Scge Management, L.P. Top Holdings and 13F Report (2021) → The only financial event in 2024 that matters (From Porter & Company) (Ad) About Scge Management, L.P.Investment ActivityScge Management, L.P. has $5.28 billion in total holdings as of September 30, 2021.Scge Management, L.P. owns shares of 19 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 4.84% of the portfolio was purchased this quarter.About 4.88% of the portfolio was sold this quarter.This quarter, Scge Management, L.P. has purchased 21 new stocks and bought additional shares in 3 stocks.Scge Management, L.P. sold shares of 2 stocks and completely divested from 3 stocks this quarter.Largest Holdings ServiceNow $753,251,200Meta Platforms $690,980,340Microsoft $631,080,000NVIDIA $485,211,720Shopify $409,155,340 Largest New Holdings this Quarter Fortinet $51,437,430 Holding Largest Purchases this Quarter NVIDIA 174,000 shares (about $157.22M)Fortinet 753,000 shares (about $51.44M)Shopify 325,000 shares (about $25.08M)Global-E Online 601,728 shares (about $21.87M) Largest Sales this Quarter Meta Platforms 315,000 shares (about $152.96M)Cadence Design Systems 300,000 shares (about $93.38M) Sector Allocation Over TimeMap of 500 Largest Holdings ofScge Management, L.P. Selling Neutral Buying Latest 13F Holdings and Changes Since Previous Quarterly FilingIssuer NameHoldings ValueApproximate Purchase/SaleChange in SharesShares Held% of PortfolioSectorNOWServiceNow$753,251,2000.0%988,00014.3%Computer and TechnologyMETAMeta Platforms$690,980,340$152,957,700 ▼-18.1%1,423,00013.1%Computer and TechnologyMSFTMicrosoft$631,080,0000.0%1,500,00012.0%Computer and TechnologyNVDANVIDIA$485,211,720$157,219,440 ▲47.9%537,0009.2%Computer and TechnologySHOPShopify$409,155,340$25,080,250 ▲6.5%5,302,0007.7%Computer and TechnologyAMZNAmazon.com$409,101,8400.0%2,268,0007.7%Retail/WholesaleNUNU$399,655,0000.0%33,500,0007.6%Business ServicesHUBSHubSpot$303,255,0400.0%484,0005.7%Computer and TechnologyAMDAdvanced Micro Devices$253,768,9400.0%1,406,0004.8%Computer and TechnologyLRCXLam Research$228,318,9500.0%235,0004.3%Computer and TechnologyCPNGCoupang$153,936,8700.0%8,653,0002.9%Retail/WholesalePDDPDD$148,335,0000.0%1,276,0002.8%Retail/WholesaleCDNSCadence Design Systems$118,286,400$93,384,000 ▼-44.1%380,0002.2%Computer and TechnologyPANWPalo Alto Networks$111,378,9600.0%392,0002.1%Computer and TechnologySQBlock$77,010,0900.0%910,5001.5%Business ServicesFTNTFortinet$51,437,430$51,437,430 ▲New Holding753,0001.0%Computer and TechnologyGLBEGlobal-E Online$32,715,000$21,872,813 ▲201.7%900,0000.6%Retail/WholesaleTSMTaiwan Semiconductor Manufacturing$12,349,5310.0%90,7720.2%Computer and TechnologyMAPLEBEAR INC$10,442,5800.0%280,0370.2%COMBZKanzhun$0$6,894,811 ▼-100.0%00.0%Computer and TechnologyFRSHFreshworks$0$3,523,500 ▼-100.0%00.0%Computer and TechnologyZIZoomInfo Technologies$0$924,500 ▼-100.0%00.0%Computer and TechnologyShowing largest 100 holdings. View all holdings. More Institutional Buying and Selling Information SEC Filings and Trading Data: SEC Filings 13F Filings Top 13F Buys Top 13F Sells Get 30 Days of MarketBeat All Access Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools: Best-in-Class Portfolio Monitoring View the latest news, buy/sell ratings, SEC filings and insider transactions for your stocks. Compare your portfolio performance to leading indices and get personalized stock ideas based on your portfolio. Stock Ideas and Recommendations Get daily stock ideas from top-performing Wall Street analysts. Get short term trading ideas from the MarketBeat Idea Engine. View which stocks are hot on social media with MarketBeat's trending stocks report. Advanced Stock Screeners and Research Tools Identify stocks that meet your criteria using seven unique stock screeners. See what's happening in the market right now with MarketBeat's real-time news feed. Export data to Excel for your own analysis. Start Your 30-Day Free Trial Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. Real-time analyst ratings, insider transactions, earnings data, and more. Our daily ratings and market update email newsletter. Sign in to your free account to enjoy all that MarketBeat has to offer. Sign In Create Account Your Email Address: Email Address Required Your Password: Password Required Log In or Sign in with Facebook Sign in with Google Forgot your password? Your Email Address: Please enter your email address. Please enter a valid email address Choose a Password: Please enter your password. Your password must be at least 8 characters long and contain at least 1 number, 1 letter, and 1 special character. Create My Account (Free) or Sign in with Facebook Sign in with Google By creating a free account, you agree to our terms of service. This site is protected by reCAPTCHA and the Google Privacy Policy and Terms of Service apply.
