Latest SCGE MANAGEMENT, L.P. Stock Portfolio
$4.48Billion
Equity Portfolio Value
Last Reported on: 14 Feb, 2024
About SCGE MANAGEMENT, L.P. and it’s 13F Hedge Fund Stock Holdings
In it's latest 13F Holdings report, SCGE MANAGEMENT, L.P. reported an equity portfolio of $4.5 Billions as of 31 Dec, 2023.
The top stock holdings of SCGE MANAGEMENT, L.P. are NOW, META, MSFT. The fund has invested 15.6% of it's portfolio in SERVICENOW INC and 13.7% of portfolio in META PLATFORMS INC.
The fund managers got completely rid off SEA LTD (SE), TESLA INC (TSLA) and APPLIED MATLS INC (AMAT) stocks. They significantly reduced their stock positions in AMAZON COM INC (AMZN) and SHOPIFY INC (SHOP). The fund showed a lot of confidence in some stocks as they added substantially to PDD HOLDINGS INC (PDD), COUPANG INC (CPNG) and MICROSOFT CORP (MSFT).
The top stock holdings of SCGE MANAGEMENT, L.P. are NOW, META, MSFT. The fund has invested 15.6% of it's portfolio in SERVICENOW INC and 13.7% of portfolio in META PLATFORMS INC.
The fund managers got completely rid off SEA LTD (SE), TESLA INC (TSLA) and APPLIED MATLS INC (AMAT) stocks. They significantly reduced their stock positions in AMAZON COM INC (AMZN) and SHOPIFY INC (SHOP). The fund showed a lot of confidence in some stocks as they added substantially to PDD HOLDINGS INC (PDD), COUPANG INC (CPNG) and MICROSOFT CORP (MSFT).
New Buys
Additions
| Ticker | % Inc. |
|---|---|
| PDD HOLDINGS INC | 938 |
| COUPANG INC | 53.05 |
| MICROSOFT CORP | 11.77 |
| NU HLDGS LTD | 7.92 |
| HUBSPOT INC | 7.8 |
| GLOBAL E ONLINE LTD | 1.11 |
Additions to existing portfolio by SCGE MANAGEMENT, L.P.
Reductions
| Ticker | % Reduced |
|---|---|
| AMAZON COM INC | -25.83 |
| SHOPIFY INC | -15.69 |
SCGE MANAGEMENT, L.P. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| SEA LTD | -99,099,200 |
| TWILIO INC | -50,809,900 |
| APPLIED MATLS INC | -71,578,600 |
| TESLA INC | -72,563,800 |
| DOORDASH INC | -10,593,200 |
SCGE MANAGEMENT, L.P. got rid off the above stocks
Current Stock Holdings of SCGE MANAGEMENT, L.P.
Last Reported on: 14 Feb, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AMAT | APPLIED MATLS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| AMD | ADVANCED MICRO DEVICES INC | 4.63 | 1,406,000 | 207,258,000 | UNCHANGED | 0.00 | |
| AMZN | AMAZON COM INC | 7.70 | 2,268,000 | 344,600,000 | REDUCED | -25.83 | |
| BZ | KANZHUN LIMITED | 0.15 | 415,100 | 6,894,810 | UNCHANGED | 0.00 | |
| CDNS | CADENCE DESIGN SYSTEM INC | 4.14 | 680,000 | 185,212,000 | UNCHANGED | 0.00 | |
| CPNG | COUPANG INC | 3.13 | 8,653,000 | 140,092,000 | ADDED | 53.05 | |
| DASH | DOORDASH INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| FRSH | FRESHWORKS INC | 0.08 | 150,000 | 3,523,500 | UNCHANGED | 0.00 | |
| GLBE | GLOBAL E ONLINE LTD | 0.26 | 298,272 | 11,820,500 | ADDED | 1.11 | |
| HUBS | HUBSPOT INC | 6.28 | 484,000 | 280,981,000 | ADDED | 7.8 | |
| LRCX | LAM RESEARCH CORP | 4.11 | 235,000 | 184,066,000 | UNCHANGED | 0.00 | |
| META | META PLATFORMS INC | 13.74 | 1,738,000 | 615,182,000 | UNCHANGED | 0.00 | |
| MSFT | MICROSOFT CORP | 12.60 | 1,500,000 | 564,060,000 | ADDED | 11.77 | |
| NOW | SERVICENOW INC | 15.59 | 988,000 | 698,012,000 | UNCHANGED | 0.00 | |
| NU | NU HLDGS LTD | 6.23 | 33,500,000 | 279,055,000 | ADDED | 7.92 | |
| NVDA | NVIDIA CORPORATION | 4.02 | 363,000 | 179,765,000 | UNCHANGED | 0.00 | |
| PANW | PALO ALTO NETWORKS INC | 2.58 | 392,000 | 115,593,000 | UNCHANGED | 0.00 | |
| PDD | PDD HOLDINGS INC | 4.17 | 1,276,000 | 186,692,000 | ADDED | 938 | |
| SE | SEA LTD | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| SHOP | SHOPIFY INC | 8.66 | 4,977,000 | 387,708,000 | REDUCED | -15.69 | |
| SQ | BLOCK INC | 1.57 | 910,500 | 70,427,200 | UNCHANGED | 0.00 | |
| TSLA | TESLA INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 0.21 | 90,772 | 9,440,290 | UNCHANGED | 0.00 | |
| TWLO | TWILIO INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| ZI | ZOOMINFO TECHNOLOGIES INC | 0.02 | 50,000 | 924,500 | UNCHANGED | 0.00 | |
| MAPLEBEAR INC | 0.15 | 280,037 | 6,572,470 | UNCHANGED | 0.00 |