Scge Management, L.P.: 13F holdings, Q2 2026
Hedge fund · SEC EDGAR filings (CIK 1537530) · Explore on the interactive board
Scge Management, L.P. disclosed 21 US equity positions worth $5.9bn in its Q2 2026 13F filing (holdings as of June 30, 2026, filed August 14, 2026). Its largest position is SPCX at 49.2% of the reported book, followed by NVDA, GOOGL. The top ten holdings are 87.1% of the book, and the portfolio behaves like about 4 equal-weight positions. Versus the prior filing it opened 6 new positions, added to 1, reduced 10 and exited 6. Note: this manager's most recent filing is 3934 quarters behind the newest quarter on file, so these figures are history rather than current positioning.
What does Scge Management, L.P. own? Top holdings as of June 30, 2026
Change is measured in shares against the previous filing (Q1 2026), so price moves do not read as decisions. This quarter: 6 new, 1 added, 10 reduced, 6 exited.
| # | Stock | Sector | Weight | Value | Shares | Δ shares | Action |
|---|---|---|---|---|---|---|---|
| 1 | SPCX SPACE EXPLORATION TECHN CORP | Industrials | 49.2% | $2.9bn | 16,981,350 | – | new |
| 2 | NVDA NVIDIA CORPORATION | Technology | 8.1% | $475.1m | 2,374,600 | -22% | reduced |
| 3 | GOOGL ALPHABET INC | Communication Services | 6.8% | $398.2m | 1,114,200 | -30% | reduced |
| 4 | AMZN AMAZON COM INC | Consumer Cyclical | 4.4% | $257.3m | 1,079,500 | -8% | reduced |
| 5 | MSFT MICROSOFT CORP | Technology | 4.0% | $236.2m | 633,300 | -17% | reduced |
| 6 | ASML ASML HLDG NV | Technology | 3.6% | $212.3m | 106,700 | -22% | reduced |
| 7 | AVGO BROADCOM INC | Technology | 3.1% | $183.7m | 486,400 | -39% | reduced |
| 8 | SNDK SANDISK CORP | Technology | 2.9% | $172.3m | 75,800 | 21% | added |
| 9 | SE SEA LTD | Consumer Cyclical | 2.9% | $170.1m | 1,775,000 | 0% | held |
| 10 | TSLA TESLA INC | Consumer Cyclical | 2.2% | $129.9m | 308,800 | -17% | reduced |
| 11 | META META PLATFORMS INC | Communication Services | 2.1% | $125.4m | 222,600 | -13% | reduced |
| 12 | NOW SERVICENOW INC | Technology | 1.9% | $112.7m | 1,135,000 | 0% | held |
| 13 | KLAR KLARNA GROUP PLC | Financial Services | 1.8% | $106.6m | 5,266,524 | 0% | held |
| 14 | TTAN SERVICETITAN INC | Technology | 1.5% | $86.9m | 1,229,285 | 0% | held |
| 15 | DASH DOORDASH INC | Consumer Cyclical | 1.4% | $82.6m | 447,626 | -72% | reduced |
| 16 | AMD ADVANCED MICRO DEVICES INC | Technology | 1.1% | $64.8m | 111,500 | – | new |
| 17 | SNOW SNOWFLAKE INC | Technology | 0.9% | $51.2m | 201,200 | -62% | reduced |
| 18 | CIEN CIENA CORP | Technology | 0.7% | $43.7m | 89,000 | – | new |
| 19 | CPNG COUPANG INC | Consumer Cyclical | 0.6% | $36.3m | 2,088,200 | – | new |
| 20 | MPWR MONOLITHIC PWR SYS INC | Technology | 0.4% | $25.3m | 18,300 | – | new |
| 21 | NET CLOUDFLARE INC | Technology | 0.4% | $24.7m | 100,800 | – | new |
What did Scge Management, L.P. sell? Positions exited since the previous filing
| Stock | Prior weight | Prior value |
|---|---|---|
| NTSK NETSKOPE INC | 31.2% | $93.0m |
| CHYM CHIME FINL INC | 26.3% | $78.3m |
| CRDO CREDO TECHNOLOGY GROUP HOLDI | 20.9% | $62.3m |
| Z ZILLOW GROUP INC | 17.6% | $52.3m |
| CART MAPLEBEAR INC | 3.5% | $10.5m |
| FIG FIGMA INC | 0.4% | $1.3m |
Sector mix
| Sector | Weight |
|---|---|
| Industrials | 49.2% |
| Technology | 28.6% |
| Consumer Cyclical | 11.5% |
| Communication Services | 8.9% |
| Financial Services | 1.8% |
Sectors cover positions whose ticker resolved to a sector; the remainder is unclassified, not cash.
Filing history
How concentrated is Scge Management, L.P.'s portfolio?
Across every quarter Scge Management, L.P. has filed, its median largest position is 32.6% of the book and its median top-ten weight is 83.2%, which WhaleCreep classifies as concentrated (the gate is a median largest position of 5%). Of 6.0 completed holding spells, the median lasted 1.0 quarters; 21.0 positions are still open and their final length is unknown.