SCGE MANAGEMENT, L.P. Information

3000 SAND HILL ROAD, MENLO PARK, California, 94025, (650) 854-3927

Report Date: 06/30/2014

Position Statistics

Total Positions 35
New Positions 8
Increased Positions 18
Decreased Positions 15
Positions with Activity 33
Sold Out Positions 9
Total Mkt Value (in $ millions) 851

Institutional Holdings information is filed by major institutions on form 13-F with the Securities and Exchange Commission.

Sector Weighting

Basic Materials
Capital Goods
Conglomerates 0%
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 31.7%
Technology 41.67%
Transportation
Utilities

35 Positions as of 06/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
VERISIGN INC COM 72,592 12,564 20.93 1,300,000
ZULILY INC CL A 69,042 36,387 111.43 1,850,000
PALO ALTO NETWORKS INC COM 59,568 New 600,000
VEEVA SYS INC CL A COM 57,236 37,674 192.59 1,975,000
CROWN CASTLE INTL CORP COM 55,818 -11,961 (17.65) 700,000
TAL ED GROUP ADS REPSTG COM 52,602 3,303 6.70 1,478,000
LINKEDIN CORP COM CL A 50,681 5,279 11.63 240,000
GRUPO TELEVISA SA SPON ADR REP ORD 44,138 -5,297 (10.71) 1,250,000
AMAZON COM INC COM 39,758 -16,566 (29.41) 120,000
AMERICAN TOWER CORP NEW COM 38,064 13,322 53.85 400,000
58 COM INC SPON ADR REP A 36,719 175 .48 1,050,000
MICRON TECHNOLOGY INC COM 36,375 -11,071 (23.33) 1,150,000
EQUINIX INC COM NEW 34,797 2,175 6.67 160,000
VIPSHOP HLDGS LTD SPONSORED ADR 31,350 New 150,000
GOOGLE INC CL A 28,151 2,422 9.41 46,500
WORKDAY INC CL A 26,715 26,715 New 300,000
GOOGLE INC CL C 25,929 596 2.35 43,500
TABLEAU SOFTWARE INC CL A 23,077 23,077 New 315,000
JUMEI INTL HLDG LTD SPONSORED ADR 21,718 21,718 New 850,000
FACEBOOK INC CL A 11,687 -15,582 (57.14) 150,000