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CIK: 0001537530
Total reported value
$5.9B
$5.9B
23 檔
50.6%
At the close of Q4 2024, Scge Management, L.p. disclosed equity holdings valued at approximately $5.9B, spread across 23 reported holdings.
In Q4 2024, Scge Management, L.p. displayed an active expansion posture, initiating 9 new positions and adding to 2 existing holdings, outstripping position reductions.
In terms of portfolio concentration, the top 5 core holdings (including NOW, META, AMZN) accounted for 50.6% of total reported equity market value during Q4 2024.
| # | Ticker | Issuer | Asset Subclass | Weight | Weight Change | Shares Change | 4Q Trend |
|---|---|---|---|---|---|---|---|
| 1 | NOW | Servicenow Inc | Stock-Tech | 19.36% | -1.69% | — | |
| 2 | META | Meta Platforms Inc-class A | Stock-Comm Services | 13.14% | -2.32% | -14.69% | |
| 3 | AMZN | Amazon.com Inc | Stock-Consumer Disc | 8.18% | -3.08% | -11.02% | |
| 4 | NVDA | Nvidia CORP | Stock-Tech | 7.28% | -7.97% | — | |
| 5 | SHOP | Shopify Inc - Class A | Stock-Tech | 7.24% | — | +139.40% | |
| 6 | PANW | Palo Alto Networks Inc | Stock-Tech | 4.87% | — | +170.65% | |
| 7 | AVGO | Broadcom Inc | Stock-Tech | 4.80% | -4.32% | — | |
| 8 | TEAM | Atlassian Corp-cl A | Stock-Tech | 3.83% | — | — | |
| 9 | CVNA | Carvana Co | Stock-Consumer Disc | 3.72% | — | — | |
| 10 | CPNG | Coupang Inc | Stock-Consumer Disc | 3.63% | +0.62% | NEW | |
| 11 | HUBS | Hubspot Inc | Stock-Tech | 3.54% | — | -14.60% | |
| 12 | FICO | Fair Isaac CORP | Stock-Tech | 2.76% | — | — | |
| 13 | TTAN | Servicetitan Inc-a | Stock-Tech | 2.34% | -0.89% | — | |
| 14 | RDDT | Reddit Inc-cl A | Stock-Comm Services | 2.20% | — | — | |
| 15 | TSM | Taiwan Semiconductor-sp Adr | Stock-Tech | 1.95% | — | — | |
| 16 | MSFT | Microsoft CORP | Stock-Tech | 1.94% | -4.55% | -77.26% | |
| 17 | NFLX | Netflix Inc | Stock-Comm Services | 1.81% | — | — | |
| 18 | SE | Sea Ltd-adr | Stock-Comm Services | 1.78% | -1.57% | — | |
| 19 | NU | Nu Holdings Ltd. | Stock-Financials | 1.66% | — | -73.95% | |
| 20 | CRWD | Crowdstrike Holdings Inc - A | Stock-Tech | 1.61% | — | -44.81% | |
| 21 | MELI | Mercadolibre Inc | Stock-Consumer Disc | 1.19% | — | -17.39% | |
| 22 | MNDY | monday.com Ltd. | Stock-Tech | 0.94% | — | — | |
| 23 | CART | Maplebear Inc | Stock-Consumer Disc | 0.21% | -0.32% | EXIT |
| # | Ticker | Issuer | Weight Change | Shares Change | Action |
|---|---|---|---|---|---|
| 1 | AVGO | Broadcom Inc | +4.8% | NEW | New buy |
| 2 | SHOP | Shopify Inc - Class A | +4.6% | +139.40% | Add |
| 3 | TEAM | Atlassian Corp-cl A | +3.8% | NEW | New buy |
| 4 | CVNA | Carvana Co | +3.7% | NEW | New buy |
| 5 | FICO | Fair Isaac CORP | +2.8% | NEW | New buy |
| 6 | TTAN | Servicetitan Inc-a | +2.3% | NEW | New buy |
| 7 | RDDT | Reddit Inc-cl A | +2.2% | NEW | New buy |
| 8 | NFLX | Netflix Inc | +1.8% | NEW | New buy |
| 9 | SE | Sea Ltd-adr | +1.8% | NEW | New buy |
| 10 | MNDY | monday.com Ltd. | +0.9% | NEW | New buy |
| 11 | PANW | Palo Alto Networks Inc | +0.9% | +170.65% | Add |
| 12 | NOW | Servicenow Inc | +0.1% | — | Unchanged |
| 13 | CART | Maplebear Inc | 0% | — | Unchanged |
| 14 | TSM | Taiwan Semiconductor-sp Adr | -0.1% | — | Unchanged |
| 15 | HUBS | Hubspot Inc | -0.2% | -14.60% | Trim |
| 16 | NVDA | Nvidia CORP | -0.5% | — | Unchanged |
| 17 | MELI | Mercadolibre Inc | -0.9% | -17.39% | Trim |
| 18 | AMZN | Amazon.com Inc | -1% | -11.02% | Trim |
| 19 | CRWD | Crowdstrike Holdings Inc - A | -1.2% | -44.81% | Trim |
| 20 | CPNG | Coupang Inc | -2.3% | -18.91% | Trim |
| 21 | PDD | Pdd Holdings Inc | -2.4% | EXIT | Sold out |
| 22 | META | Meta Platforms Inc-class A | -4.6% | -14.69% | Trim |
| 23 | NU | Nu Holdings Ltd. | -8.2% | -73.95% | Trim |
| 24 | MSFT | Microsoft CORP | -8.3% | -77.26% | Trim |
According to official SEC Form 13F filings, Scge Management, L.p. reported a total U.S. public equity portfolio value of $5.9B across 23 disclosed positions in Q4 2024.
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Top New Position Initiated
AVGO
市值: $259.7M
Top Position Liquidated / Trimmed
PDD
前期市值: $111.9M
During Q4 2024, Scge Management, L.p.'s top holdings by market value included NOW (19.4%)、META (13.1%)、AMZN (8.2%). The largest single position, NOW, represented 19.4% of total portfolio value.
In Q4 2024, Scge Management, L.p. made 20 total portfolio adjustments, initiating 9 new buys, adding to 2 positions, trimming 8 holdings, and fully liquidating 1 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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