Filed: 11/14/2024ACC: 0000905148-24-003146
📋 What this filing means
SCGE MANAGEMENT, L.P. filed this quarterly 13F‑HR report disclosing 15 equity positions with a total reported market value of $4.59B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
15
Positions
$4.59B
Total AUM (reported)
57.47M
Total Shares
Allocation by class
COM$2.59B56.5%
CL A$1.34B29.2%
ORD SHS CL A$453.08M9.9%
SPONSORED ADS$204.46M4.5%
Portfolio Concentration
Top 3$2.17B47.3%
4–10$1.99B43.3%
11–25$433.51M9.4%
Top 3 weight
47.3%
Top 10 weight
90.6%
Voting Authority Distribution
Total shares with voting rights: 57.47M
Sole
Full voting authority
57.47M
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)
Sole15
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings15
Rows:
SERVICENOW INC
SOLEShares988K
TypeSH
Market value$883.66M
19.26%
Sole
988K
Shared
0.00
None
0.00
META PLATFORMS INC
SOLEShares1.42M
TypeSH
Market value$814.58M
17.75%
Sole
1.42M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares1.09M
TypeSH
Market value$471.18M
10.27%
Sole
1.09M
Shared
0.00
None
0.00
NU HLDGS LTD
SOLEShares33.19M
TypeSH
Market value$453.08M
9.87%
Sole
33.19M
Shared
0.00
None
0.00
AMAZON COM INC
SOLEShares2.27M
TypeSH
Market value$422.60M
9.21%
Sole
2.27M
Shared
0.00
None
0.00
NVIDIA CORPORATION
SOLEShares2.93M
TypeSH
Market value$356.30M
7.76%
Sole
2.93M
Shared
0.00
None
0.00
COUPANG INC
SOLEShares11.02M
TypeSH
Market value$270.49M
5.89%
Sole
11.02M
Shared
0.00
None
0.00
PALO ALTO NETWORKS INC
SOLEShares535K
TypeSH
Market value$182.86M
3.98%
Sole
535K
Shared
0.00
None
0.00
HUBSPOT INC
SOLEShares322K
TypeSH
Market value$171.18M
3.73%
Sole
322K
Shared
0.00
None
0.00
CROWDSTRIKE HLDGS INC
SOLEShares462K
TypeSH
Market value$129.58M
2.82%
Sole
462K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares1.54M
TypeSH
Market value$123.26M
2.69%
Sole
1.54M
Shared
0.00
None
0.00
PDD HOLDINGS INC
SOLEShares830K
TypeSH
Market value$111.89M
2.44%
Sole
830K
Shared
0.00
None
0.00
MERCADOLIBRE INC
SOLEShares46K
TypeSH
Market value$94.39M
2.06%
Sole
46K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares533K
TypeSH
Market value$92.57M
2.02%
Sole
533K
Shared
0.00
None
0.00
MAPLEBEAR INC
SOLEShares280.04K
TypeSH
Market value$11.41M
0.25%
Sole
280.04K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
SERVICENOW INCSOLE | COM | 988K | SH | $883.66M 19.26% | 988K | 0.00 | 0.00 |
META PLATFORMS INCSOLE | CL A | 1.42M | SH | $814.58M 17.75% | 1.42M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 1.09M | SH | $471.18M 10.27% | 1.09M | 0.00 | 0.00 |
NU HLDGS LTDSOLE | ORD SHS CL A | 33.19M | SH | $453.08M 9.87% | 33.19M | 0.00 | 0.00 |
AMAZON COM INCSOLE | COM | 2.27M | SH | $422.60M 9.21% | 2.27M | 0.00 | 0.00 |
NVIDIA CORPORATIONSOLE | COM | 2.93M | SH | $356.30M 7.76% | 2.93M | 0.00 | 0.00 |
COUPANG INCSOLE | CL A | 11.02M | SH | $270.49M 5.89% | 11.02M | 0.00 | 0.00 |
PALO ALTO NETWORKS INCSOLE | COM | 535K | SH | $182.86M 3.98% | 535K | 0.00 | 0.00 |
HUBSPOT INCSOLE | COM | 322K | SH | $171.18M 3.73% | 322K | 0.00 | 0.00 |
CROWDSTRIKE HLDGS INCSOLE | CL A | 462K | SH | $129.58M 2.82% | 462K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A | 1.54M | SH | $123.26M 2.69% | 1.54M | 0.00 | 0.00 |
PDD HOLDINGS INCSOLE | SPONSORED ADS | 830K | SH | $111.89M 2.44% | 830K | 0.00 | 0.00 |
MERCADOLIBRE INCSOLE | COM | 46K | SH | $94.39M 2.06% | 46K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 533K | SH | $92.57M 2.02% | 533K | 0.00 | 0.00 |
MAPLEBEAR INCSOLE | COM | 280.04K | SH | $11.41M 0.25% | 280.04K | 0.00 | 0.00 |