- New Purchases: NU, AVDX, RIVN,
- Added Positions: AMZN, CVNA,
- Reduced Positions: TWLO, HOOD, U, HUBS,
- Sold Out: PYPL, DOCU, PDD, FB, MDLA, ZM, PATH, VSTA, BILL, BIGC, SUMO,
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.- Shopify Inc (SHOP) - 894,000 shares, 13.97% of the total portfolio.
- HubSpot Inc (HUBS) - 1,371,547 shares, 10.25% of the total portfolio. Shares reduced by 2.59%
- DoorDash Inc (DASH) - 4,284,115 shares, 7.23% of the total portfolio.
- ServiceNow Inc (NOW) - 833,100 shares, 6.13% of the total portfolio.
- Microsoft Corp (MSFT) - 1,605,000 shares, 6.12% of the total portfolio.
Scge Management, L.p. initiated holding in Nu Holdings Ltd. The purchase prices were between $8.94 and $11.85, with an estimated average price of $9.82. The stock is now traded at around $10.090000. The impact to a portfolio due to this purchase was 4.72%. The holding were 44,410,178 shares as of 2021-12-31.
New Purchase: AvidXchange Holdings Inc (AVDX)Scge Management, L.p. initiated holding in AvidXchange Holdings Inc. The purchase prices were between $15.06 and $26.57, with an estimated average price of $20.81. The stock is now traded at around $11.110000. The impact to a portfolio due to this purchase was 0.35%. The holding were 2,040,316 shares as of 2021-12-31.
New Purchase: Rivian Automotive Inc (RIVN)Scge Management, L.p. initiated holding in Rivian Automotive Inc. The purchase prices were between $89.98 and $172.01, with an estimated average price of $114.72. The stock is now traded at around $64.740000. The impact to a portfolio due to this purchase was 0.02%. The holding were 20,000 shares as of 2021-12-31.
Added: Carvana Co (CVNA)Scge Management, L.p. added to a holding in Carvana Co by 890.00%. The purchase prices were between $204.12 and $303.18, with an estimated average price of $274.34. The stock is now traded at around $135.230000. The impact to a portfolio due to this purchase was 0.23%. The holding were 99,000 shares as of 2021-12-31.
Sold Out: PayPal Holdings Inc (PYPL)Scge Management, L.p. sold out a holding in PayPal Holdings Inc. The sale prices were between $179.32 and $271.7, with an estimated average price of $214.83.
Sold Out: DocuSign Inc (DOCU)Scge Management, L.p. sold out a holding in DocuSign Inc. The sale prices were between $135.09 and $284.11, with an estimated average price of $226.68.
Sold Out: Pinduoduo Inc (PDD)Scge Management, L.p. sold out a holding in Pinduoduo Inc. The sale prices were between $54.01 and $100.64, with an estimated average price of $78.43.
Sold Out: Meta Platforms Inc (FB)Scge Management, L.p. sold out a holding in Meta Platforms Inc. The sale prices were between $306.84 and $347.56, with an estimated average price of $332.02.
Sold Out: Medallia Inc (MDLA)Scge Management, L.p. sold out a holding in Medallia Inc. The sale prices were between $33.9 and $33.99, with an estimated average price of $33.95.
Sold Out: Zoom Video Communications Inc (ZM)Scge Management, L.p. sold out a holding in Zoom Video Communications Inc. The sale prices were between $181.81 and $285.66, with an estimated average price of $233.56.
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