Scge Management, L.P. reported 21 positions worth $5.90B for the quarter ended Jun 30, 2026, up 78.7% on the prior quarter. It opened 6 new positions, added to 1, trimmed 10 and exited 6. Its largest holding is Space Exploration Technologies Corp at 49.2% of the portfolio.
Reported 13F market value at each quarter end. A change mixes trading with price moves in the positions held.
Dollar value of shares bought and sold each quarter, at that quarter’s price. It counts trading only, not price changes.
How many positions were opened, added to, trimmed or closed each quarter.
Share of reported value in each sector at every quarter end.
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| SPCX Space Exploration Technologies Corp | +16.98M | – | $2.90B | 49.2% |
| AMD Advanced Micro Devices Inc | +111.5K | – | $64.77M | 1.1% |
| CIEN Ciena Corp | +89.0K | – | $43.66M | 0.74% |
| CPNG Coupang, Inc. | +2.09M | – | $36.27M | 0.615% |
| SNDK Sandisk Corp | +12.9K | +20.5% | $29.33M | 2.92% |
| MPWR Monolithic Power Systems, Inc. | +18.3K | – | $25.30M | 0.429% |
| NET Cloudflare, Inc. | +100.8K | – | $24.72M | 0.419% |
| Holding | Change | Change % | Trade Value | Weight |
|---|---|---|---|---|
| DASH DoorDash, Inc. | -1.15M | -71.9% | $211.54M | 1.4% |
| GOOGL Alphabet Inc. | -488.8K | -30.5% | $174.68M | 6.75% |
| NVDA Nvidia Corp | -659.1K | -21.7% | $131.88M | 8.06% |
| AVGO Broadcom Inc. | -306.3K | -38.6% | $115.70M | 3.12% |
| NTSK Netskope Inc | -10.95M | -100.0% | $92.97M | Exited |
| SNOW Snowflake Inc. | -333.8K | -62.4% | $84.95M | 0.868% |
| CHYM Chime Financial, Inc. | -4.18M | -100.0% | $78.33M | Exited |
| CRDO Credo Technology Group Holding Ltd | -664.1K | -100.0% | $62.34M | Exited |
| ASML Asml Holding Nv | -30.5K | -22.2% | $60.68M | 3.6% |
| Z Zillow Group, Inc. | -1.26M | -100.0% | $52.34M | Exited |
| Holding | Shares | Trade Value | Weight |
|---|---|---|---|
| SPCX Space Exploration Technologies Corp | +16.98M | $2.90B | 49.2% |
| AMD Advanced Micro Devices Inc | +111.5K | $64.77M | 1.1% |
| CIEN Ciena Corp | +89.0K | $43.66M | 0.74% |
| CPNG Coupang, Inc. | +2.09M | $36.27M | 0.615% |
| MPWR Monolithic Power Systems, Inc. | +18.3K | $25.30M | 0.429% |
| NET Cloudflare, Inc. | +100.8K | $24.72M | 0.419% |
| Holding | Shares Sold | Trade Value | Prior Weight |
|---|---|---|---|
| NTSK Netskope Inc | -10.95M | $92.97M | 2.82% |
| CHYM Chime Financial, Inc. | -4.18M | $78.33M | 2.37% |
| CRDO Credo Technology Group Holding Ltd | -664.1K | $62.34M | 1.89% |
| Z Zillow Group, Inc. | -1.26M | $52.34M | 1.59% |
| CART Maplebear Inc. | -280.0K | $10.49M | 0.318% |
| FIG Figma, Inc. | -60.0K | $1.27M | 0.038% |
| # | Activity | ||||||||
|---|---|---|---|---|---|---|---|---|---|
| 1 | SPCX Space Exploration Technologies Corp | Industrials | 16.98M | $2.90B | 49.2% | +16.98M | – | New | 0.13% |
| 2 | NVDA Nvidia Corp | Technology | 2.37M | $475.13M | 8.06% | -659.1K | -21.7% | Reduced | 0.01% |
| 3 | GOOGL Alphabet Inc. | Technology | 1.11M | $398.18M | 6.75% | -488.8K | -30.5% | Reduced | 0.02% |
| 4 | AMZN Amazon Com Inc | Consumer Discretionary | 1.08M | $257.29M | 4.36% | -99.1K | -8.4% | Reduced | 0.01% |
| 5 | MSFT Microsoft Corp | Technology | 633.3K | $236.23M | 4.01% | -129.6K | -17.0% | Reduced | 0.01% |
| 6 | ASML Asml Holding Nv | Technology | 106.7K | $212.27M | 3.6% | -30.5K | -22.2% | Reduced | 0.03% |
| 7 | AVGO Broadcom Inc. | Technology | 486.4K | $183.74M | 3.12% | -306.3K | -38.6% | Reduced | 0.01% |
| 8 | SNDK Sandisk Corp | Technology | 75.8K | $172.35M | 2.92% | +12.9K | +20.5% | Added | 0.05% |
| 9 | SE Sea Ltd | Technology | 1.78M | $170.10M | 2.88% | 0 | 0.0% | Unchanged | 0.3% |
| 10 | TSLA Tesla, Inc. | Consumer Discretionary | 308.8K | $129.88M | 2.2% | -62.8K | -16.9% | Reduced | 0.01% |
| 11 | META Meta Platforms, Inc. | Technology | 222.6K | $125.39M | 2.13% | -34.2K | -13.3% | Reduced | 0.01% |
| 12 | NOW ServiceNow, Inc. | Technology | 1.14M | $112.68M | 1.91% | 0 | 0.0% | Unchanged | 0.11% |
| 13 | KLAR Klarna Group plc | Financial Services | 5.27M | $106.59M | 1.81% | 0 | 0.0% | Unchanged | 1.42% |
| 14 | TTAN ServiceTitan, Inc. | Technology | 1.23M | $86.92M | 1.47% | 0 | 0.0% | Unchanged | 1.29% |
| 15 | DASH DoorDash, Inc. | Technology | 447.6K | $82.60M | 1.4% | -1.15M | -71.9% | Reduced | 0.1% |
Tip. Select a row to see that position’s full history at Scge Management.
As of its Q2 2026 13F filing, Scge Management, L.P.’s five largest positions were Space Exploration Technologies Corp (SPCX) at 49.2%, Nvidia Corp (NVDA) at 8.1%, Alphabet Inc. (GOOGL) at 6.8%, Amazon Com Inc (AMZN) at 4.4%, Microsoft Corp (MSFT) at 4.0% of the reported portfolio.
Scge Management, L.P. reported a 13F portfolio worth $5.90B across 21 positions for Q2 2026. That is up 78.7% from the previous quarter.
Its largest purchases by value were Space Exploration Technologies Corp ($2.90B), Advanced Micro Devices Inc ($64.77M), Ciena Corp ($43.66M). It opened 6 new positions.
Its largest sales by value were DoorDash, Inc. ($211.54M), Alphabet Inc. ($174.68M), Nvidia Corp ($131.88M). It exited 6 positions entirely.
From the Form 13F-HR reports Scge Management, L.P. files with the SEC each quarter, within 45 days of quarter end. A 13F lists long positions in US-listed equities and options; it excludes short positions, cash, bonds and most non-US holdings.
13F data reflects long positions in US-listed equities and options as reported to the SEC up to 45 days after quarter end. It excludes short positions, cash, bonds and most non-US securities, so it is not a complete picture of a manager’s assets.