Scge Management, L.P.
In its 13F for Q4 2024 (holdings as of December 31, 2024, filed February 14, 2025), Scge Management, L.P. reported 23 stock positions worth $5.4 billion. Its top holding was ServiceNow (NOW) at 19.4% of the portfolio, followed by Meta Platforms Class A (META, 13.1%) and Amazon.com (AMZN, 8.2%). Compared with Q3 2024, it opened 9 new positions, sold out of 1, added to 2 and reduced 8. The biggest buy was a new position in Broadcom (AVGO) and the biggest sale Microsoft (MSFT, shares −77%).
- Most Recent 13F
- Q2 2026
- Location
- MENLO PARK, CA
- CIK
- 0001537530
- Portfolio Value
- $5.4B (Q4 2024)
- SEC Filing
- 0000905148-25-000649 ↗ filed Feb 14, 2025
Holdings Value
Holdings 23 stocks · $5.4B
| NOW ServiceNow Inc. | 19.36% | 988,000 | $1.0B | No change |
| META Meta Platforms Inc. Class A | 13.14% | 1,214,000 | $710.8M | Reduce -14.7% |
| AMZN Amazon.com Inc. | 8.18% | 2,018,000 | $442.7M | Reduce -11.0% |
| NVDA Nvidia Corp. | 7.28% | 2,934,000 | $394.0M | No change |
| SHOP Shopify Inc. Class A | 7.24% | 3,682,000 | $391.5M | Add +139.4% |
| PANW Palo Alto Networks Inc. | 4.87% | 1,448,000 | $263.5M | Add +35.3% |
| AVGO Broadcom Inc. | 4.80% | 1,120,000 | $259.7M | New |
| TEAM Atlassian Corp. Class A | 3.83% | 851,000 | $207.1M | New |
| CVNA Carvana Co. | 3.72% | 989,000 | $201.1M | New |
| CPNG Coupang Inc. | 3.63% | 8,935,000 | $196.4M | Reduce -18.9% |
| HUBS HubSpot Inc. | 3.54% | 275,000 | $191.6M | Reduce -14.6% |
| FICO Fair Isaac Corp. | 2.76% | 75,000 | $149.3M | New |
| TTAN Servicetitan Inc. Class A | 2.34% | 1,229,285 | $126.5M | New |
| RDDT Reddit Inc. Class A | 2.20% | 729,000 | $119.1M | New |
| TSM Taiwan Semiconductor-SP ADR | 1.95% | 533,000 | $105.3M | No change |
| MSFT Microsoft Corp. | 1.94% | 249,000 | $105.0M | Reduce -77.3% |
| NFLX Netflix Inc. | 1.81% | 110,000 | $98.0M | New |
| SE Sea Ltd.-ADR | 1.78% | 909,000 | $96.4M | New |
| NU Nu Holdings Ltd./Cayman Isl-A filed as NU HLDGS LTD | 1.66% | 8,648,000 | $89.6M | Reduce -74.0% |
| CRWD CrowdStrike Holdings Inc. Class A | 1.61% | 255,000 | $87.3M | Reduce -44.8% |
| MELI MercadoLibre Inc. | 1.19% | 38,000 | $64.6M | Reduce -17.4% |
| MNDY Monday.com Ltd. | 0.94% | 215,100 | $50.6M | New |
| CART Maplebear Inc. | 0.21% | 280,037 | $11.6M | No change |
Portfolio Sells Q3 2024 → Q4 2024
| MSFT Microsoft Corp. | Reduce -77.3% | 1.94% | −8.33 |
| NU Nu Holdings Ltd./Cayman Isl-A | Reduce -74.0% | 1.66% | −8.22 |
| META Meta Platforms Inc. Class A | Reduce -14.7% | 13.14% | −4.61 |
| PDD PDD Holdings Inc. | Sold out | 0.00% | −2.44 |
| CPNG Coupang Inc. | Reduce -18.9% | 3.63% | −2.26 |
| CRWD CrowdStrike Holdings Inc. Class A | Reduce -44.8% | 1.61% | −1.21 |
| AMZN Amazon.com Inc. | Reduce -11.0% | 8.18% | −1.02 |
| MELI MercadoLibre Inc. | Reduce -17.4% | 1.19% | −0.86 |
| HUBS HubSpot Inc. | Reduce -14.6% | 3.54% | −0.19 |
Portfolio Buys Q3 2024 → Q4 2024
| AVGO Broadcom Inc. | New | 4.80% | +4.80 |
| SHOP Shopify Inc. Class A | Add +139.4% | 7.24% | +4.55 |
| TEAM Atlassian Corp. Class A | New | 3.83% | +3.83 |
| CVNA Carvana Co. | New | 3.72% | +3.72 |
| FICO Fair Isaac Corp. | New | 2.76% | +2.76 |
| TTAN Servicetitan Inc. Class A | New | 2.34% | +2.34 |
| RDDT Reddit Inc. Class A | New | 2.20% | +2.20 |
| NFLX Netflix Inc. | New | 1.81% | +1.81 |
| SE Sea Ltd.-ADR | New | 1.78% | +1.78 |
| MNDY Monday.com Ltd. | New | 0.94% | +0.94 |
| PANW Palo Alto Networks Inc. | Add +35.3% | 4.87% | +0.89 |
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 |