SCGE MANAGEMENT, L.P. Q2 2024 Filing
Filed August 14, 2024
Portfolio Value
$5.1T
Holdings
19
Report Date
Q2 2024
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | NOWSERVICENOW INC | 988,000 | $777.2B | 15.19% | |
| 2 | METAMETA PLATFORMS INC | 1,423,000 | $717.5B | 14.02% | |
| 3 | MSFTMICROSOFT CORP | 1,280,000 | $572.1B | 11.18% | |
| 4 | NVDANVIDIA CORPORATION | 4,545,000 | $561.5B | 10.97% | |
| 5 | NUNU HLDGS LTD | 36,709,000 | $473.2B | 9.25% | |
| 6 | AMZNAMAZON COM INC | 2,268,000 | $438.3B | 8.56% | |
| 7 | SHOPSHOPIFY INC | 4,547,000 | $300.3B | 5.87% | |
| 8 | LRCXEURLAM RESEARCH CORP | 235,000 | $250.2B | 4.89% | |
| 9 | HUBSHUBSPOT INC | 404,000 | $238.3B | 4.66% | |
| 10 | CPNGCOUPANG INC | 11,018,000 | $230.8B | 4.51% | |
| 11 | PDDPDD HOLDINGS INC | 1,276,000 | $169.6B | 3.31% | |
| 12 | PANWPALO ALTO NETWORKS INC | 392,000 | $132.9B | 2.60% | |
| 13 | CDNSCADENCE DESIGN SYSTEM INC | 380,000 | $116.9B | 2.29% | |
| 14 | ETNEATON CORP PLC | 149,500 | $46.9B | 0.92% | |
| 15 | MUMICRON TECHNOLOGY INC | 325,000 | $42.7B | 0.84% | |
| 16 | TSMTAIWAN SEMICONDUCTOR MFG LTD | 90,772 | $15.8B | 0.31% | |
| 17 | CCIVGBPLUCID GROUP INC | 5,115,000 | $13.4B | 0.26% | |
| 18 | XYZBLOCK INC | 173,728 | $11.2B | 0.22% | |
| 19 | CARTMAPLEBEAR INC | 280,037 | $9.0B | 0.18% |