Filed: 5/15/2024ACC: 0000905148-24-001441
📋 What this filing means
SCGE MANAGEMENT, L.P. filed this quarterly 13F‑HR report disclosing 19 equity positions with a total reported market value of $5.28B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
19
Positions
$5.28B
Total AUM (reported)
61.28M
Total Shares
Allocation by class
COM$3.36B63.6%
CL A$1.33B25.2%
ORD SHS CL A$399.65M7.6%
SPONSORED ADS$160.68M3.0%
SHS$32.72M0.6%
Portfolio Concentration
Top 3$2.08B39.3%
4–10$2.49B47.1%
11–25$715.89M13.6%
Top 3 weight
39.3%
Top 10 weight
86.4%
Voting Authority Distribution
Total shares with voting rights: 61.28M
Sole
Full voting authority
61.28M
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)
Sole19
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings19
Rows:
SERVICENOW INC
SOLEShares988K
TypeSH
Market value$753.25M
14.27%
Sole
988K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares1.42M
TypeSH
Market value$690.98M
13.09%
Sole
1.42M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares1.50M
TypeSH
Market value$631.08M
11.95%
Sole
1.50M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares537K
TypeSH
Market value$485.21M
9.19%
Sole
537K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares5.30M
TypeSH
Market value$409.16M
7.75%
Sole
5.30M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares2.27M
TypeSH
Market value$409.10M
7.75%
Sole
2.27M
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares33.50M
TypeSH
Market value$399.65M
7.57%
Sole
33.50M
Shared
0.00
None
0.00
HUBSPOT INC
SOLEShares484K
TypeSH
Market value$303.26M
5.74%
Sole
484K
Shared
0.00
None
0.00
ADVANCED MICRO DEVICES INC
SOLEShares1.41M
TypeSH
Market value$253.77M
4.81%
Sole
1.41M
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares235K
TypeSH
Market value$228.32M
4.32%
Sole
235K
Shared
0.00
None
0.00
COUPANG INC
SOLEShares8.65M
TypeSH
Market value$153.94M
2.92%
Sole
8.65M
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares1.28M
TypeSH
Market value$148.34M
2.81%
Sole
1.28M
Shared
0.00
None
0.00
CADENCE DESIGN SYSTEM INC
SOLEShares380K
TypeSH
Market value$118.29M
2.24%
Sole
380K
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares392K
TypeSH
Market value$111.38M
2.11%
Sole
392K
Shared
0.00
None
0.00
BLOCK INC
SOLEShares910.50K
TypeSH
Market value$77.01M
1.46%
Sole
910.50K
Shared
0.00
None
0.00
FORTINET INC
SOLEShares753K
TypeSH
Market value$51.44M
0.97%
Sole
753K
Shared
0.00
None
0.00
GLOBAL E ONLINE LTD
SOLEShares900K
TypeSH
Market value$32.72M
0.62%
Sole
900K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares90.77K
TypeSH
Market value$12.35M
0.23%
Sole
90.77K
Shared
0.00
None
0.00
MAPLEBEAR INC
SOLEShares280.04K
TypeSH
Market value$10.44M
0.20%
Sole
280.04K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SERVICENOW INCSOLE | COM | 988K | SH | $753.25M 14.27% | 988K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 1.42M | SH | $690.98M 13.09% | 1.42M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.50M | SH | $631.08M 11.95% | 1.50M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 537K | SH | $485.21M 9.19% | 537K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A | 5.30M | SH | $409.16M 7.75% | 5.30M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 2.27M | SH | $409.10M 7.75% | 2.27M | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 33.50M | SH | $399.65M 7.57% | 33.50M | 0.00 | 0.00 |
HUBSPOT INCSOLE | COM | 484K | SH | $303.26M 5.74% | 484K | 0.00 | 0.00 |
ADVANCED MICRO DEVICES INCSOLE | COM | 1.41M | SH | $253.77M 4.81% | 1.41M | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM | 235K | SH | $228.32M 4.32% | 235K | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 8.65M | SH | $153.94M 2.92% | 8.65M | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 1.28M | SH | $148.34M 2.81% | 1.28M | 0.00 | 0.00 |
CADENCE DESIGN SYSTEM INCSOLE | COM | 380K | SH | $118.29M 2.24% | 380K | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 392K | SH | $111.38M 2.11% | 392K | 0.00 | 0.00 |
BLOCK INCSOLE | CL A | 910.50K | SH | $77.01M 1.46% | 910.50K | 0.00 | 0.00 |
FORTINET INCSOLE | COM | 753K | SH | $51.44M 0.97% | 753K | 0.00 | 0.00 |
GLOBAL E ONLINE LTDSOLE | SHS | 900K | SH | $32.72M 0.62% | 900K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 90.77K | SH | $12.35M 0.23% | 90.77K | 0.00 | 0.00 |
MAPLEBEAR INCSOLE | COM | 280.04K | SH | $10.44M 0.20% | 280.04K | 0.00 | 0.00 |