 |
Size ($ in 1000's)
At 12/31/2023: $4,477,879
At 09/30/2023: $3,846,904
Scge Management L.P. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Scge Management L.P. 13F filings.
Link to 13F filings: SEC filings
|
|
|
As of 12/31/2023, below is a summary of the Scge Management L.P. top holdings by largest position size, as per the latest 13f filing made by Scge Management L.P..
In the Scge Management L.P.-top-holdings-table below, each of the top holdings by name is presented in the first column, followed by the amount of shares
held by Scge Management L.P. in that top holding, then the share count change between reporting periods, and finally the Scge Management L.P. top holding position size
for that row.
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size
($ in 1000's) |
|---|
| SERVICENOW INC |
988,000 |
UNCH |
$698,012 | | NOW | 988,000 | UNCH | $698,012 | | META PLATFORMS INC |
1,738,000 |
UNCH |
$615,182 | | META | 1,738,000 | UNCH | $615,182 | | MICROSOFT CORP |
1,500,000 |
+158,000 |
$564,060 | | MSFT | 1,500,000 | +158,000 | $564,060 | | SHOPIFY INC |
4,977,000 |
-926,000 |
$387,708 | | SHOP | 4,977,000 | -926,000 | $387,708 | | AMAZON COM INC |
2,268,000 |
-789,870 |
$344,600 | | AMZN | 2,268,000 | -789,870 | $344,600 | | HUBSPOT INC |
484,000 |
+35,000 |
$280,981 | | HUBS | 484,000 | +35,000 | $280,981 | | NU HLDGS LTD |
33,500,000 |
+2,457,169 |
$279,055 | | NU | 33,500,000 | +2,457,169 | $279,055 | | ADVANCED MICRO DEVICES INC |
1,406,000 |
UNCH |
$207,258 | | AMD | 1,406,000 | UNCH | $207,258 | | PDD HOLDINGS INC |
1,276,000 |
+1,153,182 |
$186,692 | | PDD | 1,276,000 | +1,153,182 | $186,692 | | CADENCE DESIGN SYSTEM INC |
680,000 |
UNCH |
$185,212 | | CDNS | 680,000 | UNCH | $185,212 | | LAM RESEARCH CORP |
235,000 |
UNCH |
$184,066 | | LRCX | 235,000 | UNCH | $184,066 | | NVIDIA CORPORATION |
363,000 |
UNCH |
$179,765 | | NVDA | 363,000 | UNCH | $179,765 | | COUPANG INC |
8,653,000 |
+2,999,182 |
$140,092 | | CPNG | 8,653,000 | +2,999,182 | $140,092 | | PALO ALTO NETWORKS INC |
392,000 |
UNCH |
$115,593 | | PANW | 392,000 | UNCH | $115,593 | | BLOCK INC |
910,500 |
UNCH |
$70,427 | | SQ | 910,500 | UNCH | $70,427 | | GLOBAL E ONLINE LTD |
298,272 |
+3,272 |
$11,821 | | GLBE | 298,272 | +3,272 | $11,821 | | TAIWAN SEMICONDUCTOR MFG LTD |
90,772 |
UNCH |
$9,440 | | TSM | 90,772 | UNCH | $9,440 | | KANZHUN LIMITED |
415,100 |
UNCH |
$6,895 | | BZ | 415,100 | UNCH | $6,895 | | MAPLEBEAR INC |
280,037 |
UNCH |
$6,572 | | CART | 280,037 | UNCH | $6,572 | | FRESHWORKS INC |
150,000 |
UNCH |
$3,524 | | FRSH | 150,000 | UNCH | $3,524 |
See Full List: All Stocks Held By Scge Management L.P.
Including:
• Biggest exits
• Biggest increased positions
• Biggest decreased positions
See Details: Top 10 Stocks Held By Scge Management L.P.
|
|
