Scge Management as of March 31, 2025
Portfolio Holdings for Scge Management
Scge Management holds 15 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 16.1 | $558M | 968k | 576.36 | |
| Servicenow (NOW) | 10.0 | $346M | 435k | 796.14 | |
| Shopify Cl A (SHOP) | 9.3 | $323M | 3.4M | 95.48 | |
| Palo Alto Networks (PANW) | 9.3 | $322M | 1.9M | 170.64 | |
| Amazon (AMZN) | 9.3 | $322M | 1.7M | 190.26 | |
| Sea Sponsord Ads (SE) | 8.1 | $282M | 2.2M | 130.49 | |
| NVIDIA Corporation (NVDA) | 7.3 | $253M | 2.3M | 108.38 | |
| Atlassian Corporation Cl A (TEAM) | 6.1 | $211M | 996k | 212.21 | |
| Broadcom (AVGO) | 5.8 | $202M | 1.2M | 167.43 | |
| Coupang Cl A (CPNG) | 4.9 | $170M | 7.8M | 21.93 | |
| Reddit Cl A (RDDT) | 4.9 | $169M | 1.6M | 104.90 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 3.8 | $133M | 801k | 166.00 | |
| Servicetitan Shs Cl A (TTAN) | 3.4 | $117M | 1.2M | 95.11 | |
| Nu Hldgs Ord Shs Cl A (NU) | 1.5 | $51M | 5.0M | 10.24 | |
| Maplebear (CART) | 0.3 | $11M | 280k | 39.89 |
