Scge Management, L.P. Top Holdings and 13F Report (2021) About Scge Management, L.P.Investment ActivityScge Management, L.P. has $4.77 billion in total holdings as of September 30, 2021.Scge Management, L.P. owns shares of 20 different stocks, but just 12 companies or ETFs make up 80% of its holdings.Approximately 35.50% of the portfolio was purchased this quarter.About 25.60% of the portfolio was sold this quarter.This quarter, Scge Management, L.P. has purchased 15 new stocks and bought additional shares in 1 stock.Scge Management, L.P. sold shares of 6 stocks and completely divested from 3 stocks this quarter.Largest Holdings Meta Platforms $714,471,120Palo Alto Networks $385,746,400Broadcom $351,591,575NVIDIA $340,942,420Oracle $291,215,160 Largest New Holdings this Quarter 68389X105 - Oracle $291,215,160 Holding25809K105 - DOORDASH INC $267,463,350 HoldingL8681T102 - Spotify Technology $250,152,840 Holding594918104 - Microsoft $228,311,190 Holding127387108 - Cadence Design Systems $187,663,350 Holding Largest Purchases this Quarter Oracle 1,332,000 shares (about $291.22M)DOORDASH INC 1,085,000 shares (about $267.46M)Spotify Technology 326,000 shares (about $250.15M)Microsoft 459,000 shares (about $228.31M)Cadence Design Systems 609,000 shares (about $187.66M) Largest Sales this Quarter ServiceNow 191,000 shares (about $196.36M)Amazon.com 547,000 shares (about $120.01M)SEA 405,000 shares (about $64.78M)Taiwan Semiconductor Manufacturing 245,000 shares (about $55.49M)NU 3,800,000 shares (about $52.14M) 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 PortfolioSectorMETAMeta Platforms$714,471,1200.0%968,00015.0%Computer and TechnologyPANWPalo Alto Networks$385,746,4000.0%1,885,0008.1%Computer and TechnologyAVGOBroadcom$351,591,575$18,882,025 ▲5.7%1,275,5007.4%Computer and TechnologyNVDANVIDIA$340,942,420$28,122,220 ▼-7.6%2,158,0007.2%Computer and TechnologyORCLOracle$291,215,160$291,215,160 ▲New Holding1,332,0006.1%Computer and TechnologySESEA$280,694,700$64,775,700 ▼-18.8%1,755,0005.9%Computer and TechnologyDOORDASH INC$267,463,350$267,463,350 ▲New Holding1,085,0005.6%CL ANOWServiceNow$250,851,520$196,363,280 ▼-43.9%244,0005.3%Computer and TechnologyAMZNAmazon.com$250,762,770$120,006,330 ▼-32.4%1,143,0005.3%Retail/WholesaleSPOTSpotify Technology$250,152,840$250,152,840 ▲New Holding326,0005.2%Computer and TechnologyCPNGCoupang$232,699,3200.0%7,767,0004.9%Retail/WholesaleMSFTMicrosoft$228,311,190$228,311,190 ▲New Holding459,0004.8%Computer and TechnologyCDNSCadence Design Systems$187,663,350$187,663,350 ▲New Holding609,0003.9%Computer and TechnologyDTDynatrace$155,857,830$155,857,830 ▲New Holding2,823,0003.3%Computer and TechnologyCHIME FINL INC$152,563,223$152,563,223 ▲New Holding4,420,8413.2%COM SHS CL ASNOWSnowflake$140,527,560$140,527,560 ▲New Holding628,0002.9%Computer and TechnologySERVICETITAN INC$131,754,7660.0%1,229,2852.8%SHS CL ATSMTaiwan Semiconductor Manufacturing$125,928,440$55,490,050 ▼-30.6%556,0002.6%Computer and TechnologyNUNU$16,141,676$52,136,000 ▼-76.4%1,176,5070.3%FinanceMAPLEBEAR INC$12,668,8740.0%280,0370.3%COMSHOPShopify$0$323,295,280 ▼-100.0%00.0%Computer and TechnologyTEAMAtlassian$0$211,361,160 ▼-100.0%00.0%Computer and TechnologyREDDIT INC$0$169,098,800 ▼-100.0%00.0%CL AShowing 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 for Free Sign up for MarketBeat All Access to gain access to MarketBeat's full suite of research tools. Start Your 30-Day Trial MarketBeat All Access Features Best-in-Class Portfolio Monitoring Get personalized stock ideas. Compare portfolio to indices. Check stock news, ratings, SEC filings, and more. Stock Ideas and Recommendations See daily stock ideas from top analysts. Receive short-term trading ideas from MarketBeat. Identify trending stocks on social media. Advanced Stock Screeners and Research Tools Use our seven stock screeners to find suitable stocks. Stay informed with MarketBeat's real-time news. Export data to Excel for personal analysis. Sign in to your free account to enjoy these benefits In-depth profiles and analysis for 20,000 public companies. 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