Scge Management, L.P. Portfolio Holdings

Scge Management, L.P.

  • $4.95 Billion
  • Q4 2024

Scge Management, L.P. has filed its 13F form on February 14, 2025 for Q4 2024 where it was disclosed a total value porftolio of $4.95 Billion distributed in 23 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Service Now, Inc. with a value of $1.05B, Meta Platforms, Inc. with a value of $716M, Amazon Com Inc with a value of $443M, Nvidia Corp with a value of $394M, and Shopify Inc. with a value of $392M.

Examining the 13F form we can see an increase of $373M in the current position value, from $4.58B to 4.95B.

Scge Management, L.P. is based out at Menlo Park, CA

Below you can find more details about Scge Management, L.P. portfolio as well as his latest detailed transactions.

Portfolio value $4.95 Billion
Technology: $3.05 Billion
Consumer Cyclical: $1 Billion
Communication Services: $814 Million
Financial Services: $89.6 Million

Stock Holdings Table

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$190B
$1.05 Billion 21.16% of portfolio
988,000
Q1 2023 Added 5.66%
$1.54T
$716 Million 14.47% of portfolio
1,214,000
Q4 2024 Reduced 14.69%
$2.21T
$443 Million 8.94% of portfolio
2,018,000
Q4 2024 Reduced 11.02%
$335B
$394 Million 7.96% of portfolio
2,934,000
Q3 2024 Reduced 35.45%
$138B
$392 Million 7.91% of portfolio
3,682,000
Q4 2024 Added 139.4%
$57.2B
$263 Million 5.32% of portfolio
1,448,000
Q4 2024 Added 170.65%
$88.6B
$260 Million 5.25% of portfolio
1,120,000
Q4 2024 New
$18.9B
$201 Million 4.06% of portfolio
989,000
Q4 2024 New
$39.5B
$196 Million 3.97% of portfolio
8,935,000
Q4 2024 Reduced 18.91%
$34.9B
$192 Million 3.87% of portfolio
275,000
Q4 2024 Reduced 14.6%
$42.9B
$149 Million 3.02% of portfolio
75,000
Q4 2024 New
$1.03T
$105 Million 2.13% of portfolio
533,000
Q3 2024 Added 487.19%
$3.04T
$105 Million 2.12% of portfolio
249,000
Q4 2024 Reduced 77.26%
$446B
$98 Million 1.98% of portfolio
110,000
Q4 2024 New
$71.7B
$96.4 Million 1.95% of portfolio
909,000
Q4 2024 New
$38.5B
$89.6 Million 1.81% of portfolio
8,648,000
Q4 2024 Reduced 73.95%
$114B
$64.6 Million 1.31% of portfolio
38,000
Q4 2024 Reduced 17.39%
$13.1B
$50.6 Million 1.02% of portfolio
215,100
Q4 2024 New
Maplebear Inc
-
$0 0.0% of portfolio
-
Q4 2023 New
Servicetitan Inc
-
$0 0.0% of portfolio
-
Q4 2024 New
Atlassian Corporation
-
$0 0.0% of portfolio
-
Q4 2024 New
Reddit Inc
-
$0 0.0% of portfolio
-
Q4 2024 New

Summary

  • Portfolio
  • No. of Stocks 23
  • Current Value $4.95 Billion
  • Prior Value $4.58 Billion
  • Filing
  • Period Q4 2024
  • Filing Date February 14, 2025
  • Form Type 13F-HR
  • Activity in Q4 2024
  • New Purchases 9 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 8 stocks
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