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 SHOP HUBS CDNS 4 stocks	$1.58 Million 30.06% of portfolio	1	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology MSFT PANW SQ FTNT 4 stocks	$870,905 16.53% of portfolio	1	-	1	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AMD TSM 3 stocks	$751,328 14.26% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN CPNG PDD GLBE 4 stocks	$744,087 14.12% of portfolio	1	-	-	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$690,980 13.11% of portfolio	-	1	-	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services NU 1 stocks	$399,655 7.58% of portfolio	-	-	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology LRCX 1 stocks	$228,318 4.33% of portfolio	-	-	-	-	0 Calls 0 Puts

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