SCGE MANAGEMENT, L.P. Q1 2022 Filing
Filed May 16, 2022
Portfolio Value
$6.5T
Holdings
34
Report Date
Q1 2022
Filing Type
13F-HR
All Holdings (34 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | HUBSHUBSPOT INC | 1,479,000 | $702.4B | 10.85% | |
| 2 | SHOPSHOPIFY INC | 932,000 | $630.0B | 9.73% | |
| 3 | NOWSERVICENOW INC | 935,100 | $520.7B | 8.04% | |
| 4 | DASHDOORDASH INC | 4,284,115 | $502.1B | 7.75% | |
| 5 | MSFTMICROSOFT CORP | 1,605,000 | $494.8B | 7.64% | |
| 6 | AMZNAMAZON COM INC | 142,500 | $464.5B | 7.17% | |
| 7 | NUNU HLDGS LTD | 44,410,178 | $342.8B | 5.29% | |
| 8 | ABNBAIRBNB INC | 1,681,244 | $288.8B | 4.46% | |
| 9 | SESEA LTD | 2,254,816 | $270.1B | 4.17% | |
| 10 | OKTAOKTA INC | 1,787,000 | $269.8B | 4.17% | |
| 11 | CRWDCROWDSTRIKE HLDGS INC | 1,165,000 | $264.5B | 4.09% | |
| 12 | TWLOTWILIO INC | 1,324,264 | $218.3B | 3.37% | |
| 13 | SNOWSNOWFLAKE INC | 722,012 | $165.4B | 2.55% | |
| 14 | RNGRINGCENTRAL INC | 1,403,000 | $164.4B | 2.54% | |
| 15 | SSENTINELONE INC | 3,936,000 | $152.5B | 2.35% | |
| 16 | ZSZSCALER INC | 588,000 | $141.9B | 2.19% | |
| 17 | TEAMATLASSIAN CORP PLC | 467,000 | $137.2B | 2.12% | |
| 18 | FIVNFIVE9 INC | 1,223,000 | $135.0B | 2.08% | |
| 19 | CFLTCONFLUENT INC | 2,818,504 | $115.6B | 1.78% | |
| 20 | DDOGDATADOG INC | 738,000 | $111.8B | 1.73% | |
| 21 | —QUALTRICS INTL INC | 3,431,000 | $98.0B | 1.51% | |
| 22 | NDQINVESCO QQQ TR | 250,000 | $90.6B | 1.40% | |
| 23 | UUNITY SOFTWARE INC | 736,898 | $73.1B | 1.13% | |
| 24 | CPNGCOUPANG INC | 2,142,857 | $37.9B | 0.59% | |
| 25 | BRZEBRAZE INC | 705,500 | $29.3B | 0.45% | |
| 26 | XYZBLOCK INC | 200,000 | $27.1B | 0.42% | |
| 27 | AVDXAVIDXCHANGE HOLDINGS INC | 2,040,316 | $16.4B | 0.25% | |
| 28 | GTMZOOMINFO TECHNOLOGIES INC | 50,000 | $3.0B | 0.05% | |
| 29 | FRSHFRESHWORKS INC | 150,000 | $2.7B | 0.04% | |
| 30 | VTEXVTEX | 300,000 | $1.8B | 0.03% | |
| 31 | AMPLAMPLITUDE INC | 60,383 | $1.1B | 0.02% | |
| 32 | RIVNRIVIAN AUTOMOTIVE INC | 20,000 | $1.0B | 0.02% | |
| 33 | AFRMAFFIRM HLDGS INC | 20,000 | $926.0M | 0.01% | |
| 34 | BZKANZHUN LIMITED | 10,000 | $249.0M | 0.00% |