Scge Management, L.P.
In its 13F for Q2 2026 (holdings as of June 30, 2026, filed August 14, 2026), Scge Management, L.P. reported 21 stock positions worth $5.9 billion. Its top holding was Space Exploration Techn Class A (SPCX) at 49.2% of the portfolio, followed by Nvidia (NVDA, 8.1%) and Alphabet Class A (GOOGL, 6.8%). Compared with Q1 2026, it opened 6 new positions, sold out of 6, added to 1 and reduced 10. The biggest buy was a new position in Space Exploration Techn Class A (SPCX) and the biggest sale Nvidia (NVDA, shares −22%).
- Most Recent 13F
- Q2 2026
- Location
- MENLO PARK, CA
- CIK
- 0001537530
- Portfolio Value
- $5.9B (Q2 2026)
- SEC Filing
- 0000905148-26-003747 ↗ filed Aug 14, 2026
Holdings Value
Holdings 21 stocks · $5.9B
| SPCX Space Exploration Techn Class A | 49.20% | 16,981,350 | $2.9B | New |
| NVDA Nvidia Corp. | 8.06% | 2,374,600 | $475.1M | Reduce -21.7% |
| GOOGL Alphabet Inc. Class A | 6.75% | 1,114,200 | $398.2M | Reduce -30.5% |
| AMZN Amazon.com Inc. | 4.36% | 1,079,500 | $257.3M | Reduce -8.4% |
| MSFT Microsoft Corp. | 4.01% | 633,300 | $236.2M | Reduce -17.0% |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 3.60% | 106,700 | $212.3M | Reduce -22.2% |
| AVGO Broadcom Inc. | 3.12% | 486,400 | $183.7M | Reduce -38.6% |
| SNDK Sandisk Corp. | 2.92% | 75,800 | $172.3M | Add +20.5% |
| SE Sea Ltd.-ADR | 2.88% | 1,775,000 | $170.1M | No change |
| TSLA Tesla Inc. | 2.20% | 308,800 | $129.9M | Reduce -16.9% |
| META Meta Platforms Inc. Class A | 2.13% | 222,600 | $125.4M | Reduce -13.3% |
| NOW ServiceNow Inc. | 1.91% | 1,135,000 | $112.7M | No change |
| KLAR Klarna Group PLC | 1.81% | 5,266,524 | $106.6M | No change |
| TTAN Servicetitan Inc. Class A | 1.47% | 1,229,285 | $86.9M | No change |
| DASH DoorDash Inc. Class A | 1.40% | 447,626 | $82.6M | Reduce -71.9% |
| AMD Advanced Micro Devices | 1.10% | 111,500 | $64.8M | New |
| SNOW Snowflake Inc. | 0.87% | 201,200 | $51.2M | Reduce -62.4% |
| CIEN Ciena Corp. | 0.74% | 89,000 | $43.7M | New |
| CPNG Coupang Inc. | 0.62% | 2,088,200 | $36.3M | New |
| MPWR Monolithic Power Systems Inc. | 0.43% | 18,300 | $25.3M | New |
| NET Cloudflare Inc. Class A | 0.42% | 100,800 | $24.7M | New |
Portfolio Sells Q1 2026 → Q2 2026
| NVDA Nvidia Corp. | Reduce -21.7% | 8.06% | −7.98 |
| GOOGL Alphabet Inc. Class A | Reduce -30.5% | 6.75% | −7.22 |
| DASH DoorDash Inc. Class A | Reduce -71.9% | 1.40% | −5.85 |
| MSFT Microsoft Corp. | Reduce -17.0% | 4.01% | −4.55 |
| AVGO Broadcom Inc. | Reduce -38.6% | 3.12% | −4.32 |
| AMZN Amazon.com Inc. | Reduce -8.4% | 4.36% | −3.08 |
| NTSK Netskope Inc. Class A | Sold out | 0.00% | −2.82 |
| CHYM Chime Financial Inc. Class A | Sold out | 0.00% | −2.37 |
| META Meta Platforms Inc. Class A | Reduce -13.3% | 2.13% | −2.33 |
| TSLA Tesla Inc. | Reduce -16.9% | 2.20% | −1.98 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -22.2% | 3.60% | −1.89 |
| CRDO Credo Technology Group Holdi | Sold out | 0.00% | −1.89 |
| Z Zillow Group Inc. Class C | Sold out | 0.00% | −1.59 |
| SNOW Snowflake Inc. | Reduce -62.4% | 0.87% | −1.58 |
| CART Maplebear Inc. | Sold out | 0.00% | −0.32 |
| FIG Figma Inc. Class A | Sold out | 0.00% | −0.04 |
Portfolio Buys Q1 2026 → Q2 2026
| SPCX Space Exploration Techn Class A | New | 49.20% | +49.20 |
| SNDK Sandisk Corp. | Add +20.5% | 2.92% | +1.71 |
| AMD Advanced Micro Devices | New | 1.10% | +1.10 |
| CIEN Ciena Corp. | New | 0.74% | +0.74 |
| CPNG Coupang Inc. | New | 0.62% | +0.62 |
| MPWR Monolithic Power Systems Inc. | New | 0.43% | +0.43 |
| NET Cloudflare Inc. Class A | New | 0.42% | +0.42 |
All Filings
| Quarter | Positions | 13F Reported Value | Top Holdings |
|---|---|---|---|
| Q2 2026 | 21 | $5.9B | SPCX, NVDA, GOOGL, AMZN, MSFT |
| Q1 2026 | 21 | $3.3B | NVDA, GOOGL, MSFT, AMZN, AVGO |
| Q4 2025 | 20 | $4.4B | NVDA, GOOGL, MSFT, DASH, AMZN |
| Q3 2025Amended | 24 | $5.1B | META, NVDA, PANW, DASH, MSFT |
| Q2 2025 | 20 | $4.8B | META, PANW, AVGO, NVDA, ORCL |
| Q1 2025 | 15 | $3.5B | META, NOW, SHOP, PANW, AMZN |
| Q4 2024 | 23 | $5.4B | NOW, META, AMZN, NVDA, SHOP |
| Q3 2024 | 15 | $4.6B | NOW, META, MSFT, NU, AMZN |
| Q2 2024 | 19 | $5.1B | NOW, META, MSFT, NVDA, NU |
| Q1 2024 | 19 | $5.3B | NOW, META, MSFT, NVDA, SHOP |