Scge Management as of Sept. 30, 2023
Portfolio Holdings for Scge Management
Scge Management holds 26 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Servicenow (NOW) | 14.4 | $552M | 988k | 558.96 | |
| Meta Platforms Cl A (META) | 13.6 | $522M | 1.7M | 300.21 | |
| Microsoft Corporation (MSFT) | 11.0 | $424M | 1.3M | 315.75 | |
| Amazon (AMZN) | 10.1 | $389M | 3.1M | 127.12 | |
| Shopify Cl A (SHOP) | 8.4 | $322M | 5.9M | 54.57 | |
| Nu Hldgs Ord Shs Cl A (NU) | 5.9 | $225M | 31M | 7.25 | |
| Hubspot (HUBS) | 5.7 | $221M | 449k | 492.50 | |
| Cadence Design Systems (CDNS) | 4.1 | $159M | 680k | 234.30 | |
| NVIDIA Corporation (NVDA) | 4.1 | $158M | 363k | 434.99 | |
| Lam Research Corporation (LRCX) | 3.8 | $147M | 235k | 626.77 | |
| Advanced Micro Devices (AMD) | 3.8 | $145M | 1.4M | 102.82 | |
| Sea Sponsord Ads (SE) | 2.6 | $99M | 2.3M | 43.95 | |
| Coupang Cl A (CPNG) | 2.5 | $96M | 5.7M | 17.00 | |
| Palo Alto Networks (PANW) | 2.4 | $92M | 392k | 234.44 | |
| Tesla Motors (TSLA) | 1.9 | $73M | 290k | 250.22 | |
| Applied Materials (AMAT) | 1.9 | $72M | 517k | 138.45 | |
| Twilio Cl A (TWLO) | 1.3 | $51M | 868k | 58.53 | |
| Block Cl A (SQ) | 1.0 | $40M | 911k | 44.26 | |
| Pdd Holdings Sponsored Ads (PDD) | 0.3 | $12M | 123k | 98.07 | |
| Global E Online SHS (GLBE) | 0.3 | $12M | 295k | 39.74 | |
| Doordash Cl A (DASH) | 0.3 | $11M | 133k | 79.47 | |
| Maplebear (CART) | 0.2 | $8.3M | 280k | 29.69 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $7.9M | 91k | 86.90 | |
| Kanzhun Sponsored Ads (BZ) | 0.2 | $6.3M | 415k | 15.17 | |
| Freshworks Class A Com (FRSH) | 0.1 | $3.0M | 150k | 19.92 | |
| Zoominfo Technologies Common Stock (ZI) | 0.0 | $820k | 50k | 16.40 |
