SCGE MANAGEMENT, L.P. Information

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

Report Date: 09/30/2014

Position Statistics

Total Positions 30
New Positions 4
Increased Positions 10
Decreased Positions 14
Positions with Activity 24
Sold Out Positions 3
Total Mkt Value (in $ millions) 855

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
Consumer Cyclical
Consumer/Non-Cyclical
Energy
Financial
Healthcare
Services 27.3%
Technology 43.74%
Transportation
Utilities

30 Positions as of 09/30/2014

Company Class Value of Shares ($1,000s) ▼ Change in Value ($1,000s) Change (%) Shares Held
ALIBABA GROUP HLDG LTD SPONSORED ADS 81,686 81,686 New 725,000
PALO ALTO NETWORKS INC COM 72,360 New 600,000
ZULILY INC CL A 60,102 7,155 13.51 2,100,000
LINKEDIN CORP COM CL A 54,322 New 240,000
VIPSHOP HLDGS LTD SPONSORED ADR 51,615 17,205 50 2,250,000
WORKDAY INC CL A 46,132 19,771 75 525,000
SERVICENOW INC COM 46,058 46,058 New 720,000
CROWN CASTLE INTL CORP COM 45,381 -12,377 (21.43) 550,000
VERISIGN INC COM 45,053 -33,039 (42.31) 750,000
GRUPO TELEVISA SA SPON ADR REP ORD 44,496 -1,854 (4) 1,200,000
MICRON TECHNOLOGY INC COM 40,963 New 1,150,000
58 COM INC SPON ADR REP A 39,518 -10,778 (21.43) 825,000
AMAZON COM INC COM 33,357 -6,671 (16.67) 100,000
TAL ED GROUP ADS REPSTG COM 31,430 -15,024 (32.34) 1,000,000
VEEVA SYS INC CL A COM 27,028 -36,922 (57.74) 834,717
AMERICAN TOWER CORP NEW COM 23,558 -18,323 (43.75) 225,000
TABLEAU SOFTWARE INC CL A 23,062 -3,354 (12.7) 275,000
GOOGLE INC CL A 17,253 -8,216 (32.26) 31,500
GOOGLE INC CL C 15,401 -8,106 (34.48) 28,500
COSTAR GROUP INC COM 12,655 10,124 400 75,000


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