Scge Management as of Sept. 30, 2025
Portfolio Holdings for Scge Management
Scge Management holds 24 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Meta Platforms Cl A (META) | 13.1 | $711M | 968k | 734.38 | |
| NVIDIA Corporation (NVDA) | 7.8 | $426M | 2.3M | 186.58 | |
| Palo Alto Networks (PANW) | 7.1 | $384M | 1.9M | 203.62 | |
| Doordash Cl A (DASH) | 6.0 | $328M | 1.2M | 271.99 | |
| Microsoft Corporation (MSFT) | 5.8 | $317M | 611k | 517.95 | |
| Broadcom (AVGO) | 5.8 | $314M | 951k | 329.91 | |
| Oracle Corporation (ORCL) | 5.8 | $313M | 1.1M | 281.24 | |
| Netskope Cl A | 5.8 | $312M | 14M | 22.73 | |
| Sea Sponsord Ads (SE) | 5.6 | $305M | 1.7M | 178.73 | |
| Amazon (AMZN) | 5.4 | $291M | 1.3M | 219.57 | |
| Spotify Technology S A SHS (SPOT) | 4.8 | $259M | 372k | 698.00 | |
| Servicenow (NOW) | 3.9 | $209M | 227k | 920.28 | |
| Snowflake Com Shs (SNOW) | 3.7 | $201M | 893k | 225.55 | |
| Klarna Group SHS | 3.6 | $193M | 5.3M | 36.65 | |
| Cadence Design Systems (CDNS) | 3.5 | $190M | 541k | 351.26 | |
| Zillow Group Cl C Cap Stk (Z) | 2.5 | $134M | 1.7M | 77.05 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.3 | $127M | 453k | 279.29 | |
| Asml Holding N V N Y Registry Shs (ASML) | 2.3 | $125M | 129k | 968.09 | |
| Servicetitan Shs Cl A (TTAN) | 2.3 | $124M | 1.2M | 100.83 | |
| Chime Finl Com Shs Cl A (CHYM) | 1.6 | $89M | 4.4M | 20.17 | |
| Carvana Cl A (CVNA) | 1.0 | $57M | 151k | 377.24 | |
| Maplebear (CART) | 0.2 | $10M | 280k | 36.76 | |
| Bullish Ord Shs | 0.1 | $6.4M | 100k | 63.61 | |
| Figma Class A Com Stk (FIG) | 0.1 | $3.1M | 60k | 51.87 |
