SCGE MANAGEMENT, L.P. Q1 2024 Filing
Filed May 15, 2024
Portfolio Value
$5.3T
Holdings
19
Report Date
Q1 2024
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NOWSERVICENOW INC | 988,000 | $753.3B | 14.27% | |
| 2 | METAMETA PLATFORMS INC | 1,423,000 | $691.0B | 13.09% | |
| 3 | MSFTMICROSOFT CORP | 1,500,000 | $631.1B | 11.95% | |
| 4 | NVDANVIDIA CORPORATION | 537,000 | $485.2B | 9.19% | |
| 5 | SHOPSHOPIFY INC | 5,302,000 | $409.2B | 7.75% | |
| 6 | AMZNAMAZON COM INC | 2,268,000 | $409.1B | 7.75% | |
| 7 | NUNU HLDGS LTD | 33,500,000 | $399.7B | 7.57% | |
| 8 | HUBSHUBSPOT INC | 484,000 | $303.3B | 5.74% | |
| 9 | AMDADVANCED MICRO DEVICES INC | 1,406,000 | $253.8B | 4.81% | |
| 10 | LRCXEURLAM RESEARCH CORP | 235,000 | $228.3B | 4.32% | |
| 11 | CPNGCOUPANG INC | 8,653,000 | $153.9B | 2.92% | |
| 12 | PDDPDD HOLDINGS INC | 1,276,000 | $148.3B | 2.81% | |
| 13 | CDNSCADENCE DESIGN SYSTEM INC | 380,000 | $118.3B | 2.24% | |
| 14 | PANWPALO ALTO NETWORKS INC | 392,000 | $111.4B | 2.11% | |
| 15 | XYZBLOCK INC | 910,500 | $77.0B | 1.46% | |
| 16 | FTNTFORTINET INC | 753,000 | $51.4B | 0.97% | |
| 17 | GLBEGLOBAL E ONLINE LTD | 900,000 | $32.7B | 0.62% | |
| 18 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 90,772 | $12.3B | 0.23% | |
| 19 | CARTMAPLEBEAR INC | 280,037 | $10.4B | 0.20% |