Scge Management, L.P. Portfolio Holdings

Scge Management, L.P.

  • $4.58 Billion
  • Q3 2024

Scge Management, L.P. has filed its 13F form on November 14, 2024 for Q3 2024 where it was disclosed a total value porftolio of $4.58 Billion distributed in 15 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Service Now, Inc. with a value of $884M, Meta Platforms, Inc. with a value of $815M, Microsoft Corp with a value of $471M, Nu Holdings Ltd. with a value of $453M, and Amazon Com Inc with a value of $423M.

Examining the 13F form we can see an decrease of $532M in the current position value, from $5.11B to 4.58B.

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 $4.58 Billion
Technology: $2.41 Billion
Consumer Cyclical: $899 Million
Communication Services: $815 Million
Financial Services: $453 Million

Stock Holdings Table Market Cap. of $10 Billions to $200 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History
$50.7B
$453 Million 9.9% of portfolio
33,193,000
Q3 2024 Reduced 9.58%
$40.1B
$270 Million 5.91% of portfolio
11,018,000
Q2 2024 Added 27.33%
$119B
$183 Million 3.99% of portfolio
535,000
Q3 2024 Added 36.48%
$35.1B
$171 Million 3.74% of portfolio
322,000
Q3 2024 Reduced 20.3%
$78.3B
$130 Million 2.83% of portfolio
462,000
Q3 2024 New
$132B
$123 Million 2.69% of portfolio
1,538,000
Q3 2024 Reduced 66.18%
$126B
$112 Million 2.44% of portfolio
830,000
Q3 2024 Reduced 34.95%
$106B
$94.3 Million 2.06% of portfolio
46,000
Q3 2024 New

Summary

  • Portfolio
  • No. of Stocks 15
  • Current Value $4.58 Billion
  • Prior Value $5.11 Billion
  • Filing
  • Period Q3 2024
  • Filing Date November 14, 2024
  • Form Type 13F-HR
  • Activity in Q3 2024
  • New Purchases 2 stocks
  • Additional Purchases 2 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 6 stocks
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