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 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 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
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