SCGE MANAGEMENT, L.P. Q4 2022 Filing
Filed February 14, 2023
Portfolio Value
$2830.8T
Holdings
24
Report Date
Q4 2022
Filing Type
13F-HR
All Holdings (24 positions)
| # | Stock | Shares | Value | % Portfolio | Type |
|---|---|---|---|---|---|
| 1 | MSFTMICROSOFT CORP | 1,605,000 | $384.9T | 13.60% | |
| 2 | NOWSERVICENOW INC | 935,100 | $363.1T | 12.83% | |
| 3 | SHOPSHOPIFY INC | 8,407,000 | $291.8T | 10.31% | |
| 4 | AMZNAMAZON COM INC | 2,850,000 | $239.4T | 8.46% | |
| 5 | DASHDOORDASH INC | 3,532,115 | $172.4T | 6.09% | |
| 6 | UBERUBER TECHNOLOGIES INC | 6,268,000 | $155.0T | 5.48% | |
| 7 | CRWDCROWDSTRIKE HLDGS INC | 1,471,438 | $154.9T | 5.47% | |
| 8 | METAMETA PLATFORMS INC | 1,245,000 | $149.8T | 5.29% | |
| 9 | SESEA LTD | 2,759,987 | $143.6T | 5.07% | |
| 10 | NUNU HLDGS LTD | 31,042,831 | $126.3T | 4.46% | |
| 11 | HUBSHUBSPOT INC | 402,000 | $116.2T | 4.11% | |
| 12 | SNOWSNOWFLAKE INC | 722,012 | $103.6T | 3.66% | |
| 13 | LRCXEURLAM RESEARCH CORP | 235,000 | $98.8T | 3.49% | |
| 14 | OKTAOKTA INC | 893,500 | $61.1T | 2.16% | |
| 15 | CPNGCOUPANG INC | 4,091,318 | $60.2T | 2.13% | |
| 16 | SSENTINELONE INC | 3,936,000 | $57.4T | 2.03% | |
| 17 | AMATAPPLIED MATLS INC | 517,000 | $50.3T | 1.78% | |
| 18 | TWLOTWILIO INC | 868,100 | $42.5T | 1.50% | |
| 19 | ZSZSCALER INC | 325,000 | $36.4T | 1.28% | |
| 20 | PDDPINDUODUO INC | 122,818 | $10.0T | 0.35% | |
| 21 | BZKANZHUN LIMITED | 415,100 | $8.5T | 0.30% | |
| 22 | FRSHFRESHWORKS INC | 150,000 | $2.2T | 0.08% | |
| 23 | GTMZOOMINFO TECHNOLOGIES INC | 50,000 | $1.5T | 0.05% | |
| 24 | AMPLAMPLITUDE INC | 60,383 | $729.4B | 0.03% |