SM
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SCGE MANAGEMENT, L.P.13F | |
| SCGE MANAGEMENT, L.P. | |
| Last update 2024-08-14 | 19 Stocks (3 new) |
| Value $5.12 Bil | Turnover 4 % |
| Portfolio Report | |
SCGE MANAGEMENT, L.P. Top Holdings of 2024-06-30
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| Ticker | | Company | Shares | Value ($1000) | Shares Change % | Weighting % | Trade Impact % | % of Shares outstanding | 3M Change % | YTD Change % | Market Cap $Mil | Industry |
|---|---|---|---|---|---|---|---|---|---|---|---|---|
NOW | ServiceNow Inc | 988,000 | 777229.960 | 0% | 15.190 | 0% | 0.480 | +26.77% | +42.86% | 207984.042 | Software | |
META | Meta Platforms Inc | 1,423,000 | 717505.060 | 0% | 14.020 | 0% | 0.060 | +15.75% | +67.00% | 1487782.074 | Interactive Media | |
MSFT | Microsoft Corp | 1,280,000 | 572096.000 | -14.67% | 11.180 | -1.75% | 0.020 | +5.17% | +13.03% | 3141534.522 | Software | |
NVDA | NVIDIA Corp | 4,545,000 | 561489.300 | -15.36% | 10.970 | -1.41% | 0.020 | +40.66% | +198.19% | 3621856.953 | Semiconductors | |
NU | Nu Holdings Ltd | 36,709,000 | 473179.010 | +9.58% | 9.250 | +0.81% | 0.770 | +28.09% | +82.83% | 72941.397 | Banks | |
AMZN | Amazon.com Inc | 2,268,000 | 438291.000 | 0% | 8.560 | 0% | 0.020 | +25.56% | +37.01% | 2189014.997 | Retail - Cyclical | |
SHOP | Shopify Inc | 4,547,000 | 300329.350 | -14.24% | 5.870 | -1.10% | 0.350 | +27.29% | +12.01% | 111803.059 | Software | |
LRCX | Lam Research Corp | 2,350,000 | 250239.750 | 0% | 4.890 | 0% | 0.180 | -1.82% | +0.57% | 100618.765 | Semiconductors | |
HUBS | HubSpot Inc | 404,000 | 238275.160 | -16.53% | 4.660 | -0.95% | 0.790 | +38.24% | +13.43% | 33893.968 | Software | |
CPNG | Coupang Inc | 11,018,000 | 230827.100 | +27.33% | 4.510 | +0.97% | 0.610 | +6.10% | +49.29% | 43478.437 | Retail - Cyclical |
SCGE MANAGEMENT, L.P.'s Historical Top Holdings Breakdowns
SCGE MANAGEMENT, L.P.'s Top Stock Picks
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| Ticker | | Company | Date | Action | Impact % | Price Range | Price | Price Change from Avrg% | Comment | Current Shares | Share Change |
|---|---|---|---|---|---|---|---|---|---|---|---|
AMD | Advanced Micro Devices Inc | 2024-06-30 | Sold Out | -4.81% | 144.27 ($160.87) 183.34 | $147.95 | -8.03% | Sold Out | 0 | -1,406,000 | |
MSFT | Microsoft Corp | 2024-06-30 | Reduce | -1.75% | 389.33 ($422.32) 452.85 | $422.54 | 0.05% | Reduce -14.67% | 1,280,000 | -220,000 | |
NVDA | NVIDIA Corp | 2024-06-30 | Reduce | -1.41% | 76.2 ($101.1) 135.58 | $147.63 | 46.02% | Reduce -15.36% | 4,545,000 | -825,000 | |
SQ | Block Inc | 2024-06-30 | Reduce | -1.18% | 61.9 ($69.96) 81.46 | $74.56 | 6.58% | Reduce -80.92% | 173,728 | -736,772 | |
SHOP | Shopify Inc | 2024-06-30 | Reduce | -1.10% | 56.97 ($66.33) 78.19 | $87.12 | 31.34% | Reduce -14.24% | 4,547,000 | -755,000 | |
CPNG | Coupang Inc | 2024-06-30 | Add | +0.97% | 18.2 ($21.68) 23.65 | $24.17 | 11.49% | Add 27.33% | 11,018,000 | 2,365,000 | |
FTNT | Fortinet Inc | 2024-06-30 | Sold Out | -0.97% | 57.94 ($62.18) 71.32 | $92.04 | 48.02% | Sold Out | 0 | -753,000 | |
HUBS | HubSpot Inc | 2024-06-30 | Reduce | -0.95% | 557.25 ($613.26) 682.02 | $656.56 | 7.06% | Reduce -16.53% | 404,000 | -80,000 | |
ETN | Eaton Corp PLC | 2024-06-30 | New Buy | +0.92% | 303.02 ($322.85) 340.89 | $366.67 | 13.57% | New holding | 149,500 | 149,500 | |
MU | Micron Technology Inc | 2024-06-30 | New Buy | +0.84% | 106.77 ($126.02) 153.45 | $111.94 | -11.17% | New holding | 325,000 | 325,000 |
SCGE MANAGEMENT, L.P. Total Holding History ($B)
SCGE MANAGEMENT, L.P.'s Asset Allocation
SCGE MANAGEMENT, L.P. Past Portfolios
| Portfolio Date | Number of Stocks | New Stocks | Total Value ($Mil) | Q/Q Turnover |
|---|---|---|---|---|
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SCGE MANAGEMENT, L.P.'s Hypothetical Growth since 2024-06-30
SCGE MANAGEMENT, L.P.'s Yearly Returns
| Year | Portfolio % | % | Excess Gain % |
|---|
SCGE MANAGEMENT, L.P.'s Holdings Heat Map
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SCGE MANAGEMENT, L.P.'s Holdings Bubble Chart
SCGE MANAGEMENT, L.P. News
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