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CIK: 0001537530
Total reported value
$5.9B
$5.9B
19 檔
50.4%
According to the latest 13F quarterly dataset, Scge Management, L.p. managed an equity portfolio of $5.9B at the end of Q1 2024, spanning 19 distinct U.S. exchange-listed positions.
During Q1 2024, Scge Management, L.p.'s portfolio maintained high stability with no major positional turnover, reflecting a continuous long-term holding approach.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NOW | Servicenow Inc | Stock-Tech | 14.27% | -1.69% | — | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 13.09% | -2.32% | -18.12% | |
| 3 | MSFT | Microsoft CORP | Stock-Tech | 11.95% | -4.55% | — | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 9.19% | -7.97% | +47.93% | |
| 5 | SHOP | Shopify Inc - Class A | Stock-Tech | 7.75% | — | +6.53% | |
| 6 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 7.75% | -3.08% | — | |
| 7 | NU | Nu Holdings Ltd. | Stock-Financials | 7.57% | — | — | |
| 8 | HUBS | Hubspot Inc | Stock-Tech | 5.74% | — | — | |
| 9 | AMD | Advanced Micro Devices | Stock-Tech | 4.81% | +1.10% | NEW | |
| 10 | LRCXEUR | Lam Research CORP | Stock-Tech | 4.32% | — | — | |
| 11 | CPNG | Coupang Inc | Stock-Consumer Disc | 2.92% | +0.62% | NEW | |
| 12 | PDD | Pdd Holdings Inc | Stock-Consumer Disc | 2.81% | — | — | |
| 13 | CDNS | Cadence Design Sys Inc | Stock-Tech | 2.24% | — | -44.12% | |
| 14 | PANW | Palo Alto Networks Inc | Stock-Tech | 2.11% | — | — | |
| 15 | XYZ | Block Inc | Stock-Financials | 1.46% | — | — | |
| 16 | FTNT | Fortinet Inc | Stock-Tech | 0.97% | — | — | |
| 17 | GLBE | Global-E Online Ltd. | Stock-Other | 0.62% | — | +201.74% | |
| 18 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 0.23% | — | — | |
| 19 | CART | Maplebear Inc | Stock-Consumer Disc | 0.20% | -0.32% | EXIT |
According to official SEC Form 13F filings, Scge Management, L.p. reported a total U.S. public equity portfolio value of $5.9B across 19 disclosed positions in Q1 2024.
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In terms of portfolio concentration, the top 5 core holdings (including NOW, META, MSFT) accounted for 50.4% of total reported equity market value during Q1 2024.
During Q1 2024, Scge Management, L.p.'s top holdings by market value included NOW (14.3%)、META (13.1%)、MSFT (11.9%). The largest single position, NOW, represented 14.3% of total portfolio value.
In Q1 2024, Scge Management, L.p. made 0 total portfolio adjustments, initiating 0 new buys, adding to 0 positions, trimming 0 holdings, and fully liquidating 0 stocks.
All holding records on this page are fetched directly from the U.S. Securities and Exchange Commission (SEC) EDGAR system (Form 13F-HR). AlphaSMO parses CUSIP identifiers and formats data into Schema.org-compliant datasets.
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