Filed: 2/14/2024ACC: 0000905148-24-000691
📋 What this filing means
SCGE MANAGEMENT, L.P. filed this quarterly 13F‑HR report disclosing 21 equity positions with a total reported market value of $4.48B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
21
Positions
$4.48B
Total AUM (reported)
60.65M
Total Shares
Allocation by class
COM$2.77B61.8%
CL A$1.21B27.1%
ORD SHS CL A$279.06M6.2%
SPONSORED ADS$203.03M4.5%
SHS$11.82M0.3%
CLASS A COM$3.52M0.1%
COMMON STOCK$924.5K0.0%
Portfolio Concentration
Top 3$1.88B41.9%
4–10$1.87B41.8%
11–25$729.12M16.3%
Top 3 weight
41.9%
Top 10 weight
83.7%
Voting Authority Distribution
Total shares with voting rights: 60.65M
Sole
Full voting authority
60.65M
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)
Sole21
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings21
Rows:
SERVICENOW INC
SOLEShares988K
TypeSH
Market value$698.01M
15.59%
Sole
988K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares1.74M
TypeSH
Market value$615.18M
13.74%
Sole
1.74M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares1.50M
TypeSH
Market value$564.06M
12.60%
Sole
1.50M
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares4.98M
TypeSH
Market value$387.71M
8.66%
Sole
4.98M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares2.27M
TypeSH
Market value$344.60M
7.70%
Sole
2.27M
Shared
0.00
None
0.00
HUBSPOT INC
SOLEShares484K
TypeSH
Market value$280.98M
6.27%
Sole
484K
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares33.50M
TypeSH
Market value$279.06M
6.23%
Sole
33.50M
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares1.41M
TypeSH
Market value$207.26M
4.63%
Sole
1.41M
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares1.28M
TypeSH
Market value$186.69M
4.17%
Sole
1.28M
Shared
0.00
None
0.00
CADENCE DESIGN SYSTEM INC
SOLEShares680K
TypeSH
Market value$185.21M
4.14%
Sole
680K
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares235K
TypeSH
Market value$184.07M
4.11%
Sole
235K
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares363K
TypeSH
Market value$179.76M
4.01%
Sole
363K
Shared
0.00
None
0.00
COUPANG INC
SOLEShares8.65M
TypeSH
Market value$140.09M
3.13%
Sole
8.65M
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares392K
TypeSH
Market value$115.59M
2.58%
Sole
392K
Shared
0.00
None
0.00
BLOCK INC
SOLEShares910.50K
TypeSH
Market value$70.43M
1.57%
Sole
910.50K
Shared
0.00
None
0.00
GLOBAL E ONLINE LTD
SOLEShares298.27K
TypeSH
Market value$11.82M
0.26%
Sole
298.27K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares90.77K
TypeSH
Market value$9.44M
0.21%
Sole
90.77K
Shared
0.00
None
0.00
KANZHUN LIMITED
SOLEShares415.10K
TypeSH
Market value$6.89M
0.15%
Sole
415.10K
Shared
0.00
None
0.00
MAPLEBEAR INC
SOLEShares280.04K
TypeSH
Market value$6.57M
0.15%
Sole
280.04K
Shared
0.00
None
0.00
FRESHWORKS INC
SOLEShares150K
TypeSH
Market value$3.52M
0.08%
Sole
150K
Shared
0.00
None
0.00
ZOOMINFO TECHNOLOGIES INC
SOLEShares50K
TypeSH
Market value$924.5K
0.02%
Sole
50K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SERVICENOW INCSOLE | COM | 988K | SH | $698.01M 15.59% | 988K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 1.74M | SH | $615.18M 13.74% | 1.74M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.50M | SH | $564.06M 12.60% | 1.50M | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A | 4.98M | SH | $387.71M 8.66% | 4.98M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 2.27M | SH | $344.60M 7.70% | 2.27M | 0.00 | 0.00 |
HUBSPOT INCSOLE | COM | 484K | SH | $280.98M 6.27% | 484K | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 33.50M | SH | $279.06M 6.23% | 33.50M | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 1.41M | SH | $207.26M 4.63% | 1.41M | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 1.28M | SH | $186.69M 4.17% | 1.28M | 0.00 | 0.00 |
CADENCE DESIGN SYSTEM INCSOLE | COM | 680K | SH | $185.21M 4.14% | 680K | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM | 235K | SH | $184.07M 4.11% | 235K | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 363K | SH | $179.76M 4.01% | 363K | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 8.65M | SH | $140.09M 3.13% | 8.65M | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 392K | SH | $115.59M 2.58% | 392K | 0.00 | 0.00 |
BLOCK INCSOLE | CL A | 910.50K | SH | $70.43M 1.57% | 910.50K | 0.00 | 0.00 |
GLOBAL E ONLINE LTDSOLE | SHS | 298.27K | SH | $11.82M 0.26% | 298.27K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 90.77K | SH | $9.44M 0.21% | 90.77K | 0.00 | 0.00 |
KANZHUN LIMITEDSOLE | SPONSORED ADS | 415.10K | SH | $6.89M 0.15% | 415.10K | 0.00 | 0.00 |
MAPLEBEAR INCSOLE | COM | 280.04K | SH | $6.57M 0.15% | 280.04K | 0.00 | 0.00 |
FRESHWORKS INCSOLE | CLASS A COM | 150K | SH | $3.52M 0.08% | 150K | 0.00 | 0.00 |
ZOOMINFO TECHNOLOGIES INCSOLE | COMMON STOCK | 50K | SH | $924.5K 0.02% | 50K | 0.00 | 0.00 |