SCGE MANAGEMENT, L.P.

Q4 2020 13F-HR Holdings

Location
Menlo Park, CA
Holdings as of
12/31/2020
Date filed
2/17/2021
Form type
13F-HR
Num holdings
31
Total value ($000)
$8,602,735
Net value change ($000)
+2,183,720 (34.0%)
New positions
3
Sold out positions
3
Turnover %
13.1%
Sector allocation + QoQ delta (equities-only)
Prev filing: 11/16/2020 Next filing: 5/17/2021 SEC filing

Snapshot: Change Analysis

Compared to Q3 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)
DASH 611,557 NEW
TWLO 254,403 37.0%
ABNB 246,807 NEW
PDD 223,707 139.6%
CRWD 172,548 128.2%
RNG 156,853 38.0%
HUBS 146,728 35.7%
SE 110,934 32.8%
SHOP 97,428 10.7%
PYPL 72,167 20.7%
Top Reduces (Value $000, Stocks/ETFs)
MSCI -120,948 -100.0%
CHGG -87,514 -100.0%
BABA -56,657 -20.8%
ZM -46,477 -28.2%
BILI -20,800 -100.0%
META -8,976 -3.4%
NCNO -1,278 -9.1%
VASTA PLATFORM LTD -930 -6.0%
RXT -14 -1.2%
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