- New Purchases: PDD, OKTA,
- Added Positions: RNG, FB, PYPL, HUBS,
- Reduced Positions: MDB, MIME,
- Sold Out: NEWR, DBX, DOMO,
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.- Twilio Inc (TWLO) - 1,678,000 shares, 13.52% of the total portfolio.
- Shopify Inc (SHOP) - 787,000 shares, 10.14% of the total portfolio.
- ServiceNow Inc (NOW) - 613,000 shares, 9.42% of the total portfolio.
- HubSpot Inc (HUBS) - 799,000 shares, 8.28% of the total portfolio. Shares added by 2.04%
- MongoDB Inc (MDB) - 874,000 shares, 8.01% of the total portfolio. Shares reduced by 16.94%
Scge Management, L.p. initiated holding in Pinduoduo Inc. The purchase prices were between $21.52 and $31.14, with an estimated average price of $26.74. The stock is now traded at around $22.55. The impact to a portfolio due to this purchase was 2.96%. The holding were 1,911,000 shares as of .
New Purchase: Okta Inc (OKTA)Scge Management, L.p. initiated holding in Okta Inc. The purchase prices were between $59.56 and $86.43, with an estimated average price of $78.99. The stock is now traded at around $109.40. The impact to a portfolio due to this purchase was 1.81%. The holding were 350,726 shares as of .
Added: RingCentral Inc (RNG)Scge Management, L.p. added to a holding in RingCentral Inc by 125.86%. The purchase prices were between $78.42 and $111.57, with an estimated average price of $98. The stock is now traded at around $121.94. The impact to a portfolio due to this purchase was 1.68%. The holding were 449,000 shares as of .
Added: Facebook Inc (FB)Scge Management, L.p. added to a holding in Facebook Inc by 25.00%. The purchase prices were between $131.09 and $173.37, with an estimated average price of $158.51. The stock is now traded at around $187.62. The impact to a portfolio due to this purchase was 1.04%. The holding were 500,000 shares as of .
Sold Out: New Relic Inc (NEWR)Scge Management, L.p. sold out a holding in New Relic Inc. The sale prices were between $75.44 and $108.06, with an estimated average price of $98.78.
Sold Out: Dropbox Inc (DBX)Scge Management, L.p. sold out a holding in Dropbox Inc. The sale prices were between $20.09 and $25.99, with an estimated average price of $23.28.
Sold Out: Domo Inc (DOMO)Scge Management, L.p. sold out a holding in Domo Inc. The sale prices were between $17.69 and $44.01, with an estimated average price of $30.45.
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