SCGE MANAGEMENT, L.P. Q4 2018 Filing
Filed February 14, 2019
Portfolio Value
$1.1T
Holdings
19
Report Date
Q4 2018
Filing Type
13F-HR
All Holdings (19 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | TWLOTWILIO INC | 1,678,000 | $149.8B | 13.25% | |
| 2 | NOWSERVICENOW INC | 613,000 | $109.1B | 9.65% | |
| 3 | SHOPSHOPIFY INC | 787,000 | $109.0B | 9.63% | |
| 4 | HUBSHUBSPOT INC | 783,000 | $98.4B | 8.71% | |
| 5 | MSFTMICROSOFT CORP | 889,698 | $90.4B | 7.99% | |
| 6 | MDBMONGODB INC | 1,052,247 | $88.1B | 7.79% | |
| 7 | PYPLPAYPAL HLDGS INC | 933,000 | $78.5B | 6.94% | |
| 8 | BABAALIBABA GROUP HLDG LTD | 550,000 | $75.4B | 6.67% | |
| 9 | AMZNAMAZON COM INC | 47,500 | $71.3B | 6.31% | |
| 10 | ZEN1EURZENDESK INC | 1,000,000 | $58.4B | 5.16% | |
| 11 | METAFACEBOOK INC | 400,000 | $52.4B | 4.64% | |
| 12 | NFLXNETFLIX INC | 189,400 | $50.7B | 4.48% | |
| 13 | —MIMECAST LTD | 1,258,900 | $42.3B | 3.74% | |
| 14 | NEWREURNEW RELIC INC | 253,287 | $20.5B | 1.81% | |
| 15 | RNGRINGCENTRAL INC | 198,800 | $16.4B | 1.45% | |
| 16 | DBXDROPBOX INC | 500,000 | $10.2B | 0.90% | |
| 17 | —ARCO PLATFORM LTD | 300,000 | $6.6B | 0.59% | |
| 18 | DESPDESPEGAR COM CORP | 150,000 | $1.9B | 0.16% | |
| 19 | DOMODOMO INC | 70,000 | $1.4B | 0.12% |