Scge Management, L.P. Portfolio Holdings by Sector

Scge Management, L.P.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Retail \| Consumer Cyclical AMZN SE CPNG 3 stocks	$773,727 26.12% of portfolio	1	2	-	-	0 Calls 0 Puts
Software—Application \| Technology NOW SHOP 2 stocks	$669,615 22.61% of portfolio	-	2	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO TSM 3 stocks	$588,229 19.86% of portfolio	2	1	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$557,916 18.84% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology PANW 1 stocks	$321,656 10.86% of portfolio	1	-	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services NU 1 stocks	$50,959 1.72% of portfolio	-	1	-	-	0 Calls 0 Puts

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