Scge Management, L.P. Portfolio Stock Holdings
Scge Management, L.P. disclosed 21 stock positions valued at approximately $3.3 billion in its latest SEC 13F filing. The largest holdings include NVIDIA CORPORATION, ALPHABET INC, and MICROSOFT CORP. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 21
- Portfolio Value
- $3.3B
Holdings by Sector
Scge Management, L.P. Portfolio Holdings in Q1 2026
18 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| NVIDIA CORPORATION | NVDA | Technology | 16.03% | 3,033,700 | -291,300 | -8.76% | $529,077,280 |
| ALPHABET INC | GOOGL | Communication Services | 13.97% | 1,603,000 | - | - | $460,958,680 |
| MICROSOFT CORP | MSFT | Technology | 8.56% | 762,900 | -89,100 | -10.46% | $282,402,693 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 7.44% | 1,178,600 | -112,400 | -8.71% | $245,467,022 |
| BROADCOM INC | AVGO | Technology | 7.44% | 792,700 | +66,700 | +9.19% | $245,348,577 |
| DOORDASH INC | DASH | Communication Services | 7.25% | 1,594,000 | - | - | $239,339,100 |
| ASML HLDG NV | ASML | Other | 5.49% | 137,200 | -90,800 | -39.82% | $181,217,876 |
| SEA LTD | SE | Consumer Cyclical | 4.45% | 1,775,000 | - | - | $146,987,750 |
| META PLATFORMS INC | META | Communication Services | 4.45% | 256,800 | -89,200 | -25.78% | $146,922,984 |
| TESLA INC | TSLA | Consumer Cyclical | 4.19% | 371,600 | -35,400 | -8.70% | $138,142,300 |
| SERVICENOW INC | NOW | Technology | 3.60% | 1,135,000 | - | - | $118,664,250 |
| SNOWFLAKE INC | SNOW | Technology | 2.45% | 535,000 | -262,000 | -32.87% | $80,688,700 |
| CHIME FINL INC | CHYM | Other | 2.37% | 4,181,827 | -239,014 | -5.41% | $78,325,620 |
| SERVICETITAN INC | TTAN | Other | 2.36% | 1,229,285 | - | - | $78,010,426 |
| CREDO TECHNOLOGY GROUP HOLDI | G25457105 | Other | 1.89% | 664,100 | +94,100 | +16.51% | $62,339,067 |
| ZILLOW GROUP INC | Z | Communication Services | 1.59% | 1,264,900 | -733,100 | -36.69% | $52,341,562 |
| SANDISK CORP | SNDK | Other | 1.21% | 62,900 | +62,900 | +100.00% | $39,962,886 |
| MAPLEBEAR INC | CART | Consumer Cyclical | 0.32% | 280,037 | - | - | $10,490,186 |