StockDriftsStockDriftsTop 20 Scge Management L P Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 8.06% | 2.37M | $475.1M | -21.73%(-659.10K) | $94.94(+138.12%) | 2026-06-30 | |
| GOOGL | ALPHABET INC | 6.75% | 1.11M | $398.2M | -30.49%(-488.80K) | $278.05(+23.98%) | 2026-06-30 | |
| AMZN | AMAZON COM INC | 4.36% | 1.08M | $257.3M | -8.41%(-99.10K) | $111.74(+134.95%) | 2026-06-30 | |
| MSFT | MICROSOFT CORP | 4.01% | 633.3K | $236.2M | -16.99%(-129.60K) | $389.03(+24.94%) | 2026-06-30 | |
| ASML | ASML HLDG NV | 3.6% | 106.7K | $212.3M | -22.23%(-30.50K) | $943.03(+98.06%) | 2026-06-30 | |
| AVGO | BROADCOM INC | 3.12% | 486.4K | $183.7M | -38.64%(-306.30K) | $213.53(+84.40%) | 2026-06-30 | |
| SNDK | SANDISK CORP | 2.92% | 75.8K | $172.3M | +20.51%(+12.90K) | $604.29(+191.77%) | 2026-06-30 | |
| SE | SEA LTD | 2.88% | 1.77M | $170.1M | +0.00%(+0) | $95.95(+27.09%) | 2026-06-30 | |
| TSLA | TESLA INC | 2.2% | 308.8K | $129.9M | -16.90%(-62.80K) | $447.22(-23.85%) | 2026-06-30 | |
| META | META PLATFORMS INC | 2.13% | 222.6K | $125.4M | -13.32%(-34.20K) | $153.09(+279.06%) | 2026-06-30 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative | 5-Year Annualized | 5-Year Cumulative |
|---|---|---|---|---|
| Top 20 Holdings Weighted | +20.28% | +74.01% | -2.21% | -10.56% |
| Top 20 Holdings Unweighted | +21.74% | +80.44% | -1.99% | -9.58% |
Scge Management L P reports $5.90B in US-listed equity holdings across 21 positions in its most recent 13F filing. Its largest disclosed positions are NVDA (8.1%), GOOGL (6.8%) and AMZN (4.4%). The top 20 holdings account for 50.8% of reported assets. Its disclosed equity book has returned +74.01% on a three-year cumulative basis. Figures reflect the Q2 2026 filing.
Portfolio changes
Every reported change this quarter, grouped by direction. The signal is in the rotation, not any single trade.
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Holdings on this page are parsed from Scge Management L P’s Form 13F filings with the U.S. Securities and Exchange Commission (CIK 1537530). View Scge Management L P’s 13F filings on SEC