Scge Management, L.P. has filed its 13F form on May 15, 2025 for Q1 2025 where it was disclosed a total value porftolio of $2.96 Billion distributed in 15 stocks.

Among their holdings, we can observe that their the top five positions include companies like: Meta Platforms, Inc. with a value of $558M, Service Now, Inc. with a value of $346M, Shopify Inc. with a value of $323M, Amazon Com Inc with a value of $322M, and Palo Alto Networks Inc with a value of $322M.

Examining the 13F form we can see an decrease of $1.99B in the current position value, from $4.95B to 2.96B.

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 $2.96 Billion
Technology: $1.58 Billion
Consumer Cyclical: $774 Million
Communication Services: $558 Million
Financial Services: $51 Million

Stock Holdings Table Market Cap. of $2 Billions to $10 Billions

Stock Market Cap. Holding Value (Reported) # of Shares. Last Trade Trade History

Summary

  • Portfolio
  • No. of Stocks 15
  • Current Value $2.96 Billion
  • Prior Value $4.95 Billion
  • Filing
  • Period Q1 2025
  • Filing Date May 15, 2025
  • Form Type 13F-HR
  • Activity in Q1 2025
  • New Purchases 0 stocks
  • Additional Purchases 6 stocks
  • Sold out of 0 stocks
  • Reduced holdings in 7 stocks
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