Scge Management

Latest statistics and disclosures from Scge Management's latest quarterly 13F-HR filing:

  • Top 5 stock holdings are HUBS, SHOP, NOW, DASH, MSFT, and represent 44.01% of Scge Management's stock portfolio.
  • Added to shares of these 10 stocks: ZS (+$142M), TEAM (+$137M), DDOG (+$112M), XM (+$97M), QQQ (+$91M), FIVN (+$86M), NOW (+$57M), HUBS (+$51M), BRZE (+$29M), SHOP (+$26M).
  • Started 5 new stock positions in BRZE, TEAM, DDOG, ZS, QQQ.
  • Reduced shares in these 10 stocks: CPNG (-$215M), HOOD (-$129M), TWLO (-$119M), AMAT (-$113M), LRCX (-$108M), CRWD (-$65M), S (-$46M), CVNA (-$23M), RNG (-$12M), Ncino (-$9.6M).
  • Sold out of its positions in AMAT, CVNA, LRCX, Ncino, OSCR, HOOD.
  • Scge Management was a net seller of stock by $-11M.
  • Scge Management has $6.5B in assets under management (AUM), dropping by -26.55%.
  • Central Index Key (CIK): 0001537530

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Portfolio Holdings for Scge Management

Companies in the Scge Management portfolio as of the March 2022 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Hubspot (HUBS) 10.8 $702M +7% 1.5M 474.94
Shopify Cl A (SHOP) 9.7 $630M +4% 932k 675.96
Servicenow (NOW) 8.0 $521M +12% 935k 556.89
Doordash Cl A (DASH) 7.8 $502M 4.3M 117.19
Microsoft Corporation (MSFT) 7.6 $495M 1.6M 308.31
Amazon (AMZN) 7.2 $465M 143k 3259.95
Nu Hldgs Ord Shs Cl A (NU) 5.3 $343M 44M 7.72
Airbnb Com Cl A (ABNB) 4.5 $289M 1.7M 171.76
Sea Sponsord Ads (SE) 4.2 $270M 2.3M 119.79
Okta Cl A (OKTA) 4.2 $270M 1.8M 150.96
Crowdstrike Hldgs Cl A (CRWD) 4.1 $265M -19% 1.2M 227.08
Twilio Cl A (TWLO) 3.4 $218M -35% 1.3M 164.81
Snowflake Cl A (SNOW) 2.6 $165M 722k 229.13
Ringcentral Cl A (RNG) 2.5 $164M -6% 1.4M 117.21

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Sentinelone Cl A (S) 2.4 $153M -23% 3.9M 38.74
Zscaler Incorporated (ZS) 2.2 $142M NEW 588k 241.28
Atlassian Corp Cl A (TEAM) 2.1 $137M NEW 467k 293.83
Five9 (FIVN) 2.1 $135M +175% 1.2M 110.40
Confluent Class A Com (CFLT) 1.8 $116M 2.8M 41.00
Datadog Cl A Com (DDOG) 1.7 $112M NEW 738k 151.47
Qualtrics Intl Com Cl A (XM) 1.5 $98M +8477% 3.4M 28.55
Invesco Qqq Tr Unit Ser 1 (QQQ) 1.4 $91M NEW 250k 362.54
Unity Software (U) 1.1 $73M 737k 99.21
Coupang Cl A (CPNG) 0.6 $38M -85% 2.1M 17.68
Braze Com Cl A (BRZE) 0.5 $29M NEW 706k 41.47
Block Cl A (SQ) 0.4 $27M 200k 135.60
Avidxchange Holdings (AVDX) 0.3 $16M 2.0M 8.05
Zoominfo Technologies Com Cl A (ZI) 0.0 $3.0M 50k 59.74
Freshworks Class A Com (FRSH) 0.0 $2.7M 150k 17.92
Vtex Shs Cl A (VTEX) 0.0 $1.8M 300k 6.15
Amplitude Com Cl A (AMPL) 0.0 $1.1M 60k 18.43
Rivian Automotive Com Cl A (RIVN) 0.0 $1.0M 20k 50.25
Affirm Hldgs Com Cl A (AFRM) 0.0 $926k 20k 46.30
Kanzhun Sponsored Ads (BZ) 0.0 $249k 10k 24.90

Past Filings by Scge Management

SEC 13F filings are viewable for Scge Management going back to 2011

View all past filings