Scge Management, L.P. 13F holdings, Q1 2025
Holdings as of March 31, 2025 · filings on SEC EDGAR · latest filing →
Scge Management, L.P. disclosed 15 US equity positions worth $3.5bn in its Q1 2025 13F filing. The largest position was META at 16.1% of the reported book, followed by NOW and SHOP. Against the Q4 2024 filing, it opened 0 new positions, added to 6 and reduced 7 among the top 15 holdings.
What did Scge Management, L.P. own in Q1 2025? Top 15 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2024 |
|---|---|---|---|---|---|---|---|
| 1 | META META PLATFORMS INC | Communication Services | 16.1% | $557.9m | 968,000 | -20% | reduced |
| 2 | NOW SERVICENOW INC | Technology | 10.0% | $346.3m | 435,000 | -56% | reduced |
| 3 | SHOP SHOPIFY INC | Technology | 9.3% | $323.3m | 3,386,000 | -8% | reduced |
| 4 | PANW PALO ALTO NETWORKS INC | Technology | 9.3% | $321.7m | 1,885,000 | 30% | added |
| 5 | AMZN AMAZON COM INC | Consumer Cyclical | 9.3% | $321.5m | 1,690,000 | -16% | reduced |
| 6 | SE SEA LTD | Consumer Cyclical | 8.1% | $281.9m | 2,160,000 | 138% | added |
| 7 | NVDA NVIDIA CORPORATION | Technology | 7.3% | $253.2m | 2,336,000 | -20% | reduced |
| 8 | TEAM ATLASSIAN CORPORATION | Technology | 6.1% | $211.4m | 996,000 | 17% | added |
| 9 | AVGO BROADCOM INC | Technology | 5.8% | $202.1m | 1,207,000 | 8% | added |
| 10 | CPNG COUPANG INC | Consumer Cyclical | 4.9% | $170.3m | 7,767,000 | -13% | reduced |
| 11 | RDDT REDDIT INC | Communication Services | 4.9% | $169.1m | 1,612,000 | 121% | added |
| 12 | TSM TAIWAN SEMICONDUCTOR MFG LTD | Technology | 3.8% | $133.0m | 801,000 | 50% | added |
| 13 | TTAN SERVICETITAN INC | Technology | 3.4% | $116.9m | 1,229,285 | 0% | held |
| 14 | NU NU HLDGS LTD | Financial Services | 1.5% | $51.0m | 4,976,507 | -42% | reduced |
| 15 | CART MAPLEBEAR INC | Consumer Cyclical | 0.3% | $11.2m | 280,037 | 0% | held |
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.