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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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 | |
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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
- 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
- Scge Management 2020 Q1 filed May 15, 2020