SCGE MANAGEMENT, L.P. Q1 2023 Filing
Filed May 15, 2023
Portfolio Value
$3.6T
Holdings
25
Report Date
Q1 2023
Filing Type
13F-HR
All Holdings (25 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NOWSERVICENOW INC | 988,000 | $459.1B | 12.61% | |
| 2 | SHOPSHOPIFY INC | 8,407,000 | $403.0B | 11.07% | |
| 3 | METAMETA PLATFORMS INC | 1,637,000 | $346.9B | 9.53% | |
| 4 | MSFTMICROSOFT CORP | 1,191,000 | $343.4B | 9.43% | |
| 5 | AMZNAMAZON COM INC | 2,850,000 | $294.4B | 8.08% | |
| 6 | SESEA LTD | 2,759,987 | $238.9B | 6.56% | |
| 7 | UBERUBER TECHNOLOGIES INC | 7,381,000 | $234.0B | 6.43% | |
| 8 | DASHDOORDASH INC | 3,532,115 | $224.5B | 6.17% | |
| 9 | HUBSHUBSPOT INC | 402,000 | $172.4B | 4.73% | |
| 10 | NUNU HLDGS LTD | 31,042,831 | $147.8B | 4.06% | |
| 11 | LRCXEURLAM RESEARCH CORP | 235,000 | $124.6B | 3.42% | |
| 12 | CPNGCOUPANG INC | 5,653,818 | $90.5B | 2.48% | |
| 13 | CDNSCADENCE DESIGN SYSTEM INC | 366,961 | $77.1B | 2.12% | |
| 14 | OKTAOKTA INC | 893,500 | $77.1B | 2.12% | |
| 15 | SSENTINELONE INC | 3,936,000 | $64.4B | 1.77% | |
| 16 | AMATAPPLIED MATLS INC | 517,000 | $63.5B | 1.74% | |
| 17 | XYZBLOCK INC | 910,500 | $62.5B | 1.72% | |
| 18 | TSLATESLA INC | 290,000 | $60.2B | 1.65% | |
| 19 | TWLOTWILIO INC | 868,100 | $57.8B | 1.59% | |
| 20 | CRWDCROWDSTRIKE HLDGS INC | 355,000 | $48.7B | 1.34% | |
| 21 | GTLBGITLAB INC | 871,519 | $29.9B | 0.82% | |
| 22 | PDDPDD HOLDINGS INC | 122,818 | $9.3B | 0.26% | |
| 23 | BZKANZHUN LIMITED | 415,100 | $7.9B | 0.22% | |
| 24 | FRSHFRESHWORKS INC | 150,000 | $2.3B | 0.06% | |
| 25 | GTMZOOMINFO TECHNOLOGIES INC | 50,000 | $1.2B | 0.03% |