Scge Management as of June 30, 2023
Portfolio Holdings for Scge Management
Scge Management holds 26 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Servicenow (NOW) | 13.1 | $555M | 988k | 561.97 | |
| Shopify Cl A (SHOP) | 12.9 | $548M | 8.5M | 64.60 | |
| Meta Platforms Cl A (META) | 11.8 | $499M | 1.7M | 286.98 | |
| Microsoft Corporation (MSFT) | 9.6 | $406M | 1.2M | 340.54 | |
| Amazon (AMZN) | 9.5 | $405M | 3.1M | 130.36 | |
| Nu Hldgs Ord Shs Cl A (NU) | 5.8 | $245M | 31M | 7.89 | |
| Hubspot (HUBS) | 5.1 | $216M | 406k | 532.09 | |
| Advanced Micro Devices (AMD) | 3.8 | $160M | 1.4M | 113.91 | |
| Cadence Design Systems (CDNS) | 3.8 | $160M | 680k | 234.52 | |
| NVIDIA Corporation (NVDA) | 3.6 | $154M | 363k | 423.02 | |
| Lam Research Corporation (LRCX) | 3.6 | $151M | 235k | 642.86 | |
| Sea Sponsord Ads (SE) | 3.1 | $131M | 2.3M | 58.04 | |
| Doordash Cl A (DASH) | 2.6 | $111M | 1.4M | 76.42 | |
| Coupang Cl A (CPNG) | 2.3 | $98M | 5.7M | 17.40 | |
| Tesla Motors (TSLA) | 1.8 | $76M | 290k | 261.77 | |
| Applied Materials (AMAT) | 1.8 | $75M | 517k | 144.54 | |
| Block Cl A (SQ) | 1.4 | $61M | 911k | 66.57 | |
| Twilio Cl A (TWLO) | 1.3 | $55M | 868k | 63.62 | |
| Okta Cl A (OKTA) | 1.2 | $50M | 718k | 69.35 | |
| Palo Alto Networks (PANW) | 1.2 | $49M | 192k | 255.51 | |
| Global E Online SHS (GLBE) | 0.3 | $12M | 295k | 40.94 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $9.2M | 91k | 100.92 | |
| Pdd Holdings Sponsored Ads (PDD) | 0.2 | $8.5M | 123k | 69.14 | |
| Kanzhun Sponsored Ads (BZ) | 0.1 | $6.2M | 415k | 15.05 | |
| Freshworks Class A Com (FRSH) | 0.1 | $2.6M | 150k | 17.58 | |
| Zoominfo Technologies Common Stock (ZI) | 0.0 | $1.3M | 50k | 25.39 |
