Scge Management, L.P.
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$3.30B
Q ending 2026-03-31
Prior quarter
$4.39B
Q ending 2025-12-31
Change
-24.8% QoQ · -4.9% YoY
Positions
21
reported holdings
Largest positions
All 21 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Nvidia Corporation | NVDA | Shares | $529.1M | 3.0M |
| Alphabet Inc | GOOGL | Shares | $461.0M | 1.6M |
| Microsoft Corp | MSFT | Shares | $282.4M | 763K |
| Amazon Com Inc | AMZN | Shares | $245.5M | 1.2M |
| Broadcom Inc | AVGO | Shares | $245.3M | 793K |
| Doordash Inc | DASH | Shares | $239.3M | 1.6M |
| Asml Hldg Nv | Shares | $181.2M | 137K | |
| Sea Ltd | SE | Shares | $147.0M | 1.8M |
| Meta Platforms Inc | META | Shares | $146.9M | 257K |
| Tesla Inc | TSLA | Shares | $138.1M | 372K |
| Servicenow Inc | NOW | Shares | $118.7M | 1.1M |
| Netskope Inc | NTSK | Shares | $93.0M | 11.0M |
| Snowflake Inc | SNOW | Shares | $80.7M | 535K |
| Chime Finl Inc | CHYM | Shares | $78.3M | 4.2M |
| Servicetitan Inc | TTAN | Shares | $78.0M | 1.2M |
| Klarna Group Plc | Shares | $68.9M | 5.3M | |
| Credo Technology Group Holdi | Shares | $62.3M | 664K | |
| Zillow Group Inc | Z | Shares | $52.3M | 1.3M |
| Sandisk Corp | SNDK | Shares | $40.0M | 63K |
| Maplebear Inc | CART | Shares | $10.5M | 280K |
| Figma Inc | FIG | Shares | $1.3M | 60K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.