Scge Management as of June 30, 2025
Portfolio Holdings for Scge Management
Scge Management holds 20 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 15.0 | $715M | 968k | 738.09 | |
| Palo Alto Networks (PANW) | 8.1 | $386M | 1.9M | 204.64 | |
| Broadcom (AVGO) | 7.4 | $352M | 1.3M | 275.65 | |
| NVIDIA Corporation (NVDA) | 7.2 | $341M | 2.2M | 157.99 | |
| Oracle Corporation (ORCL) | 6.1 | $291M | 1.3M | 218.63 | |
| Sea Sponsord Ads (SE) | 5.9 | $281M | 1.8M | 159.94 | |
| Doordash Cl A (DASH) | 5.6 | $268M | 1.1M | 246.51 | |
| Servicenow (NOW) | 5.3 | $251M | 244k | 1028.08 | |
| Amazon (AMZN) | 5.3 | $251M | 1.1M | 219.39 | |
| Spotify Technology S A SHS (SPOT) | 5.2 | $250M | 326k | 767.34 | |
| Coupang Cl A (CPNG) | 4.9 | $233M | 7.8M | 29.96 | |
| Microsoft Corporation (MSFT) | 4.8 | $228M | 459k | 497.41 | |
| Cadence Design Systems (CDNS) | 3.9 | $188M | 609k | 308.15 | |
| Dynatrace Com New (DT) | 3.3 | $156M | 2.8M | 55.21 | |
| Chime Finl Com Shs Cl A (CHYM) | 3.2 | $153M | 4.4M | 34.51 | |
| Snowflake Cl A (SNOW) | 2.9 | $141M | 628k | 223.77 | |
| Servicetitan Shs Cl A (TTAN) | 2.8 | $132M | 1.2M | 107.18 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.6 | $126M | 556k | 226.49 | |
| Nu Hldgs Ord Shs Cl A (NU) | 0.3 | $16M | 1.2M | 13.72 | |
| Maplebear (CART) | 0.3 | $13M | 280k | 45.24 |
