Scge Management, L.P.
In its 13F for Q1 2024 (holdings as of March 31, 2024, filed May 15, 2024), Scge Management, L.P. reported 19 stock positions worth $5.3 billion. Its top holding was ServiceNow (NOW) at 14.3% of the portfolio, followed by Meta Platforms Class A (META, 13.1%) and Microsoft (MSFT, 12.0%). Compared with Q4 2023, it opened 1 new position, sold out of 3, added to 3 and reduced 2. The biggest buy was Nvidia (NVDA, shares +48%) and the biggest sale Cadence Design SYS (CDNS, shares −44%).
- Most Recent 13F
- Q2 2026
- Location
- MENLO PARK, CA
- CIK
- 0001537530
- Portfolio Value
- $5.3B (Q1 2024)
- SEC Filing
- 0000905148-24-001441 ↗ filed May 15, 2024
Holdings Value
Holdings 19 stocks · $5.3B
| NOW ServiceNow Inc. | 14.27% | 988,000 | $753.3M | No change |
| META Meta Platforms Inc. Class A | 13.09% | 1,423,000 | $691.0M | Reduce -18.1% |
| MSFT Microsoft Corp. | 11.95% | 1,500,000 | $631.1M | No change |
| NVDA Nvidia Corp. | 9.19% | 537,000 | $485.2M | Add +47.9% |
| SHOP Shopify Inc. Class A | 7.75% | 5,302,000 | $409.2M | Add +6.5% |
| AMZN Amazon.com Inc. | 7.75% | 2,268,000 | $409.1M | No change |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 7.57% | 33,500,000 | $399.7M | No change |
| HUBS HubSpot Inc. | 5.74% | 484,000 | $303.3M | No change |
| AMD Advanced Micro Devices | 4.81% | 1,406,000 | $253.8M | No change |
| LRCX Lam Research Corp. | 4.32% | 235,000 | $228.3M | No change |
| CPNG Coupang Inc. | 2.92% | 8,653,000 | $153.9M | No change |
| PDD PDD Holdings Inc. | 2.81% | 1,276,000 | $148.3M | No change |
| CDNS Cadence Design SYS Inc. | 2.24% | 380,000 | $118.3M | Reduce -44.1% |
| PANW Palo Alto Networks Inc. | 2.11% | 392,000 | $111.4M | No change |
| XYZ Block Inc. | 1.46% | 910,500 | $77.0M | No change |
| FTNT Fortinet Inc. | 0.97% | 753,000 | $51.4M | New |
| GLBE Global-E Online Ltd. | 0.62% | 900,000 | $32.7M | Add +201.7% |
| TSM Taiwan Semiconductor-SP ADR | 0.23% | 90,772 | $12.3M | No change |
| CART Maplebear Inc. | 0.20% | 280,037 | $10.4M | No change |
Portfolio Sells Q4 2023 → Q1 2024
Portfolio Buys Q4 2023 → Q1 2024
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 21 | $5.9B | SPCX, NVDA, GOOGL, AMZN, MSFT |
| Q1 2026 | 21 | $3.3B | NVDA, GOOGL, MSFT, AMZN, AVGO |
| Q4 2025 | 20 | $4.4B | NVDA, GOOGL, MSFT, DASH, AMZN |
| Q3 2025Amended | 24 | $5.1B | META, NVDA, PANW, DASH, MSFT |
| Q2 2025 | 20 | $4.8B | META, PANW, AVGO, NVDA, ORCL |
| Q1 2025 | 15 | $3.5B | META, NOW, SHOP, PANW, AMZN |
| Q4 2024 | 23 | $5.4B | NOW, META, AMZN, NVDA, SHOP |
| Q3 2024 | 15 | $4.6B | NOW, META, MSFT, NU, AMZN |
| Q2 2024 | 19 | $5.1B | NOW, META, MSFT, NVDA, NU |
| Q1 2024 | 19 | $5.3B | NOW, META, MSFT, NVDA, SHOP |