Scge Management
Latest statistics and disclosures from Scge Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SPCX, NVDA, GOOGL, AMZN, MSFT, and represent 72.38% of Scge Management's stock portfolio.
- Added to shares of these 7 stocks: SPCX (+$2.9B), AMD (+$65M), CIEN (+$44M), CPNG (+$36M), SNDK (+$29M), MPWR (+$25M), NET (+$25M).
- Started 6 new stock positions in SPCX, NET, MPWR, AMD, CPNG, CIEN.
- Reduced shares in these 10 stocks: DASH (-$212M), GOOGL (-$175M), NVDA (-$132M), AVGO (-$116M), NTSK (-$93M), SNOW (-$85M), CHYM (-$78M), CRDO (-$62M), ASML (-$61M), Z (-$52M).
- Sold out of its positions in CHYM, FIG, CART, NTSK, Z, CRDO.
- Scge Management was a net buyer of stock by $1.9B.
- Scge Management has $5.9B in assets under management (AUM), dropping by 78.70%.
- Central Index Key (CIK): 0001537530
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Portfolio Holdings for Scge Management
Scge Management holds 21 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Space Exploration Techn Corp Class A Com Stk (SPCX) | 49.2 | $2.9B | NEW | 17M | 170.86 |
|
| NVIDIA Corporation (NVDA) | 8.1 | $475M | -21% | 2.4M | 200.09 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 6.8 | $398M | -30% | 1.1M | 357.37 |
|
| Amazon (AMZN) | 4.4 | $257M | -8% | 1.1M | 238.34 |
|
| Microsoft Corporation (MSFT) | 4.0 | $236M | -16% | 633k | 373.02 |
|
| Asml Hldg Nv N Y Registry Shs (ASML) | 3.6 | $212M | -22% | 107k | 1989.44 |
|
| Broadcom (AVGO) | 3.1 | $184M | -38% | 486k | 377.75 |
|
| Sandisk Corp (SNDK) | 2.9 | $172M | +20% | 76k | 2273.73 |
|
| Sea Sponsord Ads (SE) | 2.9 | $170M | 1.8M | 95.83 |
|
|
| Tesla Motors (TSLA) | 2.2 | $130M | -16% | 309k | 420.60 |
|
| Meta Platforms Cl A (META) | 2.1 | $125M | -13% | 223k | 563.29 |
|
| Servicenow (NOW) | 1.9 | $113M | 1.1M | 99.28 |
|
|
| Klarna Group SHS (KLAR) | 1.8 | $107M | 5.3M | 20.24 |
|
|
| Servicetitan Shs Cl A (TTAN) | 1.5 | $87M | 1.2M | 70.71 |
|
|
| Doordash Cl A (DASH) | 1.4 | $83M | -71% | 448k | 184.53 |
|
| Advanced Micro Devices (AMD) | 1.1 | $65M | NEW | 112k | 580.91 |
|
| Snowflake Com Shs (SNOW) | 0.9 | $51M | -62% | 201k | 254.50 |
|
| Ciena Corp Com New (CIEN) | 0.7 | $44M | NEW | 89k | 490.56 |
|
| Coupang Cl A (CPNG) | 0.6 | $36M | NEW | 2.1M | 17.37 |
|
| Monolithic Power Systems (MPWR) | 0.4 | $25M | NEW | 18k | 1382.36 |
|
| Cloudflare Cl A Com (NET) | 0.4 | $25M | NEW | 101k | 245.28 |
|
Past Filings by Scge Management
SEC 13F filings are viewable for Scge Management going back to 2011
- Scge Management 2026 Q2 filed Aug. 14, 2026
- Scge Management 2026 Q1 filed May 15, 2026
- Scge Management 2025 Q3 restated filed Feb. 13, 2026
- Scge Management 2025 Q4 filed Feb. 13, 2026
- Scge Management 2025 Q3 filed Nov. 14, 2025
- Scge Management 2025 Q2 filed Aug. 14, 2025
- Scge Management 2025 Q1 filed May 15, 2025
- Scge Management 2024 Q4 filed Feb. 14, 2025
- Scge Management 2024 Q3 filed Nov. 14, 2024
- Scge Management 2024 Q2 filed Aug. 14, 2024
- Scge Management 2024 Q1 filed May 15, 2024
- Scge Management 2023 Q4 filed Feb. 14, 2024
- Scge Management 2023 Q3 filed Nov. 14, 2023
- Scge Management 2023 Q2 filed Aug. 14, 2023
- Scge Management 2023 Q1 filed May 15, 2023
- Scge Management 2022 Q4 filed Feb. 14, 2023