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SCGE MANAGEMENT, L.P.
hedge fundUpdated 27 days agoManaged by Scge Management, L.P. • Latest filing Q2 2026
Portfolio value
$5.9B
Q2 2026
Filings
14
Quarterly 13F history
Top-10 concentration
100.0%
Weight of largest holdings
Annualized return
-3.2%
Implied from 13F holdings
Portfolio value history
13F-disclosed portfolio value over 14 quarters
Show data table
| Period | Portfolio value |
|---|---|
| Q1 2023 | $3.6B |
| Q2 2023 | $4.2B |
| Q3 2023 | $3.8B |
| Q4 2023 | $4.5B |
| Q1 2024 | $5.3B |
| Q2 2024 | $5.1B |
| Q3 2024 | $4.6B |
| Q4 2024 | $5.4B |
| Q1 2025 | $3.5B |
| Q2 2025 | $4.8B |
| Q3 2025 | $5.4B |
| Q4 2025 | $4.4B |
| Q1 2026 | $3.3B |
| Q2 2026 | $5.9B |
Top holdings
21 positions as of Q2 2026
| # | Stock | Value | Shares | % Portfolio | Change |
|---|---|---|---|---|---|
| 1 | S SPCX SPACE EXPLORATION TECHN CORP | $2.9B | 16.98M | 49.20% | — |
| 2 | N NVDA NVIDIA CORPORATION | $475.1M | 2.37M | 8.06% | — |
| 3 | G GOOGN ALPHABET INC | $398.2M | 1.11M | 6.75% | — |
| 4 | A AMZN AMAZON COM INC | $257.3M | 1.08M | 4.36% | — |
| 5 | M MSFT MICROSOFT CORP | $236.2M | 633.3K | 4.01% | — |
| 6 | A ASMLF ASML HLDG NV | $212.3M | 106.7K | 3.60% | — |
| 7 | A AVGO BROADCOM INC | $183.7M | 486.4K | 3.12% | — |
| 8 | S SNDK SANDISK CORP | $172.3M | 75.8K | 2.92% | — |
| 9 | S SE SEA LTD | $170.1M | 1.77M | 2.88% | — |
| 10 | T TSLA TESLA INC | $129.9M | 308.8K | 2.20% | — |
| 11 | M META META PLATFORMS INC | $125.4M | 222.6K | 2.13% | — |
| 12 | N NOW SERVICENOW INC | $112.7M | 1.14M | 1.91% | — |
| 13 | K KLAR KLARNA GROUP PLC | $106.6M | 5.27M | 1.81% | — |
| 14 | T TTAN SERVICETITAN INC | $86.9M | 1.23M | 1.47% | — |
| 15 | D DASH DOORDASH INC | $82.6M | 447.6K | 1.40% | — |
| 16 | A AMD ADVANCED MICRO DEVICES INC | $64.8M | 111.5K | 1.10% | — |
| 17 | S SNOW SNOWFLAKE INC | $51.2M | 201.2K | 0.87% | — |
| 18 | C CIEN CIENA CORP | $43.7M | 89.0K | 0.74% | — |
| 19 | C CPNG COUPANG INC | $36.3M | 2.09M | 0.62% | — |
| 20 | M MPWR MONOLITHIC PWR SYS INC | $25.3M | 18.3K | 0.43% | — |