Scge Management
Latest statistics and disclosures from Scge Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are META, NVDA, PANW, DASH, MSFT, and represent 39.89% of Scge Management's stock portfolio.
- Added to shares of these 10 stocks: Netskope (+$312M), Klarna Group (+$193M), Z (+$134M), ASML (+$125M), MSFT (+$79M), SNOW (+$60M), CVNA (+$57M), AMZN (+$40M), DASH (+$32M), SPOT (+$32M).
- Started 7 new stock positions in Netskope, Z, ASML, CVNA, Bullish, Klarna Group, FIG.
- Reduced shares in these 9 stocks: CPNG (-$233M), DT (-$156M), AVGO (-$107M), ORCL (-$62M), TSM (-$29M), CDNS (-$24M), NU (-$16M), NOW (-$16M), SE (-$9.1M).
- Sold out of its positions in CPNG, DT, NU.
- Scge Management was a net buyer of stock by $444M.
- Scge Management has $5.4B in assets under management (AUM), dropping by 13.79%.
- Central Index Key (CIK): 0001537530
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Portfolio Holdings for Scge Management
Scge Management holds 24 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 13.1 | $711M | 968k | 734.38 |
|
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| NVIDIA Corporation (NVDA) | 7.8 | $426M | +5% | 2.3M | 186.58 |
|
| Palo Alto Networks (PANW) | 7.1 | $384M | 1.9M | 203.62 |
|
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| Doordash Cl A (DASH) | 6.0 | $328M | +10% | 1.2M | 271.99 |
|
| Microsoft Corporation (MSFT) | 5.8 | $317M | +33% | 611k | 517.95 |
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| Broadcom (AVGO) | 5.8 | $314M | -25% | 951k | 329.91 |
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| Oracle Corporation (ORCL) | 5.8 | $313M | -16% | 1.1M | 281.24 |
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| Netskope Cl A | 5.8 | $312M | NEW | 14M | 22.73 |
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| Sea Sponsord Ads (SE) | 5.6 | $305M | -2% | 1.7M | 178.73 |
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| Amazon (AMZN) | 5.4 | $291M | +15% | 1.3M | 219.57 |
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| Spotify Technology S A SHS (SPOT) | 4.8 | $259M | +13% | 372k | 698.00 |
|
| Servicenow (NOW) | 3.9 | $209M | -6% | 227k | 920.28 |
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| Snowflake Com Shs (SNOW) | 3.7 | $201M | +42% | 893k | 225.55 |
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| Klarna Group SHS | 3.6 | $193M | NEW | 5.3M | 36.65 |
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| Cadence Design Systems (CDNS) | 3.5 | $190M | -11% | 541k | 351.26 |
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| Zillow Group Cl C Cap Stk (Z) | 2.5 | $134M | NEW | 1.7M | 77.05 |
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| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.3 | $127M | -18% | 453k | 279.29 |
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| Asml Holding N V N Y Registry Shs (ASML) | 2.3 | $125M | NEW | 129k | 968.09 |
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| Servicetitan Shs Cl A (TTAN) | 2.3 | $124M | 1.2M | 100.83 |
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| Chime Finl Com Shs Cl A (CHYM) | 1.6 | $89M | 4.4M | 20.17 |
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| Carvana Cl A (CVNA) | 1.0 | $57M | NEW | 151k | 377.24 |
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| Maplebear (CART) | 0.2 | $10M | 280k | 36.76 |
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| Bullish Ord Shs | 0.1 | $6.4M | NEW | 100k | 63.61 |
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| Figma Class A Com Stk (FIG) | 0.1 | $3.1M | NEW | 60k | 51.87 |
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Past Filings by Scge Management
SEC 13F filings are viewable for Scge Management going back to 2011
- Scge Management 2025 Q3 filed Nov. 14, 2025
- Scge Management 2025 Q2 filed Aug. 14, 2025
- Scge Management 2025 Q1 filed May 15, 2025
- Scge Management 2024 Q4 filed Feb. 14, 2025
- Scge Management 2024 Q3 filed Nov. 14, 2024
- Scge Management 2024 Q2 filed Aug. 14, 2024
- Scge Management 2024 Q1 filed May 15, 2024
- 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