Scge Management as of Dec. 31, 2025
Portfolio Holdings for Scge Management
Scge Management holds 20 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| NVIDIA Corporation (NVDA) | 14.1 | $620M | 3.3M | 186.50 | |
| Alphabet Cap Stk Cl A (GOOGL) | 11.4 | $502M | 1.6M | 313.00 | |
| Microsoft Corporation (MSFT) | 9.4 | $412M | 852k | 483.62 | |
| Doordash Cl A (DASH) | 8.2 | $361M | 1.6M | 226.48 | |
| Amazon (AMZN) | 6.8 | $298M | 1.3M | 230.82 | |
| Broadcom (AVGO) | 5.7 | $251M | 726k | 346.10 | |
| Asml Holding N V N Y Registry Shs (ASML) | 5.6 | $244M | 228k | 1069.86 | |
| Meta Platforms Cl A (META) | 5.2 | $228M | 346k | 660.09 | |
| Sea Sponsord Ads (SE) | 5.2 | $226M | 1.8M | 127.57 | |
| Tesla Motors (TSLA) | 4.2 | $183M | 407k | 449.72 | |
| Snowflake Com Shs (SNOW) | 4.0 | $175M | 797k | 219.36 | |
| Servicenow (NOW) | 4.0 | $174M | 1.1M | 153.19 | |
| Klarna Group SHS (KLAR) | 3.5 | $152M | 5.3M | 28.91 | |
| Zillow Group Cl C Cap Stk (Z) | 3.1 | $136M | 2.0M | 68.22 | |
| Servicetitan Shs Cl A (TTAN) | 3.0 | $131M | 1.2M | 106.50 | |
| Chime Finl Com Shs Cl A (CHYM) | 2.5 | $111M | 4.4M | 25.17 | |
| Carvana Cl A (CVNA) | 2.0 | $88M | 208k | 422.02 | |
| Credo Technology Group Holdi Ordinary Shares (CRDO) | 1.9 | $82M | 570k | 143.89 | |
| Maplebear (CART) | 0.3 | $13M | 280k | 44.98 | |
| Figma Class A Com Stk (FIG) | 0.1 | $2.2M | 60k | 37.37 |
