Scge Management, L.P.
In its 13F for Q3 2024 (holdings as of September 30, 2024, filed November 14, 2024), Scge Management, L.P. reported 15 stock positions worth $4.6 billion. Its top holding was ServiceNow (NOW) at 19.3% of the portfolio, followed by Meta Platforms Class A (META, 17.8%) and Microsoft (MSFT, 10.3%). Compared with Q2 2024, it opened 2 new positions, sold out of 6, added to 2 and reduced 6. The biggest buy was a new position in CrowdStrike Class A (CRWD) and the biggest sale an exit from Lam Research (LRCX).
- Most Recent 13F
- Q2 2026
- Location
- MENLO PARK, CA
- CIK
- 0001537530
- Portfolio Value
- $4.6B (Q3 2024)
- SEC Filing
- 0000905148-24-003146 ↗ filed Nov 14, 2024
Holdings Value
Holdings 15 stocks · $4.6B
| NOW ServiceNow Inc. | 19.26% | 988,000 | $883.7M | No change |
| META Meta Platforms Inc. Class A | 17.75% | 1,423,000 | $814.6M | No change |
| MSFT Microsoft Corp. | 10.27% | 1,095,000 | $471.2M | Reduce -14.4% |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 9.87% | 33,193,000 | $453.1M | Reduce -9.6% |
| AMZN Amazon.com Inc. | 9.21% | 2,268,000 | $422.6M | No change |
| NVDA Nvidia Corp. | 7.76% | 2,934,000 | $356.3M | Reduce -35.5% |
| CPNG Coupang Inc. | 5.89% | 11,018,000 | $270.5M | No change |
| PANW Palo Alto Networks Inc. | 3.98% | 535,000 | $182.9M | Add +36.5% |
| HUBS HubSpot Inc. | 3.73% | 322,000 | $171.2M | Reduce -20.3% |
| CRWD CrowdStrike Holdings Inc. Class A | 2.82% | 462,000 | $129.6M | New |
| SHOP Shopify Inc. Class A | 2.69% | 1,538,000 | $123.3M | Reduce -66.2% |
| PDD PDD Holdings Inc. | 2.44% | 830,000 | $111.9M | Reduce -35.0% |
| MELI MercadoLibre Inc. | 2.06% | 46,000 | $94.4M | New |
| TSM Taiwan Semiconductor-SP ADR | 2.02% | 533,000 | $92.6M | Add +487.2% |
| CART Maplebear Inc. | 0.25% | 280,037 | $11.4M | No change |
Portfolio Sells Q2 2024 → Q3 2024
| LRCX Lam Research Corp. | Sold out | 0.00% | −4.89 |
| NVDA Nvidia Corp. | Reduce -35.5% | 7.76% | −3.21 |
| SHOP Shopify Inc. Class A | Reduce -66.2% | 2.69% | −3.18 |
| CDNS Cadence Design SYS Inc. | Sold out | 0.00% | −2.29 |
| HUBS HubSpot Inc. | Reduce -20.3% | 3.73% | −0.93 |
| ETN Eaton Corp. PLC | Sold out | 0.00% | −0.92 |
| MSFT Microsoft Corp. | Reduce -14.4% | 10.27% | −0.91 |
| PDD PDD Holdings Inc. | Reduce -35.0% | 2.44% | −0.88 |
| MU Micron Technology Inc. | Sold out | 0.00% | −0.84 |
| LCID Lucid Group Inc. | Sold out | 0.00% | −0.26 |
| XYZ Block Inc. | Sold out | 0.00% | −0.22 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -9.6% | 9.87% | +0.63 |
Portfolio Buys Q2 2024 → Q3 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 |