Scge Management, L.P.
Quarter-over-quarter position changes
| Action | Company | Flow |
|---|---|---|
| New | Alphabet Inc. | $501.74M |
| Trimmed | Meta Platforms Inc | $410.58M |
| Exited | Palo Alto Networks Inc | $383.82M |
| Exited | ORACLE CORP | $312.46M |
| Exited | L8681T102 | $259.38M |
| Added | NVIDIA Corp | $194.71M |
| Exited | CADENCE DESIGN SYSTEMS INC | $190.03M |
| New | Tesla Inc | $183.04M |
| Added | ServiceNow Inc | $139.10M |
| Exited | TAIWAN SEMICONDUCTOR MANUFACTURING CO LTDTSM | $126.52M |
| Added | MICROSOFT CORP | $116.55M |
| Added | N07059210 | $105.92M |
| Added | DoorDash, Inc. | $88.33M |
| New | Credo Technology Group Holding Ltd | $82.02M |
| Trimmed | Broadcom Inc. | $77.70M |
| Added | CARVANA CO. | $24.06M |
| Trimmed | Snowflake Inc. | $21.06M |
| Added | ZILLOW GROUP, INC. | $17.67M |
| Exited | Netskope Inc | $9.09M |
| Added | Sea Ltd | $9.06M |
| Trimmed | Amazon.com Inc | $7.62M |
| Exited | G16910120 | $6.36M |