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Scge Management reported holdings

Quarter ended 30 June 2026. Filed with the SEC on 14 August 2026, signed by Jennifer Ciresi, Chief Compliance Officer. Retrieved 14 October 2026.

$5.90B
Reported 13F value
21
Positions
87.1%
In the 10 largest
+78.7%
Value vs. prior quarter

Scge Management’s reported 13F holdings total $5.90B across 21 positions as of 30 June 2026. The ten largest make up 87.1% of it, and its value rose 78.7% from the prior quarter.

Form 13F lists long positions in exchange-traded securities over which the filer had investment discretion, valued at quarter end. It excludes cash, bonds held outside 13(f) securities, private funds, and assets the firm does not have discretion over, so the $5.90B reported here is not the firm's $10.40B in regulatory assets, and it does not represent any individual client's portfolio.

Largest positions

Space Exploration Techn Corp.CLASS A COM STK$2,901,433,460
Class
CLASS A COM STK
Share
49.2%
Nvidia CorporationCOM$475,133,714
Class
COM
Share
8.1%
Alphabet Inc.CAP STK CL A$398,181,654
Class
CAP STK CL A
Share
6.8%
Amazon Com Inc.COM$257,288,030
Class
COM
Share
4.4%
Microsoft Corp.COM$236,233,566
Class
COM
Share
4.0%
ASML Hldg NVN Y REGISTRY SHS$212,273,248
Class
N Y REGISTRY SHS
Share
3.6%
Broadcom Inc.COM$183,737,600
Class
COM
Share
3.1%
Sandisk Corp.COM$172,348,734
Class
COM
Share
2.9%
Sea LtdSPONSORD ADS$170,098,250
Class
SPONSORD ADS
Share
2.9%
Tesla Inc.COM$129,881,280
Class
COM
Share
2.2%
Meta Platforms Inc.CL A$125,388,354
Class
CL A
Share
2.1%
Servicenow Inc.COM$112,682,800
Class
COM
Share
1.9%
Klarna Group PLCSHS$106,594,445
Class
SHS
Share
1.8%
Servicetitan Inc.SHS CL A$86,922,742
Class
SHS CL A
Share
1.5%
Doordash Inc.CL A$82,600,426
Class
CL A
Share
1.4%
Advanced Micro Devices Inc.COM$64,771,465
Class
COM
Share
1.1%
Snowflake Inc.COM SHS$51,205,400
Class
COM SHS
Share
0.9%
Ciena Corp.COM NEW$43,659,840
Class
COM NEW
Share
0.7%
Coupang Inc.CL A$36,272,034
Class
CL A
Share
0.6%
Monolithic Pwr Sys Inc.COM$25,297,188
Class
COM
Share
0.4%
Cloudflare Inc.CL A COM$24,724,224
Class
CL A COM
Share
0.4%

The share class is shown on a wider screen.

The 21 largest of 21 positions by value, with holdings of the same security combined. Share counts and quarter-on-quarter changes for each position are on EDGAR. View the full information table on EDGAR

This filing

Form
13F-HR
CIK
1537530
File number
028-14804
Options
0 call, 0 put
In the 25 largest
100.0%
Prior quarter
$3,299,867,477 at 31 March 2026
Positions opened
6
Positions closed
6

Common questions

What are Scge Management’s 13F holdings worth?

$5,896,728,454 across 21 positions for the quarter ended 30 June 2026.

What is Scge Management’s largest 13F holding?

SPACE EXPLORATION TECHN CORP (CLASS A COM STK) was the largest position at $2,901,433,460, or 49.2% of reported 13F value, as of 30 June 2026.

How concentrated is Scge Management’s 13F portfolio?

The ten largest positions accounted for 87.1% of reported value and the twenty-five largest for 100.0%, across 21 positions as of 30 June 2026.

Does Form 13F show everything Scge Management manages?

No. Form 13F covers only long positions in exchange-traded securities over which the manager has investment discretion, valued at quarter end. It excludes cash, most bonds, private funds, and any assets the firm does not have discretion over, so it is neither the firm's total assets nor any individual client's portfolio.

How often does Scge Management file its 13F?

Every quarter. Managers file within 45 days of each quarter's end, so the figures are a snapshot that changes between filings. This page shows the quarter ended 30 June 2026.

Answered from this filing and the prior quarter's.

Back to the Scge Management profile

Sources

  1. Form 13F-HR, accession 0000905148-26-003747, filed 14 August 2026 for the quarter ended 30 June 2026.
  2. Form 13F-HR, accession 0000905148-26-002396, filed 15 May 2026 for the quarter ended 31 March 2026.
  3. All 13F filings by this firm on EDGAR.

Retrieved 14 October 2026. Values are as reported by the filer in whole dollars; percentages and quarter-over-quarter figures are arithmetic on the filed tables.

Report a correction

This page restates a public SEC filing for informational purposes only. It is not a recommendation of any security or of Scge Management, L.P., and Niva Wealth is not affiliated with the firm. Holdings change; the filing reflects one quarter-end date.