Get Premium to unlock powerful stock data

Scge Management, L.p. Buys Robinhood Markets Inc, Confluent Inc, Vtex, Sells KE Holdings Inc, Alibaba Group Holding

Author's Avatar
insider
Nov 16, 2021
Article's Main Image
Menlo Park, CA, based Investment company Scge Management, L.p. (Current Portfolio) buys Robinhood Markets Inc, Confluent Inc, Vtex, Freshworks Inc, Freshworks Inc, sells KE Holdings Inc, Alibaba Group Holding during the 3-months ended 2021Q3, according to the most recent filings of the investment company, Scge Management, L.p.. As of 2021Q3, Scge Management, L.p. owns 43 stocks with a total value of $10.8 billion. These are the details of the buys and sells.

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

These are the top 5 holdings of SCGE MANAGEMENT, L.P.
  1. Shopify Inc (SHOP) - 894,000 shares, 11.25% of the total portfolio.
  2. HubSpot Inc (HUBS) - 1,408,000 shares, 8.83% of the total portfolio.
  3. Twilio Inc (TWLO) - 2,783,100 shares, 8.24% of the total portfolio.
  4. DoorDash Inc (DASH) - 4,284,115 shares, 8.19% of the total portfolio.
  5. Sea Ltd (SE) - 2,254,816 shares, 6.67% of the total portfolio.
New Purchase: Robinhood Markets Inc (HOOD)

Scge Management, L.p. initiated holding in Robinhood Markets Inc. The purchase prices were between $34.82 and $70.39, with an estimated average price of $45.44. The stock is now traded at around $33.855000. The impact to a portfolio due to this purchase was 3.75%. The holding were 9,603,145 shares as of 2021-09-30.

New Purchase: Freshworks Inc (FRSH)

Scge Management, L.p. initiated holding in Freshworks Inc. The purchase prices were between $42.27 and $47.55, with an estimated average price of $44.8. The stock is now traded at around $39.020000. The impact to a portfolio due to this purchase was 0.06%. The holding were 150,000 shares as of 2021-09-30.

New Purchase: Vtex (VTEX)

Scge Management, L.p. initiated holding in Vtex. The purchase prices were between $20.57 and $32.25, with an estimated average price of $24.98. The stock is now traded at around $15.270000. The impact to a portfolio due to this purchase was 0.06%. The holding were 300,000 shares as of 2021-09-30.

New Purchase: Freshworks Inc (FRSH)

Scge Management, L.p. initiated holding in Freshworks Inc. The purchase prices were between $42.27 and $47.55, with an estimated average price of $44.8. The stock is now traded at around $39.020000. The impact to a portfolio due to this purchase was 0.06%. The holding were 150,000 shares as of 2021-09-30.

New Purchase: Carvana Co (CVNA)

Scge Management, L.p. initiated holding in Carvana Co. The purchase prices were between $301.54 and $370.1, with an estimated average price of $332.15. The stock is now traded at around $299.810000. The impact to a portfolio due to this purchase was 0.03%. The holding were 10,000 shares as of 2021-09-30.

New Purchase: Amplitude Inc (AMPL)

Scge Management, L.p. initiated holding in Amplitude Inc. The purchase prices were between $54.01 and $54.8, with an estimated average price of $54.38. The stock is now traded at around $71.500000. The impact to a portfolio due to this purchase was 0.03%. The holding were 60,383 shares as of 2021-09-30.

Added: Confluent Inc (CFLT)

Scge Management, L.p. added to a holding in Confluent Inc by 74.14%. The purchase prices were between $39 and $72.61, with an estimated average price of $51.95. The stock is now traded at around $82.110000. The impact to a portfolio due to this purchase was 0.66%. The holding were 2,818,504 shares as of 2021-09-30.

Sold Out: KE Holdings Inc (BEKE)

Scge Management, L.p. sold out a holding in KE Holdings Inc. The sale prices were between $15.64 and $46.95, with an estimated average price of $24.64.

Sold Out: Alibaba Group Holding Ltd (BABA)

Scge Management, L.p. sold out a holding in Alibaba Group Holding Ltd. The sale prices were between $145.08 and $221.87, with an estimated average price of $182.3.



Here is the complete portfolio of SCGE MANAGEMENT, L.P.. Also check out:

1. SCGE MANAGEMENT, L.P.'s Undervalued Stocks
2. SCGE MANAGEMENT, L.P.'s Top Growth Companies, and
3. SCGE MANAGEMENT, L.P.'s High Yield stocks
4. Stocks that SCGE MANAGEMENT, L.P. keeps buying
Rating:
NaN / 5 ( votes)
Author's Avatar
WRITTEN BY

GuruFocus Screeners

Related Articles

Q&A with Gurus