Institutions / Scge Management, L.P. / Activity
Activity — Scge Management, L.P.
22 moves.
| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q4 2025 as of | New | Alphabet Inc. Common stock | $501.74M | +1.6M | 1,603,000 11.43% of portfolio | high |
| Q4 2025 as of | Trim | Meta Platforms Inc Common stock | $-410.58M | -622K -64.26% | 346,000 5.20% of portfolio | high |
| Q4 2025 as of | Exit | Palo Alto Networks Inc Common stock | $-383.82M | -1.9M -100.00% | 0 | high |
| Q4 2025 as of | Exit | Oracle Corp Common stock | $-312.46M | -1.1M -100.00% | 0 | high |
| Q4 2025 as of | Exit | L8681T102 Common stock | $-259.38M | -372K -100.00% | 0 | high |
| Q4 2025 as of | Add | NVIDIA Corp Common stock | $194.71M | +1.0M +45.77% | 3,325,000 14.13% of portfolio | high |
| Q4 2025 as of | Exit | Cadence Design Systems Inc Common stock | $-190.03M | -541K -100.00% | 0 | high |
| Q4 2025 as of | New | Tesla Inc Common stock | $183.04M | +407K | 407,000 4.17% of portfolio | high |
| Q4 2025 as of | Add | ServiceNow Inc Common stock | $139.10M | +908K +400.00% | 1,135,000 3.96% of portfolio | high |
| Q4 2025 as of | Exit | TSM Taiwan Semiconductor Manufacturing Co Ltd ADR | $-126.52M | -453K -100.00% | 0 | high |
| Q4 2025 as of | Add | Microsoft Corp Common stock | $116.55M | +241K +39.44% | 852,000 9.39% of portfolio | high |
| Q4 2025 as of | Add | N07059210 Common stock | $105.92M | +99K +76.74% | 228,000 5.56% of portfolio | high |
| Q4 2025 as of | Add | DoorDash, Inc. Common stock | $88.33M | +390K +32.39% | 1,594,000 8.22% of portfolio | high |
| Q4 2025 as of | New | Credo Technology Group Holding Ltd Common stock | $82.02M | +570K | 570,000 1.87% of portfolio | high |
| Q4 2025 as of | Trim | Broadcom Inc. Common stock | $-77.70M | -225K -23.62% | 726,000 5.72% of portfolio | high |
| Q4 2025 as of | Add | Carvana Co. Common stock | $24.06M | +57K +37.75% | 208,000 2.00% of portfolio | medium |
| Q4 2025 as of | Trim | Snowflake Inc. Common stock | $-21.06M | -96K -10.75% | 797,000 3.98% of portfolio | medium |
| Q4 2025 as of | Add | Zillow Group, Inc. Common stock | $17.67M | +259K +14.89% | 1,998,000 3.10% of portfolio | medium |
| Q4 2025 as of | Exit | Netskope Inc Common stock | $-9.09M | -400K -100.00% | 0 | medium |
| Q4 2025 as of | Add | Sea Ltd Common stock | $9.06M | +71K +4.17% | 1,775,000 5.16% of portfolio | medium |
| Q4 2025 as of | Trim | Amazon.com Inc Common stock | $-7.62M | -33K -2.49% | 1,291,000 6.79% of portfolio | medium |
| Q4 2025 as of | Exit | G16910120 Common stock | $-6.36M | -100K -100.00% | 0 | medium |