Scge Management as of Dec. 31, 2023
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 | |
| Meta Platforms Cl A (META) | 13.7 | $615M | 1.7M | 353.96 | |
| Microsoft Corporation (MSFT) | 12.6 | $564M | 1.5M | 376.04 | |
| Shopify Cl A (SHOP) | 8.7 | $388M | 5.0M | 77.90 | |
| Amazon (AMZN) | 7.7 | $345M | 2.3M | 151.94 | |
| Hubspot (HUBS) | 6.3 | $281M | 484k | 580.54 | |
| Nu Hldgs Ord Shs Cl A (NU) | 6.2 | $279M | 34M | 8.33 | |
| Advanced Micro Devices (AMD) | 4.6 | $207M | 1.4M | 147.41 | |
| Pdd Holdings Sponsored Ads (PDD) | 4.2 | $187M | 1.3M | 146.31 | |
| Cadence Design Systems (CDNS) | 4.1 | $185M | 680k | 272.37 | |
| Lam Research Corporation (LRCX) | 4.1 | $184M | 235k | 783.26 | |
| NVIDIA Corporation (NVDA) | 4.0 | $180M | 363k | 495.22 | |
| Coupang Cl A (CPNG) | 3.1 | $140M | 8.7M | 16.19 | |
| Palo Alto Networks (PANW) | 2.6 | $116M | 392k | 294.88 | |
| Block Cl A (SQ) | 1.6 | $70M | 911k | 77.35 | |
| Global E Online SHS (GLBE) | 0.3 | $12M | 298k | 39.63 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $9.4M | 91k | 104.00 | |
| Kanzhun Sponsored Ads (BZ) | 0.2 | $6.9M | 415k | 16.61 | |
| Maplebear (CART) | 0.1 | $6.6M | 280k | 23.47 | |
| Freshworks Class A Com (FRSH) | 0.1 | $3.5M | 150k | 23.49 | |
| Zoominfo Technologies Common Stock (ZI) | 0.0 | $925k | 50k | 18.49 |
