Scge Management, L.P.
In its 13F for Q2 2024 (holdings as of June 30, 2024, filed August 14, 2024), Scge Management, L.P. reported 19 stock positions worth $5.1 billion. Its top holding was ServiceNow (NOW) at 15.2% of the portfolio, followed by Meta Platforms Class A (META, 14.0%) and Microsoft (MSFT, 11.2%). Compared with Q1 2024, it opened 3 new positions, sold out of 3, added to 2 and reduced 5. The biggest buy was Nu Holdings Ltd./Cayman Isl-A (NU, shares +10%) and the biggest sale an exit from Advanced Micro Devices (AMD).
- Most Recent 13F
- Q2 2026
- Location
- MENLO PARK, CA
- CIK
- 0001537530
- Portfolio Value
- $5.1B (Q2 2024)
- SEC Filing
- 0000905148-24-002219 ↗ filed Aug 14, 2024
Holdings Value
Holdings 19 stocks · $5.1B
| NOW ServiceNow Inc. | 15.19% | 988,000 | $777.2M | No change |
| META Meta Platforms Inc. Class A | 14.02% | 1,423,000 | $717.5M | No change |
| MSFT Microsoft Corp. | 11.18% | 1,280,000 | $572.1M | Reduce -14.7% |
| NVDA Nvidia Corp. | 10.97% | 4,545,000 | $561.5M | Reduce -15.4% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 9.25% | 36,709,000 | $473.2M | Add +9.6% |
| AMZN Amazon.com Inc. | 8.56% | 2,268,000 | $438.3M | No change |
| SHOP Shopify Inc. Class A | 5.87% | 4,547,000 | $300.3M | Reduce -14.2% |
| LRCX Lam Research Corp. | 4.89% | 235,000 | $250.2M | No change |
| HUBS HubSpot Inc. | 4.66% | 404,000 | $238.3M | Reduce -16.5% |
| CPNG Coupang Inc. | 4.51% | 11,018,000 | $230.8M | Add +27.3% |
| PDD PDD Holdings Inc. | 3.31% | 1,276,000 | $169.6M | No change |
| PANW Palo Alto Networks Inc. | 2.60% | 392,000 | $132.9M | No change |
| CDNS Cadence Design SYS Inc. | 2.29% | 380,000 | $116.9M | No change |
| ETN Eaton Corp. PLC | 0.92% | 149,500 | $46.9M | New |
| MU Micron Technology Inc. | 0.84% | 325,000 | $42.7M | New |
| TSM Taiwan Semiconductor-SP ADR | 0.31% | 90,772 | $15.8M | No change |
| LCID Lucid Group Inc. | 0.26% | 5,115,000 | $13.4M | New |
| XYZ Block Inc. | 0.22% | 173,728 | $11.2M | Reduce -80.9% |
| CART Maplebear Inc. | 0.18% | 280,037 | $9.0M | No change |
Portfolio Sells Q1 2024 → Q2 2024
| AMD Advanced Micro Devices | Sold out | 0.00% | −4.81 |
| SHOP Shopify Inc. Class A | Reduce -14.2% | 5.87% | −1.88 |
| XYZ Block Inc. | Reduce -80.9% | 0.22% | −1.24 |
| HUBS HubSpot Inc. | Reduce -16.5% | 4.66% | −1.09 |
| FTNT Fortinet Inc. | Sold out | 0.00% | −0.97 |
| MSFT Microsoft Corp. | Reduce -14.7% | 11.18% | −0.77 |
| GLBE Global-E Online Ltd. | Sold out | 0.00% | −0.62 |
| NVDA Nvidia Corp. | Reduce -15.4% | 10.97% | +1.78 |
Portfolio Buys Q1 2024 → Q2 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 |