SCGE MANAGEMENT L P
Q4 2021 Form 13-F
MENLO PARK, CALIFORNIA
CIK 0001537530
· CRD 157402
· SEC-registered investment adviser
$8.8B Reported Value Total
SEQUOIA GLOBAL EQUITIES reports 3 total accounts under management (AUM). There are 3 discretionary accounts valued at $13,281,557,000, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
4 funds
· $11.6B gross asset value
Hedge Fund: $11.5B · Other: $76.3M
Source: Form ADV filed 2026-07-29
Reported value
$8.8B
Quarter over quarter
-8.2%
Holdings
35
Top-10 concentration
70.4%
Key People
Form ADV owners & control persons
Jennifer Kate Ciresi
GENERAL COUNSEL AND CHIEF COMPLIANCE OFFICER
Bryce Alexander Kam
PORTFOLIO MANAGER
Rock John Meng
GENERAL PARTNER
Filing Navigation
Coverage begins with the second quarter of 2013. Earlier quarters are not shown while their accuracy is being verified.
13F Metrics
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Q4 2021 13F record
Q4 2021 13F filing summary
| Period of report | December 31, 2021 |
|---|---|
| Filed | February 14, 2022 |
| Form | 13F-HR |
| Reported value | $8.8B |
| Positions | 35 |
| Change in reported value | -18.2% |
| New positions | 3 |
| Exited positions | 11 |
| Position turnover | 30.4% |
| Top-10 concentration | 70.4% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 14, 2026
|
21 | $5.9B |
|
Q1 2026 13F
Filed May 15, 2026
|
21 | $3.3B |
|
Q4 2025 13F
Filed Feb 13, 2026
|
20 | $4.4B |
|
Q3 2025 13F
Filed Nov 14, 2025
|
24 | $5.1B |
|
Q2 2025 13F
Filed Aug 14, 2025
|
20 | $4.8B |
|
Q1 2025 13F
Filed May 15, 2025
|
15 | $3.5B |
|
Q4 2024 13F
Filed Feb 14, 2025
|
23 | $5.4B |
|
Q3 2024 13F
Filed Nov 14, 2024
|
15 | $4.6B |
|
Q2 2024 13F
Filed Aug 14, 2024
|
19 | $5.1B |
|
Q1 2024 13F
Filed May 15, 2024
|
19 | $5.3B |
|
Q4 2023 13F
Filed Feb 14, 2024
|
21 | $4.5B |
|
Q3 2023 13F
Filed Nov 14, 2023
|
26 | $3.8B |
|
Q2 2023 13F
Filed Aug 14, 2023
|
26 | $4.2B |
|
Q1 2023 13F
Filed May 15, 2023
|
25 | $3.6B |
|
Q4 2022 13F
Filed Feb 14, 2023
|
24 | $2.8B |
|
Q3 2022 13F
Filed Nov 14, 2022
|
26 | $3.0B |
|
Q2 2022 13F
Filed Aug 15, 2022
|
25 | $3.5B |
|
Q1 2022 13F
Filed May 16, 2022
|
34 | $6.5B |
|
Q4 2021 13F
Filed Feb 14, 2022
|
35 | $8.8B |
|
Q3 2021 13F
Filed Nov 15, 2021
|
43 | $10.8B |
33 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q4 2021
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | SHOP SHOPIFY INC | $1.2B | 13.97% |
| 2 | HUBS HUBSPOT INC | $904.1M | 10.25% |
| 3 | DASH DOORDASH INC | $637.9M | 7.23% |
| 4 | NOW SERVICENOW INC | $540.8M | 6.13% |
| 5 | MSFT MICROSOFT CORP | $539.8M | 6.12% |
| 6 | TWLO TWILIO INC | $539.1M | 6.11% |
| 7 | SE SEA LTD | $504.4M | 5.72% |
| 8 | AMZN AMAZON COM INC | $475.1M | 5.39% |
| 9 | CPNG COUPANG INC | $419.9M | 4.76% |
| 10 | NU NU HLDGS LTD | $416.6M | 4.72% |
| 11 | OKTA OKTA INC | $400.6M | 4.54% |
| 12 | CRWD CROWDSTRIKE HLDGS INC | $296.9M | 3.37% |
| 13 | RNG RINGCENTRAL INC | $281.6M | 3.19% |
| 14 | ABNB AIRBNB INC | $279.9M | 3.17% |
| 15 | S SENTINELONE INC | $258.8M | 2.94% |
| 16 | SNOW SNOWFLAKE INC | $244.6M | 2.77% |
| 17 | CFLT CONFLUENT INC | $214.9M | 2.44% |
| 18 | HOOD ROBINHOOD MKTS INC | $128.6M | 1.46% |
| 19 | AMAT APPLIED MATLS INC | $112.5M | 1.28% |
| 20 | LRCX LAM RESEARCH CORP | $107.9M | 1.22% |
Values as reported on the Q4 2021 Form 13F. Every position is in the holdings table below.