Scge Management, L.P. Portfolio Holdings by Sector

Scge Management, L.P.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Content & Information \| Communication Services META DASH SPOT 3 stocks	$1.23 Million 27.56% of portfolio	2	-	2	-	0 Calls 0 Puts
Software—Infrastructure \| Technology PANW ORCL MSFT 3 stocks	$905,272 20.25% of portfolio	2	-	2	-	0 Calls 0 Puts
Semiconductors \| Technology AVGO NVDA TSM 3 stocks	$818,461 18.31% of portfolio	1	2	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical SE AMZN CPNG 3 stocks	$764,155 17.09% of portfolio	-	2	-	-	0 Calls 0 Puts
Software—Application \| Technology NOW CDNS DT SNOW 4 stocks	$734,898 16.44% of portfolio	3	1	3	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services NU 1 stocks	$16,141 0.36% of portfolio	-	1	-	-	0 Calls 0 Puts

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