Scge Management, L.P.
Net buyer this quarter
$5.9B
21
+$1.79B
87.1%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 SPCX | $2.9B | 49.20% | Not reported | New | Q2 2026 |
 NVDA | $475M | 8.06% | 0.01% | -21.7% | Q4 2017 |
 GOOGL | $398M | 6.75% | 0.01% | -30.5% | Q4 2025 |
 AMZN | $257M | 4.36% | 0.01% | -8.4% | Q2 2013 |
 MSFT | $236M | 4.01% | 0.01% | -17.0% | Q2 2016 |
 ASML | $212M | 3.60% | 0.03% | -22.2% | Q3 2025 |
 AVGO | $184M | 3.12% | 0.01% | -38.6% | Q4 2024 |
 SNDK | $172M | 2.92% | 0.05% | +20.5% | Q1 2026 |
 SE | $170M | 2.88% | 1.01% | Not reported | Q1 2020 |
 TSLA | $130M | 2.20% | 0.01% | -16.9% | Q1 2023 |
 META | $125M | 2.13% | Not reported | -13.3% | Q4 2013 |
 NOW | $113M | 1.91% | 0.11% | Not reported | Q3 2014 |
 KLAR | $107M | 1.81% | 1.40% | Not reported | Q3 2025 |
 TTAN | $86.9M | 1.47% | 3.47% | Not reported | Q4 2024 |
 DASH | $82.6M | 1.40% | Not reported | -71.9% | Q4 2020 |
 AMD | $64.8M | 1.10% | 0.01% | Not reported | Q2 2023 |
 SNOW | $51.2M | 0.87% | 0.06% | -62.4% | Q3 2020 |
 CIEN | $43.7M | 0.74% | 0.06% | New | Q2 2026 |
 CPNG | $36.3M | 0.62% | Not reported | Not reported | Q1 2021 |
 MPWR | $25.3M | 0.43% | 0.04% | New | Q2 2026 |
 NET | $24.7M | 0.42% | Not reported | New | Q2 2026 |
| Q1 2026 | |||||
| NVDA | $529M | 16.03% | 0.01% | -8.8% | Q4 2017 |
| GOOGL | $461M | 13.97% | 0.01% | Not reported | Q4 2025 |
| MSFT | $282M | 8.56% | 0.01% | -10.5% | Q2 2016 |
| AMZN | $245M | 7.44% | 0.01% | -8.7% | Q2 2013 |
| AVGO | $245M | 7.44% | 0.02% | +9.2% | Q4 2024 |
| DASH | $239M | 7.25% | Not reported | Not reported | Q4 2020 |
| ASML | $181M | 5.49% | 0.04% | -39.8% | Q3 2025 |
| SE | $147M | 4.45% | 1.01% | Not reported | Q1 2020 |
| META | $147M | 4.45% | Not reported | -25.8% | Q4 2013 |
| TSLA | $138M | 4.19% | 0.01% | -8.7% | Q1 2023 |
| NOW | $119M | 3.60% | 0.11% | Not reported | Q3 2014 |
 NTSK | $93M | 2.82% | Not reported | Not reported | Q3 2025 |
| SNOW | $80.7M | 2.45% | 0.15% | -32.9% | Q3 2020 |
 CHYM | $78.3M | 2.37% | 6.25% | -5.4% | Q2 2025 |
| TTAN | $78M | 2.36% | 3.47% | Not reported | Q4 2024 |
| KLAR | $68.9M | 2.09% | 1.40% | Not reported | Q3 2025 |
 CRDO | $62.3M | 1.89% | 0.36% | +16.5% | Q4 2025 |
 Z | $52.3M | 1.59% | Not reported | -36.7% | Q4 2014 |
| SNDK | $40M | 1.21% | 0.04% | New | Q1 2026 |
 CART | $10.5M | 0.32% | 0.12% | Not reported | Q3 2023 |
 FIG | $1.27M | 0.04% | Not reported | Not reported | Q3 2025 |
| Q4 2025 | |||||
| NVDA | $620M | 14.13% | 0.01% | +45.8% | Q4 2017 |
| GOOGL | $502M | 11.43% | 0.01% | New | Q4 2025 |
| MSFT | $412M | 9.39% | 0.01% | +39.4% | Q2 2016 |
| DASH | $361M | 8.22% | Not reported | +32.4% | Q4 2020 |
| AMZN | $298M | 6.79% | 0.01% | -2.5% | Q2 2013 |
| AVGO | $251M | 5.72% | 0.02% | -23.6% | Q4 2024 |
| ASML | $244M | 5.56% | 0.06% | +76.7% | Q3 2025 |
| META | $228M | 5.20% | Not reported | -64.3% | Q4 2013 |
| SE | $226M | 5.16% | 1.01% | +4.2% | Q1 2020 |
| TSLA | $183M | 4.17% | 0.01% | Not reported | Q1 2023 |
| SNOW | $175M | 3.98% | 0.23% | -10.8% | Q3 2020 |
| NOW | $174M | 3.96% | 0.11% | Not reported | Q3 2014 |
| KLAR | $152M | 3.47% | 1.40% | Not reported | Q3 2025 |
| Z | $136M | 3.10% | Not reported | +14.9% | Q4 2014 |
| TTAN | $131M | 2.98% | 3.47% | Not reported | Q4 2024 |
| CHYM | $111M | 2.53% | 6.60% | Not reported | Q2 2025 |
 CVNA | $87.8M | 2.00% | Not reported | +37.8% | Q3 2021 |
| CRDO | $82M | 1.87% | 0.32% | New | Q4 2025 |
| CART | $12.6M | 0.29% | 0.12% | Not reported | Q3 2023 |
| FIG | $2.24M | 0.05% | Not reported | Not reported | Q3 2025 |
| Q3 2025 | |||||
| META | $711M | 13.88% | Not reported | Not reported | Q4 2013 |
| NVDA | $426M | 8.31% | 0.01% | +5.7% | Q4 2017 |
 PANW | $384M | 7.49% | 0.28% | Not reported | Q2 2013 |
| DASH | $327M | 6.39% | Not reported | +11.0% | Q4 2020 |
| MSFT | $316M | 6.18% | 0.01% | +33.1% | Q2 2016 |
| AVGO | $314M | 6.12% | 0.02% | -25.5% | Q4 2024 |
 ORCL | $312M | 6.10% | 0.04% | -16.6% | Q2 2025 |
| SE | $305M | 5.95% | 0.96% | -2.9% | Q1 2020 |
| AMZN | $291M | 5.68% | 0.01% | +15.8% | Q2 2013 |
 SPOT | $259M | 5.06% | 0.18% | +14.0% | Q2 2025 |
| NOW | $209M | 4.08% | 0.11% | -7.0% | Q3 2014 |
| SNOW | $201M | 3.93% | 0.26% | +42.2% | Q3 2020 |
| KLAR | $193M | 3.77% | Not reported | New | Q3 2025 |
 CDNS | $190M | 3.71% | 0.20% | -11.2% | Q1 2023 |
| Z | $134M | 2.62% | Not reported | Not reported | Q4 2014 |
 TSM | $127M | 2.47% | 0.00% | -18.5% | Q2 2023 |
| ASML | $125M | 2.44% | 0.03% | New | Q3 2025 |
| TTAN | $124M | 2.42% | 3.47% | Not reported | Q4 2024 |
| CHYM | $89.2M | 1.74% | 6.60% | Not reported | Q2 2025 |
| CVNA | $57M | 1.11% | Not reported | Not reported | Q3 2021 |
| CART | $10.3M | 0.20% | 0.11% | Not reported | Q3 2023 |
| NTSK | $9.09M | 0.18% | Not reported | New | Q3 2025 |
 BLSH | $6.36M | 0.12% | Not reported | New | Q3 2025 |
| FIG | $3.11M | 0.06% | Not reported | New | Q3 2025 |