Scge Management

Latest statistics and disclosures from Scge Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are NOW, META, MSFT, SHOP, AMZN, and represent 58.28% of Scge Management's stock portfolio.
  • Added to shares of these 6 stocks: PDD (+$169M), MSFT (+$59M), CPNG (+$49M), NU (+$21M), HUBS (+$20M), GLBE.
  • Reduced shares in these 7 stocks: AMZN (-$120M), SE (-$99M), , SHOP (-$72M), AMAT (-$72M), TWLO (-$51M), DASH (-$11M).
  • Sold out of its positions in AMAT, DASH, SE, TSLA, TWLO.
  • Scge Management was a net seller of stock by $-179M.
  • Scge Management has $4.5B in assets under management (AUM), dropping by 16.40%.
  • Central Index Key (CIK): 0001537530

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Portfolio Holdings for Scge Management

Scge Management holds 21 positions in its portfolio as reported in the December 2023 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Servicenow (NOW) 15.6 $698M 988k 706.49
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Meta Platforms Cl A (META) 13.7 $615M 1.7M 353.96
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Microsoft Corporation (MSFT) 12.6 $564M +11% 1.5M 376.04
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Shopify Cl A (SHOP) 8.7 $388M -15% 5.0M 77.90
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Amazon (AMZN) 7.7 $345M -25% 2.3M 151.94
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Hubspot (HUBS) 6.3 $281M +7% 484k 580.54
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Nu Hldgs Ord Shs Cl A (NU) 6.2 $279M +7% 34M 8.33
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Advanced Micro Devices (AMD) 4.6 $207M 1.4M 147.41
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Pdd Holdings Sponsored Ads (PDD) 4.2 $187M +938% 1.3M 146.31
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Cadence Design Systems (CDNS) 4.1 $185M 680k 272.37
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Lam Research Corporation (LRCX) 4.1 $184M 235k 783.26
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NVIDIA Corporation (NVDA) 4.0 $180M 363k 495.22
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Coupang Cl A (CPNG) 3.1 $140M +53% 8.7M 16.19
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Palo Alto Networks (PANW) 2.6 $116M 392k 294.88
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Block Cl A (SQ) 1.6 $70M 911k 77.35
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Global E Online SHS (GLBE) 0.3 $12M 298k 39.63
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Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $9.4M 91k 104.00
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Kanzhun Sponsored Ads (BZ) 0.2 $6.9M 415k 16.61
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Maplebear (CART) 0.1 $6.6M 280k 23.47
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Freshworks Class A Com (FRSH) 0.1 $3.5M 150k 23.49
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Zoominfo Technologies Common Stock (ZI) 0.0 $925k 50k 18.49
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Past Filings by Scge Management

SEC 13F filings are viewable for Scge Management going back to 2011

View all past filings