Institutional Fund
Scge Management, L.P.
Menlo Park, CACIK 15375306 filings on record
Portfolio Value
$3.30B
Q1 2026
Holdings
21
Reported positions
New Buys
2
Opened this quarter
QoQ Change
-24.8%
from $4.39B
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- Nvidia Corporation16.0%
- Alphabet Inc14.0%
- Microsoft Corp8.6%
- Amazon Com Inc7.4%
- Broadcom Inc7.4%
- Doordash Inc7.3%
- Other39.3%
Portfolio Holdings
21 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | Nvidia Corporation | 3.03M | $529.08M | 16.0% | −291.3K | Reduced |
| 2 | Alphabet Inc | 1.60M | $460.96M | 14.0% | 0 | Held |
| 3 | Microsoft Corp | 762.9K | $282.40M | 8.6% | −89.1K | Reduced |
| 4 | Amazon Com Inc | 1.18M | $245.47M | 7.4% | −112.4K | Reduced |
| 5 | Broadcom Inc | 792.7K | $245.35M | 7.4% | +66.7K | Added |
| 6 | Doordash Inc | 1.59M | $239.34M | 7.3% | 0 | Held |
| 7 | Asml Holding N V | 137.2K | $181.22M | 5.5% | −90.8K | Reduced |
| 8 | Sea Ltd | 1.77M | $146.99M | 4.5% | 0 | Held |
| 9 | Meta Platforms Inc | 256.8K | $146.92M | 4.5% | −89.2K | Reduced |
| 10 | Tesla Inc | 371.6K | $138.14M | 4.2% | −35.4K | Reduced |
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