Scge Management
Latest statistics and disclosures from Scge Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are NVDA, GOOGL, MSFT, DASH, AMZN, and represent 49.95% of Scge Management's stock portfolio.
- Added to shares of these 10 stocks: GOOGL (+$502M), NVDA (+$195M), TSLA (+$183M), NOW (+$139M), MSFT (+$117M), ASML (+$106M), DASH (+$88M), CRDO (+$82M), CVNA (+$24M), Z (+$18M).
- Started 3 new stock positions in TSLA, GOOGL, CRDO.
- Reduced shares in these 10 stocks: META (-$411M), PANW (-$384M), , SPOT (-$259M), CDNS (-$190M), TSM (-$127M), AVGO (-$78M), SNOW (-$21M), NTSK (-$9.1M), AMZN (-$7.6M).
- Sold out of its positions in CDNS, NTSK, ORCL, PANW, TSM, BLSH, SPOT.
- Scge Management was a net seller of stock by $-342M.
- Scge Management has $4.4B in assets under management (AUM), dropping by -14.30%.
- Central Index Key (CIK): 0001537530
Tip: Access up to 7 years of quarterly data
Positions held by Scge Management consolidated in one spreadsheet with up to 7 years of data
Download as csv
Download as Excel
Portfolio Holdings for Scge Management
Scge Management holds 20 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 14.1 | $620M | +45% | 3.3M | 186.50 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 11.4 | $502M | NEW | 1.6M | 313.00 |
|
| Microsoft Corporation (MSFT) | 9.4 | $412M | +39% | 852k | 483.62 |
|
| Doordash Cl A (DASH) | 8.2 | $361M | +32% | 1.6M | 226.48 |
|
| Amazon (AMZN) | 6.8 | $298M | -2% | 1.3M | 230.82 |
|
| Broadcom (AVGO) | 5.7 | $251M | -23% | 726k | 346.10 |
|
| Asml Holding N V N Y Registry Shs (ASML) | 5.6 | $244M | +76% | 228k | 1069.86 |
|
| Meta Platforms Cl A (META) | 5.2 | $228M | -64% | 346k | 660.09 |
|
| Sea Sponsord Ads (SE) | 5.2 | $226M | +4% | 1.8M | 127.57 |
|
| Tesla Motors (TSLA) | 4.2 | $183M | NEW | 407k | 449.72 |
|
| Snowflake Com Shs (SNOW) | 4.0 | $175M | -10% | 797k | 219.36 |
|
| Servicenow (NOW) | 4.0 | $174M | +400% | 1.1M | 153.19 |
|
| Klarna Group SHS (KLAR) | 3.5 | $152M | 5.3M | 28.91 |
|
|
| Zillow Group Cl C Cap Stk (Z) | 3.1 | $136M | +14% | 2.0M | 68.22 |
|
| Servicetitan Shs Cl A (TTAN) | 3.0 | $131M | 1.2M | 106.50 |
|
|
| Chime Finl Com Shs Cl A (CHYM) | 2.5 | $111M | 4.4M | 25.17 |
|
|
| Carvana Cl A (CVNA) | 2.0 | $88M | +37% | 208k | 422.02 |
|
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 1.9 | $82M | NEW | 570k | 143.89 |
|
| Maplebear (CART) | 0.3 | $13M | 280k | 44.98 |
|
|
| Figma Class A Com Stk (FIG) | 0.1 | $2.2M | 60k | 37.37 |
|
Past Filings by Scge Management
SEC 13F filings are viewable for Scge Management going back to 2011
- Scge Management 2025 Q3 restated filed Feb. 13, 2026
- Scge Management 2025 Q4 filed Feb. 13, 2026
- 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