Scge Management, L.p. Buys DoorDash Inc, Airbnb Inc, CrowdStrike Holdings Inc, Sells MSCI Inc, Chegg Inc, Bilibili Inc

• New Purchases: DASH, ABNB, SQ,
• Added Positions: CRWD, DOCU, MSFT, AMZN, BIGC, SE, BEKE, PYPL,
• Reduced Positions: FB,
• Sold Out: MSCI, CHGG, BILI,

For the details of SCGE MANAGEMENT, L.P.'s stock buys and sells, go to https://www.gurufocus.com/guru/scge+management%2C+l.p./current-portfolio/portfolio

1. Shopify Inc (SHOP) - 894,000 shares, 11.76% of the total portfolio.
2. Twilio Inc (TWLO) - 2,783,100 shares, 10.95% of the total portfolio.
3. DoorDash Inc (DASH) - 4,284,115 shares, 7.11% of the total portfolio. New Position
4. RingCentral Inc (RNG) - 1,503,000 shares, 6.62% of the total portfolio.
5. HubSpot Inc (HUBS) - 1,408,000 shares, 6.49% of the total portfolio.

Scge Management, L.p. initiated holding in DoorDash Inc. The purchase prices were between $140.2 and $189.51, with an estimated average price of $159.61. The stock is now traded at around $212.170000. The impact to a portfolio due to this purchase was 7.11%. The holding were 4,284,115 shares as of 2020-12-31.

Scge Management, L.p. initiated holding in Airbnb Inc. The purchase prices were between $124.8 and $163.19, with an estimated average price of $147.63. The stock is now traded at around $209.860000. The impact to a portfolio due to this purchase was 2.87%. The holding were 1,681,244 shares as of 2020-12-31.

Scge Management, L.p. initiated holding in Square Inc. The purchase prices were between $154.88 and $241.58, with an estimated average price of $195.49. The stock is now traded at around $276.020000. The impact to a portfolio due to this purchase was 0.51%. The holding were 200,000 shares as of 2020-12-31.

Scge Management, L.p. added to a holding in CrowdStrike Holdings Inc by 47.94%. The purchase prices were between $123.5 and $224.9, with an estimated average price of $156.08. The stock is now traded at around $242.420000. The impact to a portfolio due to this purchase was 1.16%. The holding were 1,450,000 shares as of 2020-12-31.

Scge Management, L.p. added to a holding in DocuSign Inc by 23.67%. The purchase prices were between $197.6 and $251.6, with an estimated average price of $224.66. The stock is now traded at around $264.690000. The impact to a portfolio due to this purchase was 0.52%. The holding were 1,045,000 shares as of 2020-12-31.

Scge Management, L.p. added to a holding in BigCommerce Holdings Inc by 410.00%. The purchase prices were between $64.15 and $105.99, with an estimated average price of $79.69. The stock is now traded at around $74.810000. The impact to a portfolio due to this purchase was 0.15%. The holding were 255,000 shares as of 2020-12-31.

Scge Management, L.p. added to a holding in KE Holdings Inc by 641.35%. The purchase prices were between $59 and $75.76, with an estimated average price of $66.53. The stock is now traded at around $68.000000. The impact to a portfolio due to this purchase was 0.07%. The holding were 115,592 shares as of 2020-12-31.

Scge Management, L.p. sold out a holding in MSCI Inc. The sale prices were between $340.68 and $446.53, with an estimated average price of $392.88.

Scge Management, L.p. sold out a holding in Chegg Inc. The sale prices were between $66.09 and $93.89, with an estimated average price of $79.53.

Scge Management, L.p. sold out a holding in Bilibili Inc. The sale prices were between $41.8 and $94.35, with an estimated average price of $58.83.