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) 847

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 32.23%
Technology 41.22%
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 73,229 12,674 20.93 1,300,000
ZULILY INC CL A 65,934 34,749 111.43 1,850,000
CROWN CASTLE INTL CORP COM 54,985 -11,783 (17.65) 700,000
58 COM INC SPON ADR REP A 53,120 253 .48 1,050,000
LINKEDIN CORP COM CL A 52,301 5,448 11.63 240,000
TAL ED GROUP ADS REPSTG COM 51,094 3,208 6.70 1,478,000
PALO ALTO NETWORKS INC COM 50,982 New 600,000
GRUPO TELEVISA SA SPON ADR REP ORD 46,475 -5,577 (10.71) 1,250,000
VEEVA SYS INC CL A COM 43,292 28,496 192.59 1,975,000
AMAZON COM INC COM 40,294 -16,789 (29.41) 120,000
AMERICAN TOWER CORP NEW COM 39,464 13,812 53.85 400,000
MICRON TECHNOLOGY INC COM 38,295 -11,655 (23.33) 1,150,000
EQUINIX INC COM NEW 35,261 2,204 6.67 160,000
VIPSHOP HLDGS LTD SPONSORED ADR 32,387 New 150,000
GOOGLE INC CL A 27,687 2,382 9.41 46,500
JUMEI INTL HLDG LTD SPONSORED ADR 27,090 27,090 New 850,000
WORKDAY INC CL A 26,523 26,523 New 300,000
GOOGLE INC CL C 25,425 584 2.35 43,500
TABLEAU SOFTWARE INC CL A 19,335 19,335 New 315,000
FACEBOOK INC CL A 11,222 -14,962 (57.14) 150,000