Filed: 11/14/2023ACC: 0000905148-23-001442
📋 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 $3.85B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
26
Positions
$3.85B
Total AUM (reported)
59.63M
Total Shares
Allocation by class
COM$2.44B63.4%
CL A$1.04B27.1%
ORD SHS CL A$225.06M5.9%
SPONSORD ADS$99.10M2.6%
SPONSORED ADS$26.23M0.7%
SHS$11.72M0.3%
CLASS A COM$2.99M0.1%
Portfolio Concentration
Top 3$1.50B38.9%
4–10$1.62B42.2%
11–25$726.78M18.9%
Rest$820.0K0.0%
Top 3 weight
38.9%
Top 10 weight
81.1%
Voting Authority Distribution
Total shares with voting rights: 59.63M
Sole
Full voting authority
59.63M
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$552.25M
14.36%
Sole
988K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares1.74M
TypeSH
Market value$521.76M
13.56%
Sole
1.74M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares1.34M
TypeSH
Market value$423.74M
11.01%
Sole
1.34M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares3.06M
TypeSH
Market value$388.72M
10.10%
Sole
3.06M
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares5.90M
TypeSH
Market value$322.13M
8.37%
Sole
5.90M
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares31.04M
TypeSH
Market value$225.06M
5.85%
Sole
31.04M
Shared
0.00
None
0.00
HUBSPOT INC
SOLEShares449K
TypeSH
Market value$221.13M
5.75%
Sole
449K
Shared
0.00
None
0.00
CADENCE DESIGN SYSTEM INC
SOLEShares680K
TypeSH
Market value$159.32M
4.14%
Sole
680K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares363K
TypeSH
Market value$157.90M
4.10%
Sole
363K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares235K
TypeSH
Market value$147.29M
3.83%
Sole
235K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares1.41M
TypeSH
Market value$144.56M
3.76%
Sole
1.41M
Shared
0.00
None
0.00
SEA LTD
SOLEShares2.25M
TypeSH
Market value$99.10M
2.58%
Sole
2.25M
Shared
0.00
None
0.00
COUPANG INC
SOLEShares5.65M
TypeSH
Market value$96.11M
2.50%
Sole
5.65M
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares392K
TypeSH
Market value$91.90M
2.39%
Sole
392K
Shared
0.00
None
0.00
TESLA INC
SOLEShares290K
TypeSH
Market value$72.56M
1.89%
Sole
290K
Shared
0.00
None
0.00
APPLIED MATLS INC
SOLEShares517K
TypeSH
Market value$71.58M
1.86%
Sole
517K
Shared
0.00
None
0.00
TWILIO INC
SOLEShares868.10K
TypeSH
Market value$50.81M
1.32%
Sole
868.10K
Shared
0.00
None
0.00
BLOCK INC
SOLEShares910.50K
TypeSH
Market value$40.30M
1.05%
Sole
910.50K
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares122.82K
TypeSH
Market value$12.04M
0.31%
Sole
122.82K
Shared
0.00
None
0.00
GLOBAL E ONLINE LTD
SOLEShares295K
TypeSH
Market value$11.72M
0.30%
Sole
295K
Shared
0.00
None
0.00
DOORDASH INC
SOLEShares133.30K
TypeSH
Market value$10.59M
0.28%
Sole
133.30K
Shared
0.00
None
0.00
MAPLEBEAR INC
SOLEShares280.04K
TypeSH
Market value$8.31M
0.22%
Sole
280.04K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares90.77K
TypeSH
Market value$7.89M
0.21%
Sole
90.77K
Shared
0.00
None
0.00
KANZHUN LIMITED
SOLEShares415.10K
TypeSH
Market value$6.30M
0.16%
Sole
415.10K
Shared
0.00
None
0.00
FRESHWORKS INC
SOLEShares150K
TypeSH
Market value$2.99M
0.08%
Sole
150K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SERVICENOW INCSOLE | COM | 988K | SH | $552.25M 14.36% | 988K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 1.74M | SH | $521.76M 13.56% | 1.74M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.34M | SH | $423.74M 11.01% | 1.34M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 3.06M | SH | $388.72M 10.10% | 3.06M | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A | 5.90M | SH | $322.13M 8.37% | 5.90M | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 31.04M | SH | $225.06M 5.85% | 31.04M | 0.00 | 0.00 |
HUBSPOT INCSOLE | COM | 449K | SH | $221.13M 5.75% | 449K | 0.00 | 0.00 |
CADENCE DESIGN SYSTEM INCSOLE | COM | 680K | SH | $159.32M 4.14% | 680K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 363K | SH | $157.90M 4.10% | 363K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM | 235K | SH | $147.29M 3.83% | 235K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 1.41M | SH | $144.56M 3.76% | 1.41M | 0.00 | 0.00 |
SEA LTDSOLE | SPONSORD ADS | 2.25M | SH | $99.10M 2.58% | 2.25M | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 5.65M | SH | $96.11M 2.50% | 5.65M | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 392K | SH | $91.90M 2.39% | 392K | 0.00 | 0.00 |
TESLA INCSOLE | COM | 290K | SH | $72.56M 1.89% | 290K | 0.00 | 0.00 |
APPLIED MATLS INCSOLE | COM | 517K | SH | $71.58M 1.86% | 517K | 0.00 | 0.00 |
TWILIO INCSOLE | CL A | 868.10K | SH | $50.81M 1.32% | 868.10K | 0.00 | 0.00 |
BLOCK INCSOLE | CL A | 910.50K | SH | $40.30M 1.05% | 910.50K | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 122.82K | SH | $12.04M 0.31% | 122.82K | 0.00 | 0.00 |
GLOBAL E ONLINE LTDSOLE | SHS | 295K | SH | $11.72M 0.30% | 295K | 0.00 | 0.00 |
DOORDASH INCSOLE | CL A | 133.30K | SH | $10.59M 0.28% | 133.30K | 0.00 | 0.00 |
MAPLEBEAR INCSOLE | COM | 280.04K | SH | $8.31M 0.22% | 280.04K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 90.77K | SH | $7.89M 0.21% | 90.77K | 0.00 | 0.00 |
KANZHUN LIMITEDSOLE | SPONSORED ADS | 415.10K | SH | $6.30M 0.16% | 415.10K | 0.00 | 0.00 |
FRESHWORKS INCSOLE | CLASS A COM | 150K | SH | $2.99M 0.08% | 150K | 0.00 | 0.00 |
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