Scge Management, L.P. Portfolio Holdings by Sector

Scge Management, L.P.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology NOW HUBS SHOP 3 stocks	$1.18 Million 25.74% of portfolio	-	2	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN CPNG PDD MELI 4 stocks	$899,317 19.65% of portfolio	1	1	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$814,582 17.8% of portfolio	-	-	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PANW CRWD 3 stocks	$783,541 17.12% of portfolio	2	1	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services NU 1 stocks	$453,084 9.9% of portfolio	-	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA TSM 2 stocks	$448,841 9.81% of portfolio	1	1	-	-	0 Calls 0 Puts

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