SCGE MANAGEMENT, L.P. Q2 2021 Filing
Filed August 16, 2021
Portfolio Value
$10.7T
Holdings
40
Report Date
Q2 2021
Filing Type
13F-HR
All Holdings (40 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | SHOPSHOPIFY INC | 894,000 | $1.3T | 12.24% | |
| 2 | TWLOTWILIO INC | 2,783,100 | $1.1T | 10.28% | |
| 3 | HUBSHUBSPOT INC | 1,408,000 | $820.5B | 7.69% | |
| 4 | DASHDOORDASH INC | 4,284,115 | $764.0B | 7.16% | |
| 5 | SESEA LTD | 2,254,816 | $619.2B | 5.80% | |
| 6 | CPNGCOUPANG INC | 14,293,407 | $597.8B | 5.60% | |
| 7 | PYPLPAYPAL HLDGS INC | 1,796,000 | $523.5B | 4.90% | |
| 8 | NOWSERVICENOW INC | 833,100 | $457.8B | 4.29% | |
| 9 | OKTAOKTA INC | 1,787,000 | $437.2B | 4.10% | |
| 10 | RNGRINGCENTRAL INC | 1,503,000 | $436.7B | 4.09% | |
| 11 | MSFTMICROSOFT CORP | 1,605,000 | $434.8B | 4.07% | |
| 12 | AMZNAMAZON COM INC | 120,800 | $415.6B | 3.89% | |
| 13 | CRWDCROWDSTRIKE HLDGS INC | 1,450,000 | $364.4B | 3.41% | |
| 14 | DOCUDOCUSIGN INC | 1,255,000 | $350.9B | 3.29% | |
| 15 | PDDPINDUODUO INC | 2,161,000 | $274.5B | 2.57% | |
| 16 | ABNBAIRBNB INC | 1,681,244 | $257.5B | 2.41% | |
| 17 | SSENTINELONE INC | 4,856,092 | $206.4B | 1.93% | |
| 18 | SNOWSNOWFLAKE INC | 722,012 | $174.6B | 1.64% | |
| 19 | METAFACEBOOK INC | 485,300 | $168.7B | 1.58% | |
| 20 | —MEDALLIA INC | 4,099,026 | $138.3B | 1.30% | |
| 21 | ZMZOOM VIDEO COMMUNICATIONS IN | 350,000 | $135.5B | 1.27% | |
| 22 | UUNITY SOFTWARE INC | 1,000,000 | $109.8B | 1.03% | |
| 23 | AMATAPPLIED MATLS INC | 715,000 | $101.8B | 0.95% | |
| 24 | LRCXEURLAM RESEARCH CORP | 150,000 | $97.6B | 0.91% | |
| 25 | FIVNFIVE9 INC | 444,072 | $81.4B | 0.76% | |
| 26 | CFLTCONFLUENT INC | 1,618,504 | $76.9B | 0.72% | |
| 27 | PATHUIPATH INC | 942,304 | $64.0B | 0.60% | |
| 28 | BEKEKE HLDGS INC | 1,339,176 | $63.9B | 0.60% | |
| 29 | XYZSQUARE INC | 200,000 | $48.8B | 0.46% | |
| 30 | BABAALIBABA GROUP HLDG LTD | 78,000 | $17.7B | 0.17% | |
| 31 | NCNO*NCINO INC | 175,750 | $10.5B | 0.10% | |
| 32 | —VASTA PLATFORM LTD | 1,000,000 | $8.1B | 0.08% | |
| 33 | CMRCBIGCOMMERCE HLDGS INC | 50,000 | $3.2B | 0.03% | |
| 34 | GTMZOOMINFO TECHNOLOGIES INC | 50,000 | $2.6B | 0.02% | |
| 35 | BILLBILL COM HLDGS INC | 11,500 | $2.1B | 0.02% | |
| 36 | —QUALTRICS INTL INC | 40,000 | $1.5B | 0.01% | |
| 37 | AFRMAFFIRM HLDGS INC | 20,000 | $1.3B | 0.01% | |
| 38 | SUMO2EURSUMO LOGIC INC | 65,000 | $1.3B | 0.01% | |
| 39 | OSCROSCAR HEALTH INC | 40,000 | $860.0M | 0.01% | |
| 40 | BZKANZHUN LIMITED | 10,000 | $397.0M | 0.00% |