Scge Management, L.P. Portfolio Holdings

Scge Management, L.P.

$4.47 Billion
Q2 2025

Scge Management, L.P. has filed its 13F form on August 14, 2025 for Q2 2025 where it was disclosed a total value porftolio of $4.47 Billion distributed in 20 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Meta Platforms, Inc. with a value of $714M, Palo Alto Networks Inc with a value of $386M, Broadcom Inc. with a value of $352M, Nvidia Corp with a value of $341M, and Oracle Corp with a value of $291M.

Examining the 13F form we can see an increase of $1.51B in the current position value, from $2.96B to 4.47B.

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 $4.47 Billion

Technology: $2.46 Billion

Communication Services: $1.23 Billion

Consumer Cyclical: $764 Million

Financial Services: $16.1 Million

Stock Holdings Table Companies Only

Stock	Market Cap.	Holding Value (Reported)	# of Shares.	Last Trade
META Meta Platforms, Inc. Communication Services	$1.72T	$714 Million 15.98% of portfolio	968,000	Q1 2025 Reduced 20.26%
PANW Palo Alto Networks Inc Technology	$59.1B	$386 Million 8.63% of portfolio	1,885,000	Q1 2025 Added 30.18%
AVGO Broadcom Inc. Technology	$136B	$352 Million 7.86% of portfolio	1,275,500	Q2 2025 Added 5.68%
NVDA Nvidia Corp Technology	$426B	$341 Million 7.63% of portfolio	2,158,000	Q2 2025 Reduced 7.62%
ORCL Oracle Corp Technology	$651B	$291 Million 6.51% of portfolio	1,332,000	Q2 2025 New
SE Sea LTD Consumer Cyclical	$108B	$281 Million 6.28% of portfolio	1,755,000	Q2 2025 Reduced 18.75%
DASH Door Dash, Inc. Communication Services	$91.8B	$267 Million 5.98% of portfolio	1,085,000	Q2 2025 New
NOW Service Now, Inc. Technology	$189B	$251 Million 5.61% of portfolio	244,000	Q2 2025 Reduced 43.91%
AMZN Amazon Com Inc Consumer Cyclical	$2.43T	$251 Million 5.61% of portfolio	1,143,000	Q2 2025 Reduced 32.37%
SPOT Spotify Technology S.A. Communication Services	$139B	$250 Million 5.59% of portfolio	326,000	Q2 2025 New
CPNG Coupang, Inc. Consumer Cyclical	$51.5B	$233 Million 5.2% of portfolio	7,767,000	Q1 2025 Reduced 13.07%
MSFT Microsoft Corp Technology	$3.72T	$228 Million 5.11% of portfolio	459,000	Q2 2025 New
CDNS Cadence Design Systems Inc Technology	$99.2B	$188 Million 4.2% of portfolio	609,000	Q2 2025 New
DT Dynatrace, Inc. Technology	$14.6B	$156 Million 3.49% of portfolio	2,823,000	Q2 2025 New
SNOW Snowflake Inc. Technology	$72.2B	$141 Million 3.14% of portfolio	628,000	Q2 2025 New
TSM Taiwan Semiconductor Manufacturing CO LTD Technology	$1.3T	$126 Million 2.82% of portfolio	556,000	Q2 2025 Reduced 30.59%
NU Nu Holdings Ltd. Financial Services	$55.1B	$16.1 Million 0.36% of portfolio	1,176,507	Q2 2025 Reduced 76.36%

Summary

Portfolio
No. of Stocks 20
Current Value $4.47 Billion
Prior Value $2.96 Billion
Filing
Period Q2 2025
Filing Date August 14, 2025
Form Type 13F-HR
Activity in Q2 2025
New Purchases 8 stocks
Additional Purchases 1 stocks
Sold out of 0 stocks
Reduced holdings in 6 stocks

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Scge Management, L.P., based on Form 13F filings with the SEC.

News

Stay updated on Scge Management, L.P. with notifications on news.

Account

Scge Management, L.P. Portfolio Holdings