SCGE MANAGEMENT, L.P. Diversified Active

Location: Menlo Park, CA

CIK: 0001537530 · Show all filings

Period: Q2 2013 (Next →)

Filing Date: Aug 14, 2013

Total Value: $453M (100.0% shares, 0.0% debt)

Holdings (21)

VRSN VERISIGN INC 12.3%

Value $55.83M Shares 1,250,000 Est. Cost $45.93 Unrealized 0.0%

— CROWN CASTLE INTL CORP 11.6%

Value $52.48M Shares 725,000 Est. Cost $72.39 Unrealized —

NBIS YANDEX N V 10.0%

Value $45.35M Shares 1,640,000 Est. Cost $27.65 Unrealized —

— GOOGLE INC 9.2%

Value $41.82M Shares 47,500 Est. Cost $880.38 Unrealized —

— EQUINIX INC 6.9%

Value $31.4M Shares 170,000 Est. Cost $184.72 Unrealized —

AMZN AMAZON COM INC 5.8%

Value $26.38M Shares 95,000 Est. Cost $13.32 Unrealized 0.0%

— SENSATA TECHNOLOGIES HLDG BV 5.4%

Value $24.43M Shares 700,000 Est. Cost $34.90 Unrealized —

VNET 21VIANET GROUP INC 5.3%

Value $24.13M Shares 2,130,000 Est. Cost $11.33 Unrealized —

— NIELSEN HOLDINGS N V 5.2%

Value $23.51M Shares 700,000 Est. Cost $33.59 Unrealized —

PEGA PEGASYSTEMS INC 5.1%

Value $23.18M Shares 700,000 Est. Cost $7.38 Unrealized 0.0%

— TIBCO SOFTWARE INC 4.2%

Value $18.84M Shares 880,000 Est. Cost $21.40 Unrealized —

CSGP COSTAR GROUP INC 3.6%

Value $16.13M Shares 125,000 Est. Cost $11.32 Unrealized 0.0%

— PANDORA MEDIA INC 3.2%

Value $14.72M Shares 800,000 Est. Cost $18.40 Unrealized —

TAL TAL ED GROUP 2.3%

Value $10.59M Shares 1,010,183 Est. Cost $10.48 Unrealized —

— ISOFTSTONE HLDGS LTD 2.1%

Value $9.288M Shares 1,800,000 Est. Cost $5.16 Unrealized —

VIPS VIPSHOP HLDGS LTD 1.9%

Value $8.748M Shares 300,000 Est. Cost $29.16 Unrealized —

WDAY WORKDAY INC 1.8%

Value $8.011M Shares 125,000 Est. Cost $62.77 Unrealized 0.0%

— TABLEAU SOFTWARE INC 1.2%

Value $5.542M Shares 100,000 Est. Cost $55.42 Unrealized —

— RIVERBED TECHNOLOGY INC 1.2%

Value $5.446M Shares 350,000 Est. Cost $15.56 Unrealized —

PANW PALO ALTO NETWORKS INC 1.0%

Value $4.666M Shares 110,677 Est. Cost $8.33 Unrealized 0.0%

TV GRUPO TELEVISA SA 0.5%

Value $2.484M Shares 100,000 Est. Cost $24.84 Unrealized —

Ticker	Issuer	Shares	Value	%	Est. Cost	Unrealized	Class	CUSIP
VRSN	VERISIGN INC	1,250,000	$55.83M	12.3%	$45.93	0.0%	COM	92343E102
—	CROWN CASTLE INTL CORP	725,000	$52.48M	11.6%	$72.39	—	COM	228227104
NBIS	YANDEX N V	1,640,000	$45.35M	10.0%	$27.65	—	SHS CLASS A	N97284108
—	GOOGLE INC	47,500	$41.82M	9.2%	$880.38	—	CL A	38259P508
—	EQUINIX INC	170,000	$31.4M	6.9%	$184.72	—	COM NEW	29444U502
AMZN	AMAZON COM INC	95,000	$26.38M	5.8%	$13.32	0.0%	COM	023135106
—	SENSATA TECHNOLOGIES HLDG BV	700,000	$24.43M	5.4%	$34.90	—	SHS	N7902X106
VNET	21VIANET GROUP INC	2,130,000	$24.13M	5.3%	$11.33	—	SPONSORED ADR	90138A103
—	NIELSEN HOLDINGS N V	700,000	$23.51M	5.2%	$33.59	—	COM	N63218106
PEGA	PEGASYSTEMS INC	700,000	$23.18M	5.1%	$7.38	0.0%	COM	705573103
—	TIBCO SOFTWARE INC	880,000	$18.84M	4.2%	$21.40	—	COM	88632Q103
CSGP	COSTAR GROUP INC	125,000	$16.13M	3.6%	$11.32	0.0%	COM	22160N109
—	PANDORA MEDIA INC	800,000	$14.72M	3.2%	$18.40	—	COM	698354107
TAL	TAL ED GROUP	1,010,183	$10.59M	2.3%	$10.48	—	ADS REPSTG COM	874080104
—	ISOFTSTONE HLDGS LTD	1,800,000	$9.288M	2.1%	$5.16	—	SPONSORED ADS	46489B108
VIPS	VIPSHOP HLDGS LTD	300,000	$8.748M	1.9%	$29.16	—	SPONSORED ADR	92763W103
WDAY	WORKDAY INC	125,000	$8.011M	1.8%	$62.77	0.0%	CL A	98138H101
—	TABLEAU SOFTWARE INC	100,000	$5.542M	1.2%	$55.42	—	CL A	87336U105
—	RIVERBED TECHNOLOGY INC	350,000	$5.446M	1.2%	$15.56	—	COM	768573107
PANW	PALO ALTO NETWORKS INC	110,677	$4.666M	1.0%	$8.33	0.0%	COM	697435105
TV	GRUPO TELEVISA SA	100,000	$2.484M	0.5%	$24.84	—	SPON ADR REP ORD	40049J206