Scge Management
Latest statistics and disclosures from Scge Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NOW, META, MSFT, NVDA, SHOP, and represent 56.25% of Scge Management's stock portfolio.
- Added to shares of these 4 stocks: NVDA (+$157M), FTNT (+$51M), SHOP (+$25M), GLBE (+$22M).
- Started 1 new stock position in FTNT.
- Reduced shares in these 5 stocks: META (-$153M), CDNS (-$93M), BZ (-$6.9M), FRSH, ZI.
- Sold out of its positions in FRSH, BZ, ZI.
- Scge Management was a net seller of stock by $-2.1M.
- Scge Management has $5.3B in assets under management (AUM), dropping by 17.91%.
- Central Index Key (CIK): 0001537530
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Portfolio Holdings for Scge Management
Scge Management holds 19 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Servicenow (NOW) | 14.3 | $753M | 988k | 762.40 |
|
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| Meta Platforms Cl A (META) | 13.1 | $691M | -18% | 1.4M | 485.58 |
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| Microsoft Corporation (MSFT) | 12.0 | $631M | 1.5M | 420.72 |
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| NVIDIA Corporation (NVDA) | 9.2 | $485M | +47% | 537k | 903.56 |
|
| Shopify Cl A (SHOP) | 7.7 | $409M | +6% | 5.3M | 77.17 |
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| Amazon (AMZN) | 7.7 | $409M | 2.3M | 180.38 |
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| Nu Hldgs Ord Shs Cl A (NU) | 7.6 | $400M | 34M | 11.93 |
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| Hubspot (HUBS) | 5.7 | $303M | 484k | 626.56 |
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| Advanced Micro Devices (AMD) | 4.8 | $254M | 1.4M | 180.49 |
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| Lam Research Corporation (LRCX) | 4.3 | $228M | 235k | 971.57 |
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| Coupang Cl A (CPNG) | 2.9 | $154M | 8.7M | 17.79 |
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| Pdd Holdings Sponsored Ads (PDD) | 2.8 | $148M | 1.3M | 116.25 |
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| Cadence Design Systems (CDNS) | 2.2 | $118M | -44% | 380k | 311.28 |
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| Palo Alto Networks (PANW) | 2.1 | $111M | 392k | 284.13 |
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| Block Cl A (SQ) | 1.5 | $77M | 911k | 84.58 |
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| Fortinet (FTNT) | 1.0 | $51M | NEW | 753k | 68.31 |
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| Global E Online SHS (GLBE) | 0.6 | $33M | +201% | 900k | 36.35 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $12M | 91k | 136.05 |
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| Maplebear (CART) | 0.2 | $10M | 280k | 37.29 |
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Past Filings by Scge Management
SEC 13F filings are viewable for Scge Management going back to 2011
- Scge Management 2024 Q1 filed May 15, 2024
- Scge Management 2023 Q4 filed Feb. 14, 2024
- Scge Management 2023 Q3 filed Nov. 14, 2023
- Scge Management 2023 Q2 filed Aug. 14, 2023
- Scge Management 2023 Q1 filed May 15, 2023
- Scge Management 2022 Q4 filed Feb. 14, 2023
- Scge Management 2022 Q3 filed Nov. 14, 2022
- Scge Management 2022 Q2 filed Aug. 15, 2022
- Scge Management 2022 Q1 filed May 16, 2022
- Scge Management 2021 Q4 filed Feb. 14, 2022
- Scge Management 2021 Q3 filed Nov. 15, 2021
- Scge Management 2021 Q2 filed Aug. 16, 2021
- Scge Management 2021 Q1 filed May 17, 2021
- Scge Management 2020 Q4 filed Feb. 17, 2021
- Scge Management 2020 Q3 filed Nov. 16, 2020
- Scge Management 2020 Q2 filed Aug. 14, 2020