SCGE MANAGEMENT, L.P. Q1 2021 Filing
Filed May 17, 2021
Portfolio Value
$8.9T
Holdings
37
Report Date
Q1 2021
Filing Type
13F-HR
All Holdings (37 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SHOPSHOPIFY INC | 894,000 | $989.2B | 11.10% | |
| 2 | TWLOTWILIO INC | 2,783,100 | $948.4B | 10.64% | |
| 3 | CPNGCOUPANG INC | 14,293,407 | $705.4B | 7.92% | |
| 4 | HUBSHUBSPOT INC | 1,408,000 | $639.5B | 7.18% | |
| 5 | DASHDOORDASH INC | 4,284,115 | $561.8B | 6.30% | |
| 6 | SESEA LTD | 2,254,816 | $503.3B | 5.65% | |
| 7 | RNGRINGCENTRAL INC | 1,503,000 | $447.7B | 5.02% | |
| 8 | PYPLPAYPAL HLDGS INC | 1,796,000 | $436.1B | 4.89% | |
| 9 | NOWSERVICENOW INC | 833,100 | $416.6B | 4.68% | |
| 10 | OKTAOKTA INC | 1,787,000 | $393.9B | 4.42% | |
| 11 | MSFTMICROSOFT CORP | 1,605,000 | $378.4B | 4.25% | |
| 12 | AMZNAMAZON COM INC | 120,800 | $373.8B | 4.19% | |
| 13 | ABNBAIRBNB INC | 1,681,244 | $316.0B | 3.55% | |
| 14 | PDDPINDUODUO INC | 2,161,000 | $289.3B | 3.25% | |
| 15 | CRWDCROWDSTRIKE HLDGS INC | 1,450,000 | $264.6B | 2.97% | |
| 16 | DOCUDOCUSIGN INC | 1,255,000 | $254.1B | 2.85% | |
| 17 | SNOWSNOWFLAKE INC | 722,012 | $165.5B | 1.86% | |
| 18 | METAFACEBOOK INC | 485,300 | $142.9B | 1.60% | |
| 19 | —MEDALLIA INC | 4,099,026 | $114.3B | 1.28% | |
| 20 | ZMZOOM VIDEO COMMUNICATIONS IN | 350,000 | $112.5B | 1.26% | |
| 21 | UUNITY SOFTWARE INC | 1,000,000 | $100.3B | 1.13% | |
| 22 | AMATAPPLIED MATLS INC | 715,000 | $95.5B | 1.07% | |
| 23 | LRCXEURLAM RESEARCH CORP | 150,000 | $89.3B | 1.00% | |
| 24 | FIVNFIVE9 INC | 444,072 | $69.4B | 0.78% | |
| 25 | XYZSQUARE INC | 200,000 | $45.4B | 0.51% | |
| 26 | BABAALIBABA GROUP HLDG LTD | 78,000 | $17.7B | 0.20% | |
| 27 | NCNO*NCINO INC | 175,750 | $11.7B | 0.13% | |
| 28 | —VASTA PLATFORM LTD | 1,000,000 | $9.8B | 0.11% | |
| 29 | BEKEKE HLDGS INC | 115,592 | $6.6B | 0.07% | |
| 30 | CMRCBIGCOMMERCE HLDGS INC | 50,000 | $2.9B | 0.03% | |
| 31 | GTMZOOMINFO TECHNOLOGIES INC | 50,000 | $2.4B | 0.03% | |
| 32 | BILLBILL COM HLDGS INC | 11,500 | $1.7B | 0.02% | |
| 33 | AFRMAFFIRM HLDGS INC | 20,000 | $1.4B | 0.02% | |
| 34 | —QUALTRICS INTL INC | 40,000 | $1.3B | 0.01% | |
| 35 | SUMO2EURSUMO LOGIC INC | 65,000 | $1.2B | 0.01% | |
| 36 | OSCROSCAR HEALTH INC | 40,000 | $1.1B | 0.01% | |
| 37 | ZHZHIHU INC | 10,000 | $81.0M | 0.00% |