Scge Management as of March 31, 2023
Portfolio Holdings for Scge Management
Scge Management holds 25 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Servicenow (NOW) | 12.6 | $459M | 988k | 464.72 | |
| Shopify Cl A (SHOP) | 11.1 | $403M | 8.4M | 47.94 | |
| Meta Platforms Cl A (META) | 9.5 | $347M | 1.6M | 211.94 | |
| Microsoft Corporation (MSFT) | 9.4 | $343M | 1.2M | 288.30 | |
| Amazon (AMZN) | 8.1 | $294M | 2.9M | 103.29 | |
| Sea Sponsord Ads (SE) | 6.6 | $239M | 2.8M | 86.55 | |
| Uber Technologies (UBER) | 6.4 | $234M | 7.4M | 31.70 | |
| Doordash Cl A (DASH) | 6.2 | $225M | 3.5M | 63.56 | |
| Hubspot (HUBS) | 4.7 | $172M | 402k | 428.75 | |
| Nu Hldgs Ord Shs Cl A (NU) | 4.1 | $148M | 31M | 4.76 | |
| Lam Research Corporation (LRCX) | 3.4 | $125M | 235k | 530.12 | |
| Coupang Cl A (CPNG) | 2.5 | $91M | 5.7M | 16.00 | |
| Cadence Design Systems (CDNS) | 2.1 | $77M | 367k | 210.09 | |
| Okta Cl A (OKTA) | 2.1 | $77M | 894k | 86.24 | |
| Sentinelone Cl A (S) | 1.8 | $64M | 3.9M | 16.36 | |
| Applied Materials (AMAT) | 1.7 | $64M | 517k | 122.83 | |
| Block Cl A (SQ) | 1.7 | $63M | 911k | 68.65 | |
| Tesla Motors (TSLA) | 1.7 | $60M | 290k | 207.46 | |
| Twilio Cl A (TWLO) | 1.6 | $58M | 868k | 66.63 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.3 | $49M | 355k | 137.26 | |
| Gitlab Class A Com (GTLB) | 0.8 | $30M | 872k | 34.29 | |
| Pdd Holdings Sponsored Ads (PDD) | 0.3 | $9.3M | 123k | 75.90 | |
| Kanzhun Sponsored Ads (BZ) | 0.2 | $7.9M | 415k | 19.03 | |
| Freshworks Class A Com (FRSH) | 0.1 | $2.3M | 150k | 15.36 | |
| Zoominfo Technologies Common Stock (ZI) | 0.0 | $1.2M | 50k | 24.71 |
