Scge Management, L.P.
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 15, 2026), Scge Management, L.P. reported 21 stock positions worth $3.3 billion. Its top holding was Nvidia (NVDA) at 16.0% of the portfolio, followed by Alphabet Class A (GOOGL, 14.0%) and Microsoft (MSFT, 8.6%). Compared with Q4 2025, it opened 2 new positions, sold out of 1, added to 2 and reduced 9. The biggest buy was a new position in Netskope Class A (NTSK) and the biggest sale an exit from Carvana (CVNA).
- Most Recent 13F
- Q2 2026
- Location
- MENLO PARK, CA
- CIK
- 0001537530
- Portfolio Value
- $3.3B (Q1 2026)
- SEC Filing
- 0000905148-26-002396 ↗ filed May 15, 2026
Holdings Value
Holdings 21 stocks · $3.3B
| NVDA Nvidia Corp. | 16.03% | 3,033,700 | $529.1M | Reduce -8.8% |
| GOOGL Alphabet Inc. Class A | 13.97% | 1,603,000 | $461.0M | No change |
| MSFT Microsoft Corp. | 8.56% | 762,900 | $282.4M | Reduce -10.5% |
| AMZN Amazon.com Inc. | 7.44% | 1,178,600 | $245.5M | Reduce -8.7% |
| AVGO Broadcom Inc. | 7.44% | 792,700 | $245.3M | Add +9.2% |
| DASH DoorDash Inc. Class A | 7.25% | 1,594,000 | $239.3M | No change |
| ASML ASML Holding NV-NY Reg SHS filed as ASML HLDG NV | 5.49% | 137,200 | $181.2M | Reduce -39.8% |
| SE Sea Ltd.-ADR | 4.45% | 1,775,000 | $147.0M | No change |
| META Meta Platforms Inc. Class A | 4.45% | 256,800 | $146.9M | Reduce -25.8% |
| TSLA Tesla Inc. | 4.19% | 371,600 | $138.1M | Reduce -8.7% |
| NOW ServiceNow Inc. | 3.60% | 1,135,000 | $118.7M | No change |
| NTSK Netskope Inc. Class A | 2.82% | 10,950,921 | $93.0M | New |
| SNOW Snowflake Inc. | 2.45% | 535,000 | $80.7M | Reduce -32.9% |
| CHYM Chime Financial Inc. Class A | 2.37% | 4,181,827 | $78.3M | Reduce -5.4% |
| TTAN Servicetitan Inc. Class A | 2.36% | 1,229,285 | $78.0M | No change |
| KLAR Klarna Group PLC | 2.09% | 5,266,524 | $68.9M | No change |
| CRDO Credo Technology Group Holdi | 1.89% | 664,100 | $62.3M | Add +16.5% |
| Z Zillow Group Inc. Class C | 1.59% | 1,264,900 | $52.3M | Reduce -36.7% |
| SNDK Sandisk Corp. | 1.21% | 62,900 | $40.0M | New |
| CART Maplebear Inc. | 0.32% | 280,037 | $10.5M | No change |
| FIG Figma Inc. Class A | 0.04% | 60,000 | $1.3M | No change |
Portfolio Sells Q4 2025 → Q1 2026
| CVNA Carvana Co. | Sold out | 0.00% | −2.00 |
| SNOW Snowflake Inc. | Reduce -32.9% | 2.45% | −1.54 |
| Z Zillow Group Inc. Class C | Reduce -36.7% | 1.59% | −1.52 |
| MSFT Microsoft Corp. | Reduce -10.5% | 8.56% | −0.83 |
| META Meta Platforms Inc. Class A | Reduce -25.8% | 4.45% | −0.75 |
| CHYM Chime Financial Inc. Class A | Reduce -5.4% | 2.37% | −0.16 |
| ASML ASML Holding NV-NY Reg SHS | Reduce -39.8% | 5.49% | −0.06 |
| TSLA Tesla Inc. | Reduce -8.7% | 4.19% | +0.02 |
| AMZN Amazon.com Inc. | Reduce -8.7% | 7.44% | +0.65 |
| NVDA Nvidia Corp. | Reduce -8.8% | 16.03% | +1.91 |
Portfolio Buys Q4 2025 → Q1 2026
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 |