Scge Management, L.P.
22 holdingsFiling period: 2026-06-30Current AUM: $8.11Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | SPCX | Space Exploration Techn Corp | 16.98M | $2.90B | $2.52B | 31.11% | -- | 2026-06-30 |
| 2 | SPCX | Space Exploration Techn Corp | 16.98M | $2.90B | $2.52B | 31.11% | -- | 2026-06-30 |
| 3 | NVDA | NVIDIA Corporation | 2.37M | $475.1M | $517.5M | 6.38% | -659,100 | 2026-06-30 |
| 4 | GOOGL | Alphabet Inc | 1.11M | $398.2M | $357.2M | 4.40% | -488,800 | 2026-06-30 |
| 5 | AMZN | Amazon.com Inc | 1.08M | $257.3M | $273.2M | 3.37% | -99,100 | 2026-06-30 |
| 6 | MSFT | Microsoft Corp | 633.3K | $236.2M | $336.5M | 4.15% | -129,600 | 2026-06-30 |
| 7 | — | Asml Hldg NV | 106.7K | $212.3M | $212.3M | 2.62% | -30,500 | 2026-06-30 |
| 8 | AVGO | Broadcom Inc | 486.4K | $183.7M | $166.5M | 2.05% | -306,300 | 2026-06-30 |
| 9 | SNDK | Sandisk Corp | 75.8K | $172.3M | $98.9M | 1.22% | +12.9K | 2026-06-30 |
| 10 | SE | Sea Ltd | 1.77M | $170.1M | $132.6M | 1.64% | -- | 2026-06-30 |
| 11 | TSLA | Tesla Inc | 308.8K | $129.9M | $125.8M | 1.55% | -62,800 | 2026-06-30 |
| 12 | META | Meta Platforms Inc | 222.6K | $125.4M | $138.1M | 1.70% | -34,200 | 2026-06-30 |
| 13 | NOW | Servicenow Inc | 1.14M | $112.7M | $175.7M | 2.17% | -- | 2026-06-30 |
| 14 | — | Klarna Group PLC | 5.27M | $106.6M | $106.6M | 1.31% | -- | 2026-06-30 |
| 15 | TTAN | Servicetitan Inc | 1.23M | $86.9M | $100.3M | 1.24% | -- | 2026-06-30 |
| 16 | DASH | Doordash Inc | 447.6K | $82.6M | $76.3M | 0.94% | -1,146,374 | 2026-06-30 |
| 17 | AMD | Advanced Micro Devices Inc | 111.5K | $64.8M | $62.5M | 0.77% | -- | 2026-06-30 |
| 18 | SNOW | Snowflake Inc | 201.2K | $51.2M | $67.9M | 0.84% | -333,800 | 2026-06-30 |
| 19 | CIEN | Ciena Corp | 89.0K | $43.7M | $31.3M | 0.39% | -- | 2026-06-30 |
| 20 | CPNG | Coupang Inc | 2.09M | $36.3M | $29.0M | 0.36% | -- | 2026-06-30 |
| 21 | MPWR | Monolithic Pwr Sys Inc | 18.3K | $25.3M | $22.2M | 0.27% | -- | 2026-06-30 |
| 22 | NET | Cloudflare Inc | 100.8K | $24.7M | $33.0M | 0.41% | -- | 2026-06-30 |
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