SCGE MANAGEMENT, L.P.

Q3 2020 13F-HR Holdings

Location
Menlo Park, CA
Holdings as of
9/30/2020
Date filed
11/16/2020
Form type
13F-HR
Num holdings
31
Total value ($000)
$6,419,015
Net value change ($000)
+1,241,527 (24.0%)
New positions
8
Sold out positions
1
Turnover %
5.2%
Sector allocation + QoQ delta (equities-only)
Prev filing: 8/14/2020 Next filing: 2/17/2021 SEC filing

Snapshot: Change Analysis

Compared to Q2 2020
Methodology: sector metrics are equities-only; instrument mix chart is ex-options; options exposure is shown separately. Why this matters.
Top Adds (Value $000, Stocks/ETFs)
SNOW 181,225 NEW
SHOP 113,410 14.2%
SE 102,656 43.6%
HUBS 95,575 30.3%
CRWD 89,460 198.2%
U 87,280 NEW
TWLO 77,008 12.6%
ZM 75,800 85.4%
BABA 72,409 36.3%
NOW 66,599 19.7%
Top Reduces (Value $000, Stocks/ETFs)
Arco Platform Ltd. -30,222 -100.0%
MSCI -26,600 -18.0%
PDD -25,262 -13.6%
BILI -2,360 -10.2%
GTM -402 -15.8%
Instrument mix + QoQ Δ (ex-options)
How this table is calculated: SEC VALUE ($000) is used as reported. For derivatives (PUT/CALL/WARRANT/RIGHT), SEC value represents reported underlying exposure, not premium cash paid/received. Column % is bucket-based: non-options share is calculated inside non-option total, options share is calculated inside options total. Details.
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Instrument:
Issuer Name Ticker Sector Industry Class History Value ($000) % Shares Shares Δ Shares Δ% Value Δ ($000) Value Δ% Principal Option Type