HoldingsChannel.com
| Entity | Amount | Change
09/30/2023 to 12/31/2023 |
Position Size ($ in 1000's) |
|---|---|---|---|
 SERVICENOW INC |
988,000 | UNCH | $698,012 |
| NOW | 988,000 | UNCH | $698,012 |
| META PLATFORMS INC |
1,738,000 | UNCH | $615,182 |
| META | 1,738,000 | UNCH | $615,182 |
| MICROSOFT CORP |
1,500,000 | +158,000 | $564,060 |
| MSFT | 1,500,000 | +158,000 | $564,060 |
| SHOPIFY INC |
4,977,000 | -926,000 | $387,708 |
| SHOP | 4,977,000 | -926,000 | $387,708 |
| AMAZON COM INC |
2,268,000 | -789,870 | $344,600 |
| AMZN | 2,268,000 | -789,870 | $344,600 |
| HUBSPOT INC |
484,000 | +35,000 | $280,981 |
| HUBS | 484,000 | +35,000 | $280,981 |
| NU HLDGS LTD |
33,500,000 | +2,457,169 | $279,055 |
| NU | 33,500,000 | +2,457,169 | $279,055 |
| ADVANCED MICRO DEVICES INC |
1,406,000 | UNCH | $207,258 |
| AMD | 1,406,000 | UNCH | $207,258 |
| PDD HOLDINGS INC |
1,276,000 | +1,153,182 | $186,692 |
| PDD | 1,276,000 | +1,153,182 | $186,692 |
| CADENCE DESIGN SYSTEM INC |
680,000 | UNCH | $185,212 |
| CDNS | 680,000 | UNCH | $185,212 |
| LAM RESEARCH CORP |
235,000 | UNCH | $184,066 |
| LRCX | 235,000 | UNCH | $184,066 |
| NVIDIA CORPORATION |
363,000 | UNCH | $179,765 |
| NVDA | 363,000 | UNCH | $179,765 |
| COUPANG INC |
8,653,000 | +2,999,182 | $140,092 |
| CPNG | 8,653,000 | +2,999,182 | $140,092 |
| PALO ALTO NETWORKS INC |
392,000 | UNCH | $115,593 |
| PANW | 392,000 | UNCH | $115,593 |
| BLOCK INC |
910,500 | UNCH | $70,427 |
| SQ | 910,500 | UNCH | $70,427 |
| GLOBAL E ONLINE LTD |
298,272 | +3,272 | $11,821 |
| GLBE | 298,272 | +3,272 | $11,821 |
| TAIWAN SEMICONDUCTOR MFG LTD |
90,772 | UNCH | $9,440 |
| TSM | 90,772 | UNCH | $9,440 |
| KANZHUN LIMITED |
415,100 | UNCH | $6,895 |
| BZ | 415,100 | UNCH | $6,895 |
| MAPLEBEAR INC |
280,037 | UNCH | $6,572 |
| CART | 280,037 | UNCH | $6,572 |
| FRESHWORKS INC |
150,000 | UNCH | $3,524 |
| FRSH | 150,000 | UNCH | $3,524 |
| ZOOMINFO TECHNOLOGIES INC |
50,000 | +0 | $924 |
| ZI | 50,000 | UNCH | $924 |
 APPLIED MATLS INC |
$0 (exited) | ||
| AMAT | 0 | -517,000 | $0 |
| DOORDASH INC |
$0 (exited) | ||
| DASH | 0 | -133,298 | $0 |
| SEA LTD |
$0 (exited) | ||
| SE | 0 | -2,254,816 | $0 |
| TESLA INC |
$0 (exited) | ||
| TSLA | 0 | -290,000 | $0 |
| TWILIO INC |
0 | -868,100 | $0 (exited) |
| TWLO | 0 | -868,100 | $0 |
See Summary: Scge Management L.P. Top Holdings
See Details: Top 10 Stocks Held By Scge Management L.P.
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| SE | -2,254,816 | -$99,099 |
| TSLA | -290,000 | -$72,564 |
| AMAT | -517,000 | -$71,579 |
| TWLO | -868,100 | -$50,810 |
| DASH | -133,298 | -$10,593 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| CPNG | +2,999,182 | +$43,977 |
| NU | +2,457,169 | +$53,994 |
| PDD | +1,153,182 | +$174,647 |
| MSFT | +158,000 | +$140,324 |
| HUBS | +35,000 | +$59,849 |
| GLBE | +3,272 | +$98 |
| NOW | UNCH | +$145,760 |
| META | UNCH | +$93,417 |
| AMD | UNCH | +$62,693 |
| CDNS | UNCH | +$25,888 |
| Entity | Shares/Amount Change | Position Value Change |
|---|---|---|
| SHOP | -926,000 | +$65,581 |
| AMZN | -789,870 | -$44,116 |
| ZI | UNCH | +$104 |
| FRSH | UNCH | +$536 |
| CART | UNCH | -$1,742 |
| BZ | UNCH | +$598 |
| TSM | UNCH | +$1,552 |
| SQ | UNCH | +$30,128 |
| PANW | UNCH | +$23,693 |
|
Size ($ in 1000's)
At 12/31/2023: $4,477,879 At 09/30/2023: $3,846,904 Scge Management L.P. holdings changes, total fund size, and other information presented on HoldingsChannel.com was derived from Scge Management L.P. 13F filings. Link to 13F filings: SEC filings |
