Scge Management, L.P. Top Holdings and 13F Report (2021) About Scge Management, L.P.Investment ActivityScge Management, L.P. has $3.47 billion in total holdings as of September 30, 2021.Scge Management, L.P. owns shares of 15 different stocks, but just 9 companies or ETFs make up 80% of its holdings.Approximately 12.11% of the portfolio was purchased this quarter.About 50.37% of the portfolio was sold this quarter.This quarter, Scge Management, L.P. has purchased 23 new stocks and bought additional shares in 6 stocks.Scge Management, L.P. sold shares of 7 stocks and completely divested from 8 stocks this quarter.Largest Holdings Meta Platforms $557,916,480ServiceNow $346,320,900Shopify $323,295,280Palo Alto Networks $321,656,400Amazon.com $321,539,400 Largest Purchases this Quarter SEA 1,251,000 shares (about $163.24M)REDDIT INC 883,000 shares (about $92.63M)Palo Alto Networks 437,000 shares (about $74.57M)Taiwan Semiconductor Manufacturing 268,000 shares (about $44.49M)Atlassian 145,000 shares (about $30.77M) Largest Sales this Quarter ServiceNow 553,000 shares (about $440.27M)Meta Platforms 246,000 shares (about $141.78M)NVIDIA 598,000 shares (about $64.81M)Amazon.com 328,000 shares (about $62.41M)NU 3,671,493 shares (about $37.60M) 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$557,916,480$141,784,560 ▼-20.3%968,00016.1%Computer and TechnologyNOWServiceNow$346,320,900$440,265,420 ▼-56.0%435,00010.0%Computer and TechnologySHOPShopify$323,295,280$28,262,080 ▼-8.0%3,386,0009.3%Computer and TechnologyPANWPalo Alto Networks$321,656,400$74,569,680 ▲30.2%1,885,0009.3%Computer and TechnologyAMZNAmazon.com$321,539,400$62,405,280 ▼-16.3%1,690,0009.3%Retail/WholesaleSESEA$281,858,400$163,242,990 ▲137.6%2,160,0008.1%Computer and TechnologyNVDANVIDIA$253,175,680$64,811,240 ▼-20.4%2,336,0007.3%Computer and TechnologyTEAMAtlassian$211,361,160$30,770,450 ▲17.0%996,0006.1%Computer and TechnologyAVGOBroadcom$202,088,010$14,566,410 ▲7.8%1,207,0005.8%Computer and TechnologyCPNGCoupang$170,330,310$25,614,240 ▼-13.1%7,767,0004.9%Retail/WholesaleREDDIT INC$169,098,800$92,626,700 ▲121.1%1,612,0004.9%CL ATSMTaiwan Semiconductor Manufacturing$132,966,000$44,488,000 ▲50.3%801,0003.8%Computer and TechnologySERVICETITAN INC$116,917,2960.0%1,229,2853.4%SHS CL ANUNU$50,959,432$37,596,089 ▼-42.5%4,976,5071.5%FinanceMAPLEBEAR INC$11,170,6760.0%280,0370.3%COMCVNACarvana$0$201,123,040 ▼-100.0%00.0%Retail/WholesaleHUBSHubSpot$0$191,611,750 ▼-100.0%00.0%Computer and TechnologyFICOFair Isaac$0$149,319,750 ▼-100.0%00.0%Computer and TechnologyMSFTMicrosoft$0$104,953,500 ▼-100.0%00.0%Computer and TechnologyNFLXNetflix$0$98,045,200 ▼-100.0%00.0%Consumer DiscretionaryCRWDCrowdStrike$0$87,250,800 ▼-100.0%00.0%Computer and TechnologyMELIMercadoLibre$0$64,616,720 ▼-100.0%00.0%Retail/WholesaleMNDYmonday.com$0$50,643,144 ▼-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 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. 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.
