Scge Management, L.P. 13F holdings, Q3 2024
Holdings as of September 30, 2024 · filings on SEC EDGAR · latest filing →
Scge Management, L.P. disclosed 15 US equity positions worth $4.6bn in its Q3 2024 13F filing. The largest position was NOW at 19.3% of the reported book, followed by META and MSFT.
What did Scge Management, L.P. own in Q3 2024? Top 15 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | NOW SERVICENOW INC | Technology | 19.3% | $883.7m | 988,000 | – | |
| 2 | META META PLATFORMS INC | Communication Services | 17.8% | $814.6m | 1,423,000 | – | |
| 3 | MSFT MICROSOFT CORP | Technology | 10.3% | $471.2m | 1,095,000 | – | |
| 4 | NU NU HLDGS LTD | Financial Services | 9.9% | $453.1m | 33,193,000 | – | |
| 5 | AMZN AMAZON COM INC | Consumer Cyclical | 9.2% | $422.6m | 2,268,000 | – | |
| 6 | NVDA NVIDIA CORPORATION | Technology | 7.8% | $356.3m | 2,934,000 | – | |
| 7 | CPNG COUPANG INC | Consumer Cyclical | 5.9% | $270.5m | 11,018,000 | – | |
| 8 | PANW PALO ALTO NETWORKS INC | Technology | 4.0% | $182.9m | 535,000 | – | |
| 9 | HUBS HUBSPOT INC | Technology | 3.7% | $171.2m | 322,000 | – | |
| 10 | CRWD CROWDSTRIKE HLDGS INC | Technology | 2.8% | $129.6m | 462,000 | – | |
| 11 | SHOP SHOPIFY INC | Technology | 2.7% | $123.3m | 1,538,000 | – | |
| 12 | PDD PDD HOLDINGS INC | Consumer Cyclical | 2.4% | $111.9m | 830,000 | – | |
| 13 | MELI MERCADOLIBRE INC | Consumer Cyclical | 2.1% | $94.4m | 46,000 | – | |
| 14 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 2.0% | $92.6m | 533,000 | – | |
| 15 | CART MAPLEBEAR INC | Consumer Cyclical | 0.2% | $11.4m | 280,037 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.