Scge Management, L.P. 13F holdings, Q2 2026
Holdings as of June 30, 2026 · filings on SEC EDGAR · this is the latest filing on record
Scge Management, L.P. disclosed 21 US equity positions worth $5.9bn in its Q2 2026 13F filing. The largest position was SPCX at 49.2% of the reported book, followed by NVDA and GOOGL. Against the Q1 2026 filing, it opened 6 new positions, added to 1 and reduced 10 among the top 21 holdings.
What did Scge Management, L.P. own in Q2 2026? Top 21 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2026 |
|---|---|---|---|---|---|---|---|
| 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 |
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.