Scge Management, L.P
$3.3B Assets Reported
28 Holdings
Latest filing 2026-03-31
Top Holdings
| Ticker | Company | Shares | Value | Weight |
|---|---|---|---|---|
| NVDA | NVIDIA CORPORATION | 3,033,700 | $529M | 16.0% |
| GOOGL | ALPHABET INC | 1,603,000 | $461M | 14.0% |
| MSFT | MICROSOFT CORP | 762,900 | $282M | 8.6% |
| AMZN | AMAZON COM INC | 1,178,600 | $245M | 7.4% |
| AVGO | BROADCOM INC | 792,700 | $245M | 7.4% |
| DASH | DOORDASH INC | 1,594,000 | $239M | 7.3% |
| ASML | ASML HLDG NV | 137,200 | $181M | 5.5% |
| SE | SEA LTD | 1,775,000 | $147M | 4.5% |
| META | META PLATFORMS INC | 256,800 | $147M | 4.5% |
| TSLA | TESLA INC | 371,600 | $138M | 4.2% |
Track Scge Management, L.P's 13F portfolio: $3.3B in reported holdings, 28 positions. Top holdings, AUM, and quarterly changes on SentiSense.