Scge Management as of June 30, 2026
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 | 17M | 170.86 | |
| NVIDIA Corporation (NVDA) | 8.1 | $475M | 2.4M | 200.09 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.8 | $398M | 1.1M | 357.37 | |
| Amazon (AMZN) | 4.4 | $257M | 1.1M | 238.34 | |
| Microsoft Corporation (MSFT) | 4.0 | $236M | 633k | 373.02 | |
| Asml Hldg Nv N Y Registry Shs (ASML) | 3.6 | $212M | 107k | 1989.44 | |
| Broadcom (AVGO) | 3.1 | $184M | 486k | 377.75 | |
| Sandisk Corp (SNDK) | 2.9 | $172M | 76k | 2273.73 | |
| Sea Sponsord Ads (SE) | 2.9 | $170M | 1.8M | 95.83 | |
| Tesla Motors (TSLA) | 2.2 | $130M | 309k | 420.60 | |
| Meta Platforms Cl A (META) | 2.1 | $125M | 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 | 448k | 184.53 | |
| Advanced Micro Devices (AMD) | 1.1 | $65M | 112k | 580.91 | |
| Snowflake Com Shs (SNOW) | 0.9 | $51M | 201k | 254.50 | |
| Ciena Corp Com New (CIEN) | 0.7 | $44M | 89k | 490.56 | |
| Coupang Cl A (CPNG) | 0.6 | $36M | 2.1M | 17.37 | |
| Monolithic Power Systems (MPWR) | 0.4 | $25M | 18k | 1382.36 | |
| Cloudflare Cl A Com (NET) | 0.4 | $25M | 101k | 245.28 |
