Scge Management, L.P. Portfolio Holdings by Sector

Scge Management, L.P.

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Software—Application \| Technology NOW SHOP HUBS FICO MNDY 5 stocks	$1.83 Million 36.98% of portfolio	3	1	2	-	0 Calls 0 Puts
Internet Retail \| Consumer Cyclical AMZN CVNA CPNG SE MELI 5 stocks	$1 Million 20.23% of portfolio	2	3	2	-	0 Calls 0 Puts
Semiconductors \| Technology NVDA AVGO TSM 3 stocks	$758,928 15.33% of portfolio	1	-	1	-	0 Calls 0 Puts
Internet Content & Information \| Communication Services META 1 stocks	$716,065 14.47% of portfolio	-	1	-	-	0 Calls 0 Puts
Software—Infrastructure \| Technology PANW MSFT CRWD 3 stocks	$455,681 9.21% of portfolio	1	2	-	-	0 Calls 0 Puts
Entertainment \| Communication Services NFLX 1 stocks	$98,045 1.98% of portfolio	1	-	1	-	0 Calls 0 Puts
Banks—Diversified \| Financial Services NU 1 stocks	$89,593 1.81% of portfolio	-	1	-	-	0 Calls 0 Puts

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