Q2 2026 13F · SEC CIK 1537530
Scge Management, L.P.
Hedge fundFiled 2026-08-14 for Q2 2026. Open the filing ↗ · All SEC filings ↗
- Reported 13F value
- $5.9B
- Reported positions
- 21
- Top holdings a year, 3 yrs
- +25.0%
- Assets under management
- $10.4B
Scge Management, L.P. is a hedge fund that reported 21 positions worth $5.9B in its Q2 2026 13F, filed 2026-08-14. Its largest holdings were Space Exploration Techn Corp (SPCX, 49.2%), Nvidia Corporation (NVDA, 8.1%), Alphabet Inc (GOOGL, 6.8%). A portfolio copying its top holdings returned 25.0% a year over the last 3 years, against 20.4% for the S&P 500.
Scge Management, L.P. holdings all 21 positions.
Weights are shares of the filer's total reported 13F value, compared with Q1 2026. Share changes may reflect splits; weight changes also reflect price moves. A 13F shows long US-listed positions only, up to 135 days after the fact.
| Stock | % of 13F value | Share change | Reported value |
|---|---|---|---|
| SPCXSpace Exploration Techn Corp | 49.2% | — | $2.9B |
| NVDANvidia Corporation | 8.1% | -21.7% | $475.1M |
| GOOGLAlphabet Inc | 6.8% | -30.5% | $398.2M |
| AMZNAmazon Com Inc | 4.4% | -8.4% | $257.3M |
| MSFTMicrosoft Corp | 4.0% | -17.0% | $236.2M |
| ASMLAsml Hldg NV | 3.6% | -22.2% | $212.3M |
| AVGOBroadcom Inc | 3.1% | -38.6% | $183.7M |
| SNDKSandisk Corp | 2.9% | +20.5% | $172.3M |
| SESea Ltd | 2.9% | +0.0% | $170.1M |
| TSLATesla Inc | 2.2% | -16.9% | $129.9M |
| METAMeta Platforms Inc | 2.1% | -13.3% | $125.4M |
| NOWServicenow Inc | 1.9% | +0.0% | $112.7M |
| KLARKlarna Group PLC | 1.8% | +0.0% | $106.6M |
| TTANServicetitan Inc | 1.5% | +0.0% | $86.9M |
| DASHDoordash Inc | 1.4% | -71.9% | $82.6M |
| AMDAdvanced Micro Devices Inc | 1.1% | — | $64.8M |
| SNOWSnowflake Inc | 0.9% | -62.4% | $51.2M |
| CIENCiena Corp | 0.7% | — | $43.7M |
| CPNGCoupang Inc | 0.6% | — | $36.3M |
| MPWRMonolithic Pwr Sys Inc | 0.4% | — | $25.3M |
| NETCloudflare Inc | 0.4% | — | $24.7M |
What Scge Management, L.P. bought and sold in Q2 2026, against Q1 2026.
New positions
- SPCX Space Exploration Techn Corp49.2% of 13F
- AMD Advanced Micro Devices Inc1.1% of 13F
- CIEN Ciena Corp0.7% of 13F
- CPNG Coupang Inc0.6% of 13F
- MPWR Monolithic Pwr Sys Inc0.4% of 13F
- NET Cloudflare Inc0.4% of 13F
Added to
- SNDK Sandisk Corp+20.5% shares
Reduced
- DASH Doordash Inc-71.9% shares
- SNOW Snowflake Inc-62.4% shares
- AVGO Broadcom Inc-38.6% shares
- GOOGL Alphabet Inc-30.5% shares
- ASML Asml Hldg NV-22.2% shares
- NVDA Nvidia Corporation-21.7% shares
- MSFT Microsoft Corp-17.0% shares
- TSLA Tesla Inc-16.9% shares
Sold out
- NTSK Netskope Inc - Class Awas 2.8%
- CHYM Chime Financial Incwas 2.4%
- CRDO Credo Technology Group Holdiwas 1.9%
- Z Zillow Group Incwas 1.6%
- CART Maplebear Incwas 0.3%
- FIG Figma Incwas 0.0%
Share counts compared with the Q1 2026 13F; a split also changes share counts.
How the holdings did against the S&P 500.
- 1 year
- -1.5% /yr
- S&P 500 +20.1%
- 3 years
- +25.0% /yr
- S&P 500 +20.4%
- 5 years
- -1.4% /yr
- S&P 500 +11.6%
A portfolio of the filer's 20 largest 13F positions, weighted by value, bought the trading day after each 13F was filed and held until the next one was: what copying this filer could have earned. 13Fs show long US-listed positions only, so this is an estimate of the stock picks, not the fund's reported returns.
Reported 13F value by quarter.
| Quarter | 13F value | Positions |
|---|---|---|
| Q2 2026 | $5.9B | 21 |
| Q1 2026 | $3.3B | 21 |
| Q4 2025 | $4.4B | 20 |
| Q3 2025 | $5.1B | 24 |
| Q2 2025 | $4.8B | 20 |
| Q1 2025 | $3.5B | 15 |
| Q4 2024 | $5.4B | 23 |
| Q3 2024 | $4.6B | 15 |
| Q2 2024 | $5.1B | 19 |
| Q1 2024 | $5.3B | 19 |
| Q4 2023 | $4.5B | 21 |
| Q3 2023 | $3.8B | 26 |
Questions about Scge Management, L.P.'s portfolio
What stocks does Scge Management, L.P. own?
Scge Management, L.P.'s latest 13F, for Q2 2026 and filed Aug 14, 2026, lists 21 positions worth $5.9B. The largest are Space Exploration Techn Corp (SPCX) at 49.2%, Nvidia Corporation (NVDA) at 8.1%, Alphabet Inc (GOOGL) at 6.8%, Amazon Com Inc (AMZN) at 4.4% and Microsoft Corp (MSFT) at 4.0%.
What did Scge Management, L.P. buy last quarter?
In Q2 2026, Scge Management, L.P. added a new position in Space Exploration Techn Corp (SPCX), a new position in Advanced Micro Devices Inc (AMD), a new position in Ciena Corp (CIEN), a new position in Coupang Inc (CPNG), a new position in Monolithic Pwr Sys Inc (MPWR) and Sandisk Corp (SNDK) (+20.5% shares), compared with its Q1 2026 filing.
What did Scge Management, L.P. sell last quarter?
In Q2 2026, Scge Management, L.P. sold all of Netskope Inc - Class A (NTSK), sold all of Chime Financial Inc (CHYM), sold all of Credo Technology Group Holdi (CRDO), sold all of Zillow Group Inc (Z), sold all of Maplebear Inc (CART), Doordash Inc (DASH) (-71.9% shares), Snowflake Inc (SNOW) (-62.4% shares) and Broadcom Inc (AVGO) (-38.6% shares), compared with its Q1 2026 filing.
How has Scge Management, L.P.'s portfolio performed?
A portfolio copying Scge Management, L.P.'s 20 largest 13F holdings each quarter, from the day each filing was public, returned +25.0% a year over the last 3 years, against +20.4% for the S&P 500. Over 1 year: -1.5% against +20.1%. Over 5 years: -1.4% a year against +11.6%.
When is Scge Management, L.P.'s next 13F filing due?
13F filings are due 45 days after each quarter ends. Scge Management, L.P.'s filing for the quarter ending Sep 30, 2026 is due by Nov 14, 2026; this page updates the day after it is published.
How much money does Scge Management, L.P. manage?
Scge Management, L.P. reported $10.4B of regulatory assets under management on its latest SEC Form ADV. Its 13F, which covers only US-listed stocks and options, totals $5.9B.