Scge Management, L.P. Portfolio Holdings by Sector

Scge Management, L.P.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Internet Content & Information \| Communication Services META DASH SPOT Z 4 stocks	$1.43 Million 30.54% of portfolio	3	-	1	-	0 Calls 0 Puts
Software—Infrastructure \| Technology PANW MSFT ORCL 3 stocks	$1.01 Million 21.6% of portfolio	1	1	-	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO TSM 3 stocks	$865,685 18.47% of portfolio	1	2	-	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical SE AMZN CVNA 3 stocks	$652,228 13.91% of portfolio	2	1	1	-	0 Calls 0 Puts
Software—Application \| Technology NOW SNOW CDNS 3 stocks	$600,350 12.81% of portfolio	1	2	-	-	0 Calls 0 Puts
Semiconductor Equipment & Materials \| Technology ASML 1 stocks	$124,883 2.66% of portfolio	1	-	1	-	0 Calls 0 Puts

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