Scge Management as of June 30, 2024
Portfolio Holdings for Scge Management
Scge Management holds 19 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Servicenow (NOW) | 15.2 | $777M | 988k | 786.67 | |
| Meta Platforms Cl A (META) | 14.0 | $718M | 1.4M | 504.22 | |
| Microsoft Corporation (MSFT) | 11.2 | $572M | 1.3M | 446.95 | |
| NVIDIA Corporation (NVDA) | 11.0 | $562M | 4.5M | 123.54 | |
| Nu Hldgs Ord Shs Cl A (NU) | 9.2 | $473M | 37M | 12.89 | |
| Amazon (AMZN) | 8.6 | $438M | 2.3M | 193.25 | |
| Shopify Cl A (SHOP) | 5.9 | $300M | 4.5M | 66.05 | |
| Lam Research Corporation | 4.9 | $250M | 235k | 1064.85 | |
| Hubspot (HUBS) | 4.7 | $238M | 404k | 589.79 | |
| Coupang Cl A (CPNG) | 4.5 | $231M | 11M | 20.95 | |
| Pdd Holdings Sponsored Ads (PDD) | 3.3 | $170M | 1.3M | 132.95 | |
| Palo Alto Networks (PANW) | 2.6 | $133M | 392k | 339.01 | |
| Cadence Design Systems (CDNS) | 2.3 | $117M | 380k | 307.75 | |
| Eaton Corp SHS (ETN) | 0.9 | $47M | 150k | 313.55 | |
| Micron Technology (MU) | 0.8 | $43M | 325k | 131.53 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.3 | $16M | 91k | 173.81 | |
| Lucid Group | 0.3 | $13M | 5.1M | 2.61 | |
| Block Cl A (XYZ) | 0.2 | $11M | 174k | 64.49 | |
| Maplebear (CART) | 0.2 | $9.0M | 280k | 32.14 |
