Scge Management, L.P.
MENLO PARK, CA
$5.9bn in 21 US stocks at the end of 30 June 2026. The top 10 are 87.1% of the money. It changed about 54.2% of the portfolio this quarter.
Value
$5.9bn
Stocks
21
Top 10 share
87.1%
Turnover
54.2%
What changed this quarter
New
Bought for the first time this quarter.
- Space Exploration TechnologiesSPCX49.2% of the fund
- Advanced Micro DevicesAMD1.1% of the fund
- CienaCIEN0.7% of the fund
- CoupangCPNG0.6% of the fund
- Monolithic Power SystemsMPWR0.4% of the fund
- CloudflareNET0.4% of the fund
Added
Bought more of a stock they already held.
- SandiskSNDK2.9% of the fund+21%
Cut
Sold some of their stake.
- NvidiaNVDA8.1% of the fund-22%
- AlphabetGOOGL6.8% of the fund-30%
- Amazon.comAMZN4.4% of the fund-8%
- MicrosoftMSFT4.0% of the fund-17%
- ASML Holding NVASML3.6% of the fund-22%
- BroadcomAVGO3.1% of the fund-39%
- TeslaTSLA2.2% of the fund-17%
- Meta PlatformsMETA2.1% of the fund-13%
- DoorDashDASH1.4% of the fund-72%
- SnowflakeSNOW0.9% of the fund-62%
Sold out
Sold their entire stake.
- NetskopeNTSK-100%
- Chime FinancialCHYM-100%
- Credo Technology Group HoldingCRDO-100%
- Zillow GroupZ-100%
- MaplebearCART-100%
- FigmaFIG-100%
Holdings
- Space Exploration TechnologiesSPCX
- Share
- 49.2%
- Value
- $2.9bn
- Shares
- 16,981,350
New
- SeaSE
- Share
- 2.9%
- Value
- $170m
- Shares
- 1,775,000
Held
| Company | Share of fund | Value | Shares | Change |
|---|---|---|---|---|
| Space Exploration TechnologiesSPCX | 49.2% | $2.9bn | 16,981,350 | New |
| NvidiaNVDA | 8.1% | $475m | 2,374,600 | -22% |
| AlphabetGOOGL | 6.8% | $398m | 1,114,200 | -30% |
| Amazon.comAMZN | 4.4% | $257m | 1,079,500 | -8% |
| MicrosoftMSFT | 4.0% | $236m | 633,300 | -17% |
| ASML Holding NVASML | 3.6% | $212m | 106,700 | -22% |
| BroadcomAVGO | 3.1% | $184m | 486,400 | -39% |
| SandiskSNDK | 2.9% | $172m | 75,800 | +21% |
| SeaSE | 2.9% | $170m | 1,775,000 | Held |
| TeslaTSLA | 2.2% | $130m | 308,800 | -17% |
| Meta PlatformsMETA | 2.1% | $125m | 222,600 | -13% |
| ServiceNowNOW | 1.9% | $113m | 1,135,000 | Held |
| Klarna GroupKLAR | 1.8% | $107m | 5,266,524 | Held |
| ServiceTitanTTAN | 1.5% | $87m | 1,229,285 | Held |
| DoorDashDASH | 1.4% | $83m | 447,626 | -72% |
| Advanced Micro DevicesAMD | 1.1% | $65m | 111,500 | New |
| SnowflakeSNOW | 0.9% | $51m | 201,200 | -62% |
| CienaCIEN | 0.7% | $44m | 89,000 | New |
| CoupangCPNG | 0.6% | $36m | 2,088,200 | New |
| Monolithic Power SystemsMPWR | 0.4% | $25m | 18,300 | New |
| CloudflareNET | 0.4% | $25m | 100,800 | New |
Over time and by industry
Value over time
Jun '25
Dec '25
Jun '26
Value is up 23.7% since 30 June 2025.
Where the money is
Technology74.2%
Media & telecom8.9%
Retail & consumer8.6%
Industrials3.6%
Financial services1.8%
Other2.9%
From the fund's 13F filings. They list US stocks and options only, 45 days after each quarter, and leave out cash, bonds, shorts and foreign shares.