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) 817

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 26.28%
Technology 46.45%
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 76,814 76,814 New 725,000
PALO ALTO NETWORKS INC COM 75,594 New 600,000
LINKEDIN CORP COM CL A 55,639 New 240,000
SERVICENOW INC COM 50,177 50,177 New 720,000
ZULILY INC CL A 50,001 5,953 13.51 2,100,000
VIPSHOP HLDGS LTD SPONSORED ADR 44,888 14,963 50 2,250,000
WORKDAY INC CL A 44,247 18,963 75 525,000
VERISIGN INC COM 43,710 -32,054 (42.31) 750,000
CROWN CASTLE INTL CORP NEW COM 43,478 -11,858 (21.43) 550,000
GRUPO TELEVISA SA SPON ADR REP ORD 41,052 -1,711 (4) 1,200,000
MICRON TECHNOLOGY INC COM 40,147 New 1,150,000
58 COM INC SPON ADR REP A 34,271 -9,347 (21.43) 825,000
AMAZON COM INC COM 30,303 -6,061 (16.67) 100,000
TAL ED GROUP ADS REPSTG COM 28,390 -13,570 (32.34) 1,000,000
TABLEAU SOFTWARE INC CL A 24,409 -3,550 (12.7) 275,000
AMERICAN TOWER CORP NEW COM 22,669 -17,631 (43.75) 225,000
VEEVA SYS INC CL A COM 22,437 -30,651 (57.74) 834,717
GOOGLE INC CL A 16,913 -8,054 (32.26) 31,500
GOOGLE INC CL C 15,070 -7,932 (34.48) 28,500
COSTAR GROUP INC COM 13,922 11,137 400 75,000


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