SH | $48.92M 1.15% | 191.47K | 0.00 | 0.00 |
GLOBAL E ONLINE LTDSOLE | SHS | 295K | SH | $12.08M 0.28% | 295K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 90.77K | SH | $9.16M 0.22% | 90.77K | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 122.82K | SH | $8.49M 0.20% | 122.82K | 0.00 | 0.00 |
KANZHUN LIMITEDSOLE | SPONSORED ADS | 415.10K | SH | $6.25M 0.15% | 415.10K | 0.00 | 0.00 |
FRESHWORKS INCSOLE | CLASS A COM | 150K | SH | $2.64M 0.06% | 150K | 0.00 | 0.00 |
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