Scge Management, L.P.
Scge Management, L.P. reported 21 US-listed holdings worth $5.90 billion in its 13F for the quarter ended 30 June 2026, filed 14 August 2026. Its largest: Space Exploration Techn Corp. Class A Com STK (49.2%), NVIDIA Corp. (8.1%) and Alphabet Inc. (6.8%). Against the quarter before, it opened 6 positions, added to 1, trimmed 10 and sold out of 6.
Reported holdings$5.90B+78.7% on Q1 2026
Positions21as many as Q1 2026
The largest ten87.1%of its reported holdings
Latest 13FQ2 2026filed 14 August 2026
OpenedAdded toHeldTrimmed
The 14 largest of its 21 positions, each sized by its share of the reported holdings, coloured by the change in shares against Q1 2026.
What the fund reported holding at each quarter's end; hover a bar for the number of positions
What it did on the quarter
Opened 6Added 1Held 4Trimmed 10Sold out 6
Its positions against its 13F for the quarter to 31 March 2026; a change under 0.1% of a position counts as held
Opened 6
- Space Exploration Techn Corp. Class A Com STK SPCX$2.90 billion
- Advanced Micro Devices Inc. AMD$64.8 million
- Ciena Corp. CIEN$43.7 million
- Coupang Inc. Class A CPNG$36.3 million
- Monolithic Power Systems, Inc. MPWR$25.3 million
- Cloudflare Inc. NET$24.7 million
Added to 1
- Sandisk Corp. SNDK+12,900 shares · +21%
Trimmed 10
- DoorDash, Inc. DASH-1.1 million shares · -72%
- Alphabet Inc. GOOGL-488,800 shares · -30%
- NVIDIA Corp. NVDA-659,100 shares · -22%
- Broadcom Inc. AVGO-306,300 shares · -39%
- Snowflake Inc. SNOW-333,800 shares · -62%
- ASML Holding N.V. ASML-30,500 shares · -22%
- Microsoft Corp. MSFT-129,600 shares · -17%
- Tesla, Inc. TSLA-62,800 shares · -17%
and 2 more in the table below
Sold out of 6
- Netskope Inc. NTSK$93.0 million last quarter
- Chime Finl Inc CHYM$78.3 million last quarter
- Credo Technology Group Holdi CRDO$62.3 million last quarter
- Zillow Group Inc. Z$52.3 million last quarter
- Maplebear Inc. CART$10.5 million last quarter
- Figma Inc. FIG$1.3 million last quarter
What it holds
| Company | Shares | Value | Of its book | Change in shares |
|---|---|---|---|---|
| Space Exploration Techn Corp. Class A Com STK SPCX | 16,981,350 | $2.90 billion | 49.20% | new |
| NVIDIA Corp. NVDA | 2,374,600 | $475.1 million | 8.06% | -659,100 |
| Alphabet Inc. GOOGL | 1,114,200 | $398.2 million | 6.75% | -488,800 |
| Amazon.com Inc. AMZN | 1,079,500 | $257.3 million | 4.36% | -99,100 |
| Microsoft Corp. MSFT | 633,300 | $236.2 million | 4.01% | -129,600 |
| ASML Holding N.V. ASML | 106,700 | $212.3 million | 3.60% | -30,500 |
| Broadcom Inc. AVGO | 486,400 | $183.7 million | 3.12% | -306,300 |
| Sandisk Corp. SNDK | 75,800 | $172.3 million | 2.92% | +12,900 |
| Sea Limited SE | 1,775,000 | $170.1 million | 2.88% | no change |
| Tesla, Inc. TSLA | 308,800 | $129.9 million | 2.20% | -62,800 |
| Meta Platforms, Inc. META | 222,600 | $125.4 million | 2.13% | -34,200 |
| ServiceNow, Inc. NOW | 1,135,000 | $112.7 million | 1.91% | no change |
| Klarna Group PLC KLAR | 5,266,524 | $106.6 million | 1.81% | no change |
| Servicetitan TTAN | 1,229,285 | $86.9 million | 1.47% | no change |
| DoorDash, Inc. DASH | 447,626 | $82.6 million | 1.40% | -1,146,374 |
| Advanced Micro Devices Inc. AMD | 111,500 | $64.8 million | 1.10% | new |
| Snowflake Inc. SNOW | 201,200 | $51.2 million | 0.87% | -333,800 |
| Ciena Corp. CIEN | 89,000 | $43.7 million | 0.74% | new |
| Coupang Inc. Class A CPNG | 2,088,200 | $36.3 million | 0.62% | new |
| Monolithic Power Systems, Inc. MPWR | 18,300 | $25.3 million | 0.43% | new |
| Cloudflare Inc. NET | 100,800 | $24.7 million | 0.42% | new |
Every US-listed position in the fund's 13F for the quarter ended 30 June 2026, by the value it reported.