Scge Management, L.P. reported 21 holdings worth US$5.9B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Scge Management, L.P. reported 21 holdings worth US$5.9B as of Jun 30, 2026. Largest: Space Exploration Technologies Corp, Nvidia Corporation and Alphabet Inc (google) Class C. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 21
- Value as reported
- US$5.9B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|---|---|---|
| Space Exploration Technologies Corp | 17M | US$2.9B | 49.2% |
| Nvidia Corporation | 2.37M | US$475M | 8.1% |
| Alphabet Inc (google) Class C | 1.11M | US$398M | 6.8% |
| Amazon.com, Inc. | 1.08M | US$257M | 4.4% |
| Microsoft Corp. | 633K | US$236M | 4.0% |
| Asml Holding Nv | 107K | US$212M | 3.6% |
| Broadcom Inc. | 486K | US$184M | 3.1% |
| Sandisk Corporation | 75,800 | US$172M | 2.9% |
| Tesla, Inc. | 309K | US$130M | 2.2% |
| Meta Platforms, Inc. | 223K | US$125M | 2.1% |
| Servicenow, Inc. | 1.14M | US$113M | 1.9% |
| Servicetitan, Inc. | 1.23M | US$86.9M | 1.5% |
| Doordash, Inc. | 448K | US$82.6M | 1.4% |
| Advanced Micro Devices Inc | 112K | US$64.8M | 1.1% |
| Snowflake Inc. | 201K | US$51.2M | 0.87% |
| Ciena Corporation | 89,000 | US$43.7M | 0.74% |
| Coupang, Inc. | 2.09M | US$36.3M | 0.62% |
| Monolithic Power Systems, Inc. | 18,300 | US$25.3M | 0.43% |
| Cloudflare, Inc. | 101K | US$24.7M | 0.42% |
| Netskope, Inc. | 0 | US$0 | 0.00% |
| Zillow Group, Inc. | 0 | US$0 | 0.00% |
| Chime Financial, Inc. | 0 | US$0 | 0.00% |
| Credo Technology Group Holding Ltd | 0 | US$0 | 0.00% |
| Figma Inc | 0 | US$0 | 0.00% |
| Maplebear Inc. | 0 | US$0 | 0.00% |