Scge Management as of Sept. 30, 2024
Portfolio Holdings for Scge Management
Scge Management holds 15 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Servicenow (NOW) | 19.3 | $884M | 988k | 894.39 | |
| Meta Platforms Cl A (META) | 17.8 | $815M | 1.4M | 572.44 | |
| Microsoft Corporation (MSFT) | 10.3 | $471M | 1.1M | 430.30 | |
| Nu Hldgs Ord Shs Cl A (NU) | 9.9 | $453M | 33M | 13.65 | |
| Amazon (AMZN) | 9.2 | $423M | 2.3M | 186.33 | |
| NVIDIA Corporation (NVDA) | 7.8 | $356M | 2.9M | 121.44 | |
| Coupang Cl A (CPNG) | 5.9 | $271M | 11M | 24.55 | |
| Palo Alto Networks (PANW) | 4.0 | $183M | 535k | 341.80 | |
| Hubspot (HUBS) | 3.7 | $171M | 322k | 531.60 | |
| Crowdstrike Hldgs Cl A (CRWD) | 2.8 | $130M | 462k | 280.47 | |
| Shopify Cl A (SHOP) | 2.7 | $123M | 1.5M | 80.14 | |
| Pdd Holdings Sponsored Ads (PDD) | 2.4 | $112M | 830k | 134.81 | |
| MercadoLibre (MELI) | 2.1 | $94M | 46k | 2051.96 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.0 | $93M | 533k | 173.67 | |
| Maplebear (CART) | 0.2 | $11M | 280k | 40.74 |
