SCGE MANAGEMENT, L.P. Q1 2019 Filing
Filed May 15, 2019
Portfolio Value
$1.6T
Holdings
18
Report Date
Q1 2019
Filing Type
13F-HR
All Holdings (18 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TWLOTWILIO INC | 1,678,000 | $216.8B | 13.52% | |
| 2 | SHOPSHOPIFY INC | 787,000 | $162.6B | 10.14% | |
| 3 | NOWSERVICENOW INC | 613,000 | $151.1B | 9.42% | |
| 4 | HUBSHUBSPOT INC | 799,000 | $132.8B | 8.28% | |
| 5 | MDBMONGODB INC | 874,000 | $128.5B | 8.01% | |
| 6 | MSFTMICROSOFT CORP | 889,698 | $104.9B | 6.54% | |
| 7 | PYPLPAYPAL HLDGS INC | 998,000 | $103.6B | 6.46% | |
| 8 | BABAALIBABA GROUP HLDG LTD | 550,000 | $100.3B | 6.26% | |
| 9 | ZEN1EURZENDESK INC | 1,000,000 | $85.0B | 5.30% | |
| 10 | AMZNAMAZON COM INC | 47,500 | $84.6B | 5.28% | |
| 11 | METAFACEBOOK INC | 500,000 | $83.3B | 5.20% | |
| 12 | NFLXNETFLIX INC | 189,400 | $67.5B | 4.21% | |
| 13 | RNGRINGCENTRAL INC | 449,000 | $48.4B | 3.02% | |
| 14 | PDDPINDUODUO INC | 1,911,000 | $47.4B | 2.96% | |
| 15 | —MIMECAST LTD | 960,000 | $45.5B | 2.84% | |
| 16 | OKTAOKTA INC | 350,726 | $29.0B | 1.81% | |
| 17 | —ARCO PLATFORM LTD | 300,000 | $9.7B | 0.60% | |
| 18 | DESPDESPEGAR COM CORP | 150,000 | $2.2B | 0.14% |