Hedge Fund - SCGE Management

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No. Security Ticker Shares Value Activity % Port History
1. META 968,000 $714,471,120 14.98%
2. PANW 1,885,000 $385,746,400 8.09%
3. AVGO 1,275,500 $351,591,575 +6% 7.37%
4. NVDA 2,158,000 $340,942,420 -8% 7.15%
5. ORCL 1,332,000 $291,215,160 NEW 6.11%