§ 13F · FUND PROFILE
SCGE MANAGEMENT, L.P..
AUM · $5.9B (13F)Positions · 21Turnover · n/a · Q2Filed · Aug 14, 2026
CONCENTRATION
n/a
Top 10 holdings
NEW BUYS
0
+$3.1B deployed
EXITS
0
No exits
SECTOR SHIFT
n/a
No prior quarter data
§ 01 · TOP HOLDINGS
The book · Q2 2026
FILED AUG 14, 2026
| # | Ticker | Name | Shares | $ value | % port | Δ Q2 |
|---|---|---|---|---|---|---|
| 1 | SPCX | SPACE EXPLORATION TECHN CORP | 16.98M | $2.9B | 49.2% | NEW |
| 2 | NVDA | NVIDIA CORPORATION | 2.37M | $475M | 8.1% | −22% |
| 3 | GOOGL | ALPHABET INC | 1.11M | $398M | 6.8% | −30% |
| 4 | AMZN | AMAZON COM INC | 1.08M | $257M | 4.4% | −8% |
| 5 | MSFT | MICROSOFT CORP | 633K | $236M | 4.0% | −17% |
| 6 | ASML | ASML HLDG NV | 107K | $212M | 3.6% | −22% |
| 7 | AVGO | BROADCOM INC | 486K | $184M | 3.1% | −39% |
| 8 | SNDK | SANDISK CORP | 76K | $172M | 2.9% | +21% |
| 9 | SE | SEA LTD | 1.77M | $170M | 2.9% | ±0% |
| 10 | TSLA | TESLA INC | 309K | $130M | 2.2% | −17% |
§ 02 · SECTOR ALLOCATION
Where the money is
Sector data pending
§ 03 · THE SCGE SIGNAL
AC read
SCGE MANAGEMENT, L.P. is a Other fund managing $5.9 billion in assets. The fund runs a focused portfolio of just 21 positions.
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