Scge Management as of March 31, 2024
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 | |
Meta Platforms Cl A (META) | 13.1 | $691M | 1.4M | 485.58 | |
Microsoft Corporation (MSFT) | 12.0 | $631M | 1.5M | 420.72 | |
NVIDIA Corporation (NVDA) | 9.2 | $485M | 537k | 903.56 | |
Shopify Cl A (SHOP) | 7.7 | $409M | 5.3M | 77.17 | |
Amazon (AMZN) | 7.7 | $409M | 2.3M | 180.38 | |
Nu Hldgs Ord Shs Cl A (NU) | 7.6 | $400M | 34M | 11.93 | |
Hubspot (HUBS) | 5.7 | $303M | 484k | 626.56 | |
Advanced Micro Devices (AMD) | 4.8 | $254M | 1.4M | 180.49 | |
Lam Research Corporation (LRCX) | 4.3 | $228M | 235k | 971.57 | |
Coupang Cl A (CPNG) | 2.9 | $154M | 8.7M | 17.79 | |
Pdd Holdings Sponsored Ads (PDD) | 2.8 | $148M | 1.3M | 116.25 | |
Cadence Design Systems (CDNS) | 2.2 | $118M | 380k | 311.28 | |
Palo Alto Networks (PANW) | 2.1 | $111M | 392k | 284.13 | |
Block Cl A (SQ) | 1.5 | $77M | 911k | 84.58 | |
Fortinet (FTNT) | 1.0 | $51M | 753k | 68.31 | |
Global E Online SHS (GLBE) | 0.6 | $33M | 900k | 36.35 | |
Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $12M | 91k | 136.05 | |
Maplebear (CART) | 0.2 | $10M | 280k | 37.29 |