Latest SCGE MANAGEMENT, L.P. Stock Portfolio
$5.28Billion
Equity Portfolio Value
Last Reported on: 15 May, 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 $5.3 Billions as of 31 Mar, 2024.
The top stock holdings of SCGE MANAGEMENT, L.P. are NOW, META, MSFT. The fund has invested 14.3% of it's portfolio in SERVICENOW INC and 13.1% of portfolio in META PLATFORMS INC.
The fund managers got completely rid off KANZHUN LIMITED (BZ), FRESHWORKS INC (FRSH) and ZOOMINFO TECHNOLOGIES INC (ZI) stocks. They significantly reduced their stock positions in CADENCE DESIGN SYSTEM INC (CDNS) and META PLATFORMS INC (META). SCGE MANAGEMENT, L.P. opened new stock positions in FORTINET INC (FTNT). The fund showed a lot of confidence in some stocks as they added substantially to GLOBAL E ONLINE LTD (GLBE), NVIDIA CORPORATION (NVDA) and SHOPIFY INC (SHOP).
The top stock holdings of SCGE MANAGEMENT, L.P. are NOW, META, MSFT. The fund has invested 14.3% of it's portfolio in SERVICENOW INC and 13.1% of portfolio in META PLATFORMS INC.
The fund managers got completely rid off KANZHUN LIMITED (BZ), FRESHWORKS INC (FRSH) and ZOOMINFO TECHNOLOGIES INC (ZI) stocks. They significantly reduced their stock positions in CADENCE DESIGN SYSTEM INC (CDNS) and META PLATFORMS INC (META). SCGE MANAGEMENT, L.P. opened new stock positions in FORTINET INC (FTNT). The fund showed a lot of confidence in some stocks as they added substantially to GLOBAL E ONLINE LTD (GLBE), NVIDIA CORPORATION (NVDA) and SHOPIFY INC (SHOP).
New Buys
| Ticker | $ Bought |
|---|---|
| FORTINET INC | 51,437,400 |
New stocks bought by SCGE MANAGEMENT, L.P.
Additions
| Ticker | % Inc. |
|---|---|
| GLOBAL E ONLINE LTD | 201 |
| NVIDIA CORPORATION | 47.93 |
| SHOPIFY INC | 6.53 |
Additions to existing portfolio by SCGE MANAGEMENT, L.P.
Reductions
| Ticker | % Reduced |
|---|---|
| CADENCE DESIGN SYSTEM INC | -44.12 |
| META PLATFORMS INC | -18.12 |
SCGE MANAGEMENT, L.P. reduced stake in above stock
Sold off
| Ticker | $ Sold |
|---|---|
| KANZHUN LIMITED | -6,894,810 |
| FRESHWORKS INC | -3,523,500 |
| ZOOMINFO TECHNOLOGIES INC | -924,500 |
SCGE MANAGEMENT, L.P. got rid off the above stocks
Current Stock Holdings of SCGE MANAGEMENT, L.P.
Last Reported on: 15 May, 2024| Ticker | Namesorted ascending | % Portfolio | Shares Held | $ Value | Type | % Change | Options |
|---|---|---|---|---|---|---|---|
| AMD | ADVANCED MICRO DEVICES INC | 4.81 | 1,406,000 | 253,769,000 | UNCHANGED | 0.00 | |
| AMZN | AMAZON COM INC | 7.75 | 2,268,000 | 409,102,000 | UNCHANGED | 0.00 | |
| BZ | KANZHUN LIMITED | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| CDNS | CADENCE DESIGN SYSTEM INC | 2.24 | 380,000 | 118,286,000 | REDUCED | -44.12 | |
| CPNG | COUPANG INC | 2.92 | 8,653,000 | 153,937,000 | UNCHANGED | 0.00 | |
| FRSH | FRESHWORKS INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| FTNT | FORTINET INC | 0.97 | 753,000 | 51,437,400 | NEW | ||
| GLBE | GLOBAL E ONLINE LTD | 0.62 | 900,000 | 32,715,000 | ADDED | 201 | |
| HUBS | HUBSPOT INC | 5.74 | 484,000 | 303,255,000 | UNCHANGED | 0.00 | |
| LRCX | LAM RESEARCH CORP | 4.32 | 235,000 | 228,319,000 | UNCHANGED | 0.00 | |
| META | META PLATFORMS INC | 13.09 | 1,423,000 | 690,980,000 | REDUCED | -18.12 | |
| MSFT | MICROSOFT CORP | 11.95 | 1,500,000 | 631,080,000 | UNCHANGED | 0.00 | |
| NOW | SERVICENOW INC | 14.27 | 988,000 | 753,251,000 | UNCHANGED | 0.00 | |
| NU | NU HLDGS LTD | 7.57 | 33,500,000 | 399,655,000 | UNCHANGED | 0.00 | |
| NVDA | NVIDIA CORPORATION | 9.19 | 537,000 | 485,212,000 | ADDED | 47.93 | |
| PANW | PALO ALTO NETWORKS INC | 2.11 | 392,000 | 111,379,000 | UNCHANGED | 0.00 | |
| PDD | PDD HOLDINGS INC | 2.81 | 1,276,000 | 148,335,000 | UNCHANGED | 0.00 | |
| SHOP | SHOPIFY INC | 7.75 | 5,302,000 | 409,155,000 | ADDED | 6.53 | |
| SQ | BLOCK INC | 1.46 | 910,500 | 77,010,100 | UNCHANGED | 0.00 | |
| TSM | TAIWAN SEMICONDUCTOR MFG LTD | 0.23 | 90,772 | 12,349,500 | UNCHANGED | 0.00 | |
| ZI | ZOOMINFO TECHNOLOGIES INC | 0.00 | 0.00 | 0.00 | SOLD OFF | -100 | |
| MAPLEBEAR INC | 0.20 | 280,037 | 10,442,600 | UNCHANGED | 0.00 |