Filed: 8/14/2024ACC: 0000905148-24-002219
📋 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 $5.12B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
19
Positions
$5.12B
Total AUM (reported)
71.60M
Total Shares
Allocation by class
COM$3.15B61.6%
CL A$1.26B24.6%
ORD SHS CL A$473.18M9.2%
SPONSORED ADS$185.42M3.6%
SHS$46.88M0.9%
Portfolio Concentration
Top 3$2.07B40.4%
4–10$2.49B48.7%
11–25$558.44M10.9%
Top 3 weight
40.4%
Top 10 weight
89.1%
Voting Authority Distribution
Total shares with voting rights: 71.60M
Sole
Full voting authority
71.60M
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$777.23M
15.19%
Sole
988K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares1.42M
TypeSH
Market value$717.51M
14.02%
Sole
1.42M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares1.28M
TypeSH
Market value$572.10M
11.18%
Sole
1.28M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares4.54M
TypeSH
Market value$561.49M
10.97%
Sole
4.54M
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares36.71M
TypeSH
Market value$473.18M
9.25%
Sole
36.71M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares2.27M
TypeSH
Market value$438.29M
8.56%
Sole
2.27M
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares4.55M
TypeSH
Market value$300.33M
5.87%
Sole
4.55M
Shared
0.00
None
0.00
LAM RESEARCH CORP
SOLEShares235K
TypeSH
Market value$250.24M
4.89%
Sole
235K
Shared
0.00
None
0.00
HUBSPOT INC
SOLEShares404K
TypeSH
Market value$238.28M
4.66%
Sole
404K
Shared
0.00
None
0.00
COUPANG INC
SOLEShares11.02M
TypeSH
Market value$230.83M
4.51%
Sole
11.02M
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares1.28M
TypeSH
Market value$169.64M
3.31%
Sole
1.28M
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares392K
TypeSH
Market value$132.89M
2.60%
Sole
392K
Shared
0.00
None
0.00
CADENCE DESIGN SYSTEM INC
SOLEShares380K
TypeSH
Market value$116.94M
2.29%
Sole
380K
Shared
0.00
None
0.00
EATON CORP PLC
SOLEShares149.50K
TypeSH
Market value$46.88M
0.92%
Sole
149.50K
Shared
0.00
None
0.00
MICRON TECHNOLOGY INC
SOLEShares325K
TypeSH
Market value$42.75M
0.84%
Sole
325K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares90.77K
TypeSH
Market value$15.78M
0.31%
Sole
90.77K
Shared
0.00
None
0.00
LUCID GROUP INC
SOLEShares5.12M
TypeSH
Market value$13.35M
0.26%
Sole
5.12M
Shared
0.00
None
0.00
BLOCK INC
SOLEShares173.73K
TypeSH
Market value$11.20M
0.22%
Sole
173.73K
Shared
0.00
None
0.00
MAPLEBEAR INC
SOLEShares280.04K
TypeSH
Market value$9.00M
0.18%
Sole
280.04K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SERVICENOW INCSOLE | COM | 988K | SH | $777.23M 15.19% | 988K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 1.42M | SH | $717.51M 14.02% | 1.42M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.28M | SH | $572.10M 11.18% | 1.28M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 4.54M | SH | $561.49M 10.97% | 4.54M | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 36.71M | SH | $473.18M 9.25% | 36.71M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 2.27M | SH | $438.29M 8.56% | 2.27M | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A | 4.55M | SH | $300.33M 5.87% | 4.55M | 0.00 | 0.00 |
LAM RESEARCH CORPSOLE | COM | 235K | SH | $250.24M 4.89% | 235K | 0.00 | 0.00 |
HUBSPOT INCSOLE | COM | 404K | SH | $238.28M 4.66% | 404K | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 11.02M | SH | $230.83M 4.51% | 11.02M | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 1.28M | SH | $169.64M 3.31% | 1.28M | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 392K | SH | $132.89M 2.60% | 392K | 0.00 | 0.00 |
CADENCE DESIGN SYSTEM INCSOLE | COM | 380K | SH | $116.94M 2.29% | 380K | 0.00 | 0.00 |
EATON CORP PLCSOLE | SHS | 149.50K | SH | $46.88M 0.92% | 149.50K | 0.00 | 0.00 |
MICRON TECHNOLOGY INCSOLE | COM | 325K | SH | $42.75M 0.84% | 325K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 90.77K | SH | $15.78M 0.31% | 90.77K | 0.00 | 0.00 |
LUCID GROUP INCSOLE | COM | 5.12M | SH | $13.35M 0.26% | 5.12M | 0.00 | 0.00 |
BLOCK INCSOLE | CL A | 173.73K | SH | $11.20M 0.22% | 173.73K | 0.00 | 0.00 |
MAPLEBEAR INCSOLE | COM | 280.04K | SH | $9.00M 0.18% | 280.04K | 0.00 | 0.00 |