StockDriftsStockDriftsTop 21 Scge Management L P Holdings
| Stock | Company | % Port. | Shares | Value | Activity | Ownership | Avg. Cost | Date |
|---|---|---|---|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 16.03% | 3.03M | $529.1M | -8.76%(-291.30K) | $94.94(+105.22%) | 2026-03-31 | |
| GOOGL | ALPHABET INC | 13.97% | 1.60M | $461.0M | +0.00%(+0) | $278.05(+29.44%) | 2026-03-31 | |
| MSFT | MICROSOFT CORP | 8.56% | 762.9K | $282.4M | -10.46%(-89.10K) | $389.03(+0.38%) | 2026-03-31 | |
| AMZN | AMAZON COM INC | 7.44% | 1.18M | $245.5M | -8.71%(-112.40K) | $111.74(+117.17%) | 2026-03-31 | |
| AVGO | BROADCOM INC | 7.44% | 792.7K | $245.3M | +9.19%(+66.70K) | $213.53(+68.81%) | 2026-03-31 | |
| DASH | DOORDASH INC | 7.25% | 1.59M | $239.3M | +0.00%(+0) | $226.38(-15.18%) | 2026-03-31 | |
| ASML | ASML HLDG NV | 5.49% | 137.2K | $181.2M | -39.82%(-90.80K) | $943.03(+87.62%) | 2026-03-31 | |
| SE | SEA LTD | 4.45% | 1.77M | $147.0M | +0.00%(+0) | $95.95(+7.66%) | 2026-03-31 | |
| META | META PLATFORMS INC | 4.45% | 256.8K | $146.9M | -25.78%(-89.20K) | $153.09(+280.76%) | 2026-03-31 | |
| TSLA | TESLA INC | 4.19% | 371.6K | $138.1M | -8.70%(-35.40K) | $447.22(-12.02%) | 2026-03-31 |
| Performance Metric | 3-Year Annualized | 3-Year Cumulative |
|---|---|---|
| Top 20 Holdings Weighted | +19.00% | +68.50% |
| Top 20 Holdings Unweighted | +15.35% | +53.49% |
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