Scge Management, L.P. 13F holdings, Q1 2026
Holdings as of March 31, 2026 · filings on SEC EDGAR · latest filing →
Scge Management, L.P. disclosed 21 US equity positions worth $3.3bn in its Q1 2026 13F filing. The largest position was NVDA at 16.0% of the reported book, followed by GOOGL and MSFT.
What did Scge Management, L.P. own in Q1 2026? Top 21 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs prior |
|---|---|---|---|---|---|---|---|
| 1 | NVDA NVIDIA CORPORATION | Technology | 16.0% | $529.1m | 3,033,700 | – | |
| 2 | GOOGL ALPHABET INC | Communication Services | 14.0% | $461.0m | 1,603,000 | – | |
| 3 | MSFT MICROSOFT CORP | Technology | 8.6% | $282.4m | 762,900 | – | |
| 4 | AMZN AMAZON COM INC | Consumer Cyclical | 7.4% | $245.5m | 1,178,600 | – | |
| 5 | AVGO BROADCOM INC | Technology | 7.4% | $245.3m | 792,700 | – | |
| 6 | DASH DOORDASH INC | Consumer Cyclical | 7.3% | $239.3m | 1,594,000 | – | |
| 7 | ASML ASML HLDG NV | Technology | 5.5% | $181.2m | 137,200 | – | |
| 8 | SE SEA LTD | Consumer Cyclical | 4.5% | $147.0m | 1,775,000 | – | |
| 9 | META META PLATFORMS INC | Communication Services | 4.5% | $146.9m | 256,800 | – | |
| 10 | TSLA TESLA INC | Consumer Cyclical | 4.2% | $138.1m | 371,600 | – | |
| 11 | NOW SERVICENOW INC | Technology | 3.6% | $118.7m | 1,135,000 | – | |
| 12 | NTSK NETSKOPE INC | Technology | 2.8% | $93.0m | 10,950,921 | – | |
| 13 | SNOW SNOWFLAKE INC | Technology | 2.4% | $80.7m | 535,000 | – | |
| 14 | CHYM CHIME FINL INC | Technology | 2.4% | $78.3m | 4,181,827 | – | |
| 15 | TTAN SERVICETITAN INC | Technology | 2.4% | $78.0m | 1,229,285 | – | |
| 16 | KLAR KLARNA GROUP PLC | Financial Services | 2.1% | $68.9m | 5,266,524 | – | |
| 17 | CRDO CREDO TECHNOLOGY GROUP HOLDI | Technology | 1.9% | $62.3m | 664,100 | – | |
| 18 | Z ZILLOW GROUP INC | Communication Services | 1.6% | $52.3m | 1,264,900 | – | |
| 19 | SNDK SANDISK CORP | Technology | 1.2% | $40.0m | 62,900 | – | |
| 20 | CART MAPLEBEAR INC | Consumer Cyclical | 0.3% | $10.5m | 280,037 | – | |
| 21 | FIG FIGMA INC | Technology | 0.0% | $1.3m | 60,000 | – |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.