Scge Management as of March 31, 2024
Portfolio Holdings for Scge Management
Scge Management holds 19 positions in its portfolio as reported in the March 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Servicenow (NOW) | 14.3 | $753M | 988k | 762.40 | |
| Meta Platforms Cl A (META) | 13.1 | $691M | 1.4M | 485.58 | |
| Microsoft Corporation (MSFT) | 12.0 | $631M | 1.5M | 420.72 | |
| NVIDIA Corporation (NVDA) | 9.2 | $485M | 537k | 903.56 | |
| Shopify Cl A (SHOP) | 7.7 | $409M | 5.3M | 77.17 | |
| Amazon (AMZN) | 7.7 | $409M | 2.3M | 180.38 | |
| Nu Hldgs Ord Shs Cl A (NU) | 7.6 | $400M | 34M | 11.93 | |
| Hubspot (HUBS) | 5.7 | $303M | 484k | 626.56 | |
| Advanced Micro Devices (AMD) | 4.8 | $254M | 1.4M | 180.49 | |
| Lam Research Corporation | 4.3 | $228M | 235k | 971.57 | |
| Coupang Cl A (CPNG) | 2.9 | $154M | 8.7M | 17.79 | |
| Pdd Holdings Sponsored Ads (PDD) | 2.8 | $148M | 1.3M | 116.25 | |
| Cadence Design Systems (CDNS) | 2.2 | $118M | 380k | 311.28 | |
| Palo Alto Networks (PANW) | 2.1 | $111M | 392k | 284.13 | |
| Block Cl A (XYZ) | 1.5 | $77M | 911k | 84.58 | |
| Fortinet (FTNT) | 1.0 | $51M | 753k | 68.31 | |
| Global E Online SHS (GLBE) | 0.6 | $33M | 900k | 36.35 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.2 | $12M | 91k | 136.05 | |
| Maplebear (CART) | 0.2 | $10M | 280k | 37.29 |
