Scge Management as of Dec. 31, 2024
Portfolio Holdings for Scge Management
Scge Management holds 23 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Servicenow (NOW) | 19.4 | $1.0B | 988k | 1060.12 | |
| Meta Platforms Cl A (META) | 13.1 | $711M | 1.2M | 585.51 | |
| Amazon (AMZN) | 8.2 | $443M | 2.0M | 219.39 | |
| NVIDIA Corporation (NVDA) | 7.3 | $394M | 2.9M | 134.29 | |
| Shopify Cl A (SHOP) | 7.2 | $392M | 3.7M | 106.33 | |
| Palo Alto Networks (PANW) | 4.9 | $264M | 1.4M | 181.96 | |
| Broadcom (AVGO) | 4.8 | $260M | 1.1M | 231.84 | |
| Atlassian Corporation Cl A (TEAM) | 3.8 | $207M | 851k | 243.38 | |
| Carvana Cl A (CVNA) | 3.7 | $201M | 989k | 203.36 | |
| Coupang Cl A (CPNG) | 3.6 | $196M | 8.9M | 21.98 | |
| Hubspot (HUBS) | 3.5 | $192M | 275k | 696.77 | |
| Fair Isaac Corporation (FICO) | 2.8 | $149M | 75k | 1990.93 | |
| Servicetitan Shs Cl A (TTAN) | 2.3 | $127M | 1.2M | 102.87 | |
| Reddit Cl A (RDDT) | 2.2 | $119M | 729k | 163.44 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 1.9 | $105M | 533k | 197.49 | |
| Microsoft Corporation (MSFT) | 1.9 | $105M | 249k | 421.50 | |
| Netflix (NFLX) | 1.8 | $98M | 110k | 891.32 | |
| Sea Sponsord Ads (SE) | 1.8 | $96M | 909k | 106.10 | |
| Nu Hldgs Ord Shs Cl A (NU) | 1.7 | $90M | 8.6M | 10.36 | |
| Crowdstrike Hldgs Cl A (CRWD) | 1.6 | $87M | 255k | 342.16 | |
| MercadoLibre (MELI) | 1.2 | $65M | 38k | 1700.44 | |
| Monday SHS (MNDY) | 0.9 | $51M | 215k | 235.44 | |
| Maplebear (CART) | 0.2 | $12M | 280k | 41.42 |
