Scge Management, L.P. Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Scge Management, L.P. disclosed 21 stock positions valued at approximately $5.90B as of quarter-end June 30, 2026. The largest holdings include SPACE EXPLORATION TECHN CORP, NVIDIA CORPORATION, and ALPHABET INC.
- Report Period
- June 30, 2026
- No. of Stocks
- 21
- Portfolio Value
- $5.90B
Holdings by Sector
Scge Management, L.P. Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| SPACE EXPLORATION TECHN CORP | SPCX | Other | 49.20% | 16,981,350 | +16,981,350 | +100.00% | $2,901,433,460 |
| NVIDIA CORPORATION | NVDA | Technology | 8.06% | 2,374,600 | -659,100 | -21.73% | $475,133,714 |
| ALPHABET INC | GOOGL | Communication Services | 6.75% | 1,114,200 | -488,800 | -30.49% | $398,181,654 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 4.36% | 1,079,500 | -99,100 | -8.41% | $257,288,030 |
| MICROSOFT CORP | MSFT | Technology | 4.01% | 633,300 | -129,600 | -16.99% | $236,233,566 |
| ASML HLDG NV | ASML | Other | 3.60% | 106,700 | -30,500 | -22.23% | $212,273,248 |
| BROADCOM INC | AVGO | Technology | 3.12% | 486,400 | -306,300 | -38.64% | $183,737,600 |
| SANDISK CORP | SNDK | Other | 2.92% | 75,800 | +12,900 | +20.51% | $172,348,734 |
| SEA LTD | SE | Consumer Cyclical | 2.88% | 1,775,000 | - | - | $170,098,250 |
| TESLA INC | TSLA | Consumer Cyclical | 2.20% | 308,800 | -62,800 | -16.90% | $129,881,280 |
| META PLATFORMS INC | META | Communication Services | 2.13% | 222,600 | -34,200 | -13.32% | $125,388,354 |
| SERVICENOW INC | NOW | Technology | 1.91% | 1,135,000 | - | - | $112,682,800 |
| KLARNA GROUP PLC | KLAR | Other | 1.81% | 5,266,524 | - | - | $106,594,445 |
| SERVICETITAN INC | TTAN | Other | 1.47% | 1,229,285 | - | - | $86,922,742 |
| DOORDASH INC | DASH | Communication Services | 1.40% | 447,626 | -1,146,374 | -71.92% | $82,600,426 |
| ADVANCED MICRO DEVICES INC | AMD | Technology | 1.10% | 111,500 | +111,500 | +100.00% | $64,771,465 |
| SNOWFLAKE INC | SNOW | Technology | 0.87% | 201,200 | -333,800 | -62.39% | $51,205,400 |
| CIENA CORP | CIEN | Technology | 0.74% | 89,000 | +89,000 | +100.00% | $43,659,840 |
| COUPANG INC | CPNG | Consumer Cyclical | 0.62% | 2,088,200 | +2,088,200 | +100.00% | $36,272,034 |
| MONOLITHIC PWR SYS INC | MPWR | Technology | 0.43% | 18,300 | +18,300 | +100.00% | $25,297,188 |
| CLOUDFLARE INC | NET | Technology | 0.42% | 100,800 | +100,800 | +100.00% | $24,724,224 |
Showing 21 of 21 holdings in the latest reporting period.