Scge Management, L.P.
- SEC CIK
- 0001537530
- Latest filing
- Aug 14, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 16, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 40
- +3 vs. Q1 2021
- Portfolio value
- $10.7B
- +$1.76B (+19.8%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| SHOPShopify Inc. | Stock | 894,000 | $1.31B | 12.2% | 00.0% | Unchanged | History |
| TWLOTwilio Inc | CL A | 2,783,100 | $1.10B | 10.3% | 00.0% | Unchanged | History |
| HUBSHubSpot Inc | COM | 1,408,000 | $820.5M | 7.7% | 00.0% | Unchanged | History |
| DASHDoorDash, Inc. | Stock | 4,284,115 | $764.0M | 7.2% | 00.0% | Unchanged | History |
| SESea Ltd | SPONSORD ADS | 2,254,816 | $619.2M | 5.8% | 00.0% | Unchanged | History |
| CPNGCoupang, Inc. | CL A | 14,293,407 | $597.8M | 5.6% | 00.0% | Unchanged | History |
| PYPLPayPal Holdings, Inc. | Stock | 1,796,000 | $523.5M | 4.9% | 00.0% | Unchanged | History |
| NOWServiceNow, Inc. | Stock | 833,100 | $457.8M | 4.3% | 00.0% | Unchanged | History |
| OKTAOkta, Inc. | CL A | 1,787,000 | $437.2M | 4.1% | 00.0% | Unchanged | History |
| RNGRingCentral, Inc. | CL A | 1,503,000 | $436.7M | 4.1% | 00.0% | Unchanged | History |
| MSFTMicrosoft Corp | Stock | 1,605,000 | $434.8M | 4.1% | 00.0% | Unchanged | History |
| AMZNAmazon Com Inc | Stock | 120,800 | $415.6M | 3.9% | 00.0% | Unchanged | History |
| CRWDCrowdStrike Holdings, Inc. | Stock | 1,450,000 | $364.4M | 3.4% | 00.0% | Unchanged | History |
| DOCUDocuSign, Inc. | Stock | 1,255,000 | $350.9M | 3.3% | 00.0% | Unchanged | History |
| PDDPDD Holdings Inc. | SPONSORED ADS | 2,161,000 | $274.5M | 2.6% | 00.0% | Unchanged | History |
| ABNBAirbnb, Inc. | Stock | 1,681,244 | $257.5M | 2.4% | 00.0% | Unchanged | History |
| SSentinelOne, Inc. | CL A | 4,856,092 | $206.4M | 1.9% | +4,856,092 | New | History |
| SNOWSnowflake Inc. | Stock | 722,012 | $174.6M | 1.6% | 00.0% | Unchanged | History |
| METAMeta Platforms, Inc. | Stock | 485,300 | $168.7M | 1.6% | 00.0% | Unchanged | History |
| MDLAMedallia, Inc. | COM | 4,099,026 | $138.3M | 1.3% | 00.0% | Unchanged | History |
| ZMZoom Communications, Inc. | Stock | 350,000 | $135.5M | 1.3% | 00.0% | Unchanged | History |
| UUnity Software Inc. | COM | 1,000,000 | $109.8M | 1.0% | 00.0% | Unchanged | History |
| AMATApplied Materials Inc | Stock | 715,000 | $101.8M | 1.0% | 00.0% | Unchanged | History |
| LRCXLam Research Corp | COM | 150,000 | $97.6M | 0.9% | 00.0% | Unchanged | History |
| FIVNFive9, Inc. | COM | 444,072 | $81.4M | 0.8% | 00.0% | Unchanged | History |
| CFLTConfluent, Inc. | CLASS A COM | 1,618,504 | $76.9M | 0.7% | +1,618,504 | New | History |
| PATHUiPath, Inc. | Stock | 942,304 | $64.0M | 0.6% | +942,304 | New | History |
| BEKEKE Holdings Inc. | SPONSORED ADS | 1,339,176 | $63.9M | 0.6% | +1,223,584+1,058.5% | Added | History |
| XYZBlock, Inc. | CL A | 200,000 | $48.8M | 0.5% | 00.0% | Unchanged | History |
| BABAAlibaba Group Holding Ltd | ADR | 78,000 | $17.7M | 0.2% | 00.0% | Unchanged | History |
| NCNOnCino, Inc. | COM | 175,750 | $10.5M | 0.1% | 00.0% | Unchanged | History |
| Vasta Platform Ltd CL AG9440A109 | Stock | 1,000,000 | $8.12M | 0.1% | 00.0% | Unchanged | – |
| CMRCCommerce.com, Inc. | COM SER 1 | 50,000 | $3.25M | <0.1% | 00.0% | Unchanged | History |
| GTMZoomInfo Technologies Inc. | Stock | 50,000 | $2.61M | <0.1% | 00.0% | Unchanged | History |
| BILLBILL Holdings, Inc. | Stock | 11,500 | $2.11M | <0.1% | 00.0% | Unchanged | History |
| XMQualtrics International Inc. | COM CL A | 40,000 | $1.53M | <0.1% | 00.0% | Unchanged | History |
| AFRMAffirm Holdings, Inc. | COM CL A | 20,000 | $1.35M | <0.1% | 00.0% | Unchanged | History |
| SUMOSumo Logic, Inc. | COM | 65,000 | $1.34M | <0.1% | 00.0% | Unchanged | History |
| OSCROscar Health, Inc. | CL A | 40,000 | $860.0K | <0.1% | 00.0% | Unchanged | History |
| BZKanzhun Ltd | SPONSORED ADS | 10,000 | $397.0K | <0.1% | +10,000 | New | History |
Sold out since Q1 2021 (1)
Positions held at the end of Q1 2021 that are gone from this filing.