SCGE MANAGEMENT, L.P. Q2 2020 Filing
Filed August 14, 2020
Portfolio Value
$5.2T
Holdings
24
Report Date
Q2 2020
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SHOPSHOPIFY INC | 844,000 | $801.1B | 15.47% | |
| 2 | TWLOTWILIO INC | 2,783,100 | $610.7B | 11.79% | |
| 3 | RNGRINGCENTRAL INC | 1,267,729 | $361.3B | 6.98% | |
| 4 | NOWSERVICENOW INC | 833,100 | $337.5B | 6.52% | |
| 5 | HUBSHUBSPOT INC | 1,408,000 | $315.9B | 6.10% | |
| 6 | AMZNAMAZON COM INC | 112,500 | $310.4B | 5.99% | |
| 7 | PYPLPAYPAL HLDGS INC | 1,768,542 | $308.1B | 5.95% | |
| 8 | OKTAOKTA INC | 1,525,000 | $305.4B | 5.90% | |
| 9 | MSFTMICROSOFT CORP | 1,405,498 | $286.0B | 5.52% | |
| 10 | SESEA LTD | 2,193,500 | $235.2B | 4.54% | |
| 11 | METAFACEBOOK INC | 1,022,300 | $232.1B | 4.48% | |
| 12 | BABAALIBABA GROUP HLDG LTD | 925,000 | $199.5B | 3.85% | |
| 13 | PDDPINDUODUO INC | 2,161,000 | $185.5B | 3.58% | |
| 14 | MSCIMSCI INC | 442,000 | $147.5B | 2.85% | |
| 15 | DOCUDOCUSIGN INC | 670,000 | $115.4B | 2.23% | |
| 16 | —MEDALLIA INC | 4,099,026 | $103.5B | 2.00% | |
| 17 | ZMZOOM VIDEO COMMUNICATIONS IN | 350,000 | $88.7B | 1.71% | |
| 18 | CHGGCHEGG INC | 1,225,000 | $82.4B | 1.59% | |
| 19 | FIVNFIVE9 INC | 444,072 | $49.1B | 0.95% | |
| 20 | CRWDCROWDSTRIKE HLDGS INC | 450,000 | $45.1B | 0.87% | |
| 21 | —ARCO PLATFORM LTD | 695,084 | $30.2B | 0.58% | |
| 22 | BILIBILIBILI INC | 500,000 | $23.2B | 0.45% | |
| 23 | GTMZOOMINFO TECHNOLOGIES INC | 50,000 | $2.6B | 0.05% | |
| 24 | BILLBILL COM HLDGS INC | 11,500 | $1.0B | 0.02% |