SCGE MANAGEMENT, L.P. Q2 2023 Filing
Filed August 14, 2023
Portfolio Value
$4.2T
Holdings
26
Report Date
Q2 2023
Filing Type
13F-HR
All Holdings (26 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NOWSERVICENOW INC | 988,000 | $555K | 0.00% | |
| 2 | SHOPSHOPIFY INC | 8,486,491 | $548K | 0.00% | |
| 3 | METAMETA PLATFORMS INC | 1,738,000 | $498K | 0.00% | |
| 4 | MSFTMICROSOFT CORP | 1,191,000 | $405K | 0.00% | |
| 5 | AMZNAMAZON COM INC | 3,106,000 | $404K | 0.00% | |
| 6 | NUNU HLDGS LTD | 31,042,831 | $244K | 0.00% | |
| 7 | HUBSHUBSPOT INC | 405,455 | $215K | 0.00% | |
| 8 | AMDADVANCED MICRO DEVICES INC | 1,406,000 | $160K | 0.00% | |
| 9 | CDNSCADENCE DESIGN SYSTEM INC | 680,000 | $159K | 0.00% | |
| 10 | NVDANVIDIA CORPORATION | 363,000 | $153K | 0.00% | |
| 11 | LRCXEURLAM RESEARCH CORP | 235,000 | $151K | 0.00% | |
| 12 | SESEA LTD | 2,254,816 | $130K | 0.00% | |
| 13 | DASHDOORDASH INC | 1,448,320 | $110K | 0.00% | |
| 14 | CPNGCOUPANG INC | 5,653,818 | $98K | 0.00% | |
| 15 | TSLATESLA INC | 290,000 | $75K | 0.00% | |
| 16 | AMATAPPLIED MATLS INC | 517,000 | $74K | 0.00% | |
| 17 | XYZBLOCK INC | 910,500 | $60K | 0.00% | |
| 18 | TWLOTWILIO INC | 868,100 | $55K | 0.00% | |
| 19 | OKTAOKTA INC | 718,040 | $49K | 0.00% | |
| 20 | PANWPALO ALTO NETWORKS INC | 191,475 | $48K | 0.00% | |
| 21 | GLBEGLOBAL E ONLINE LTD | 295,000 | $12K | 0.00% | |
| 22 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 90,772 | $9K | 0.00% | |
| 23 | PDDPDD HOLDINGS INC | 122,818 | $8K | 0.00% | |
| 24 | BZKANZHUN LIMITED | 415,100 | $6K | 0.00% | |
| 25 | FRSHFRESHWORKS INC | 150,000 | $2K | 0.00% | |
| 26 | GTMZOOMINFO TECHNOLOGIES INC | 50,000 | $1K | 0.00% |