account_balance
Investment manager · 13F filer · SEC CIK 1537530
Scge Management, L.P.
Reported value$5.9Bas of Jun 30, 2026
Positions21 6 new, 6 sold out
Top 10 weight87.1%SPCX alone is 49%
FiledAug 1445 days after quarter end
Portfolio · as of Jun 30, 2026
Where the money is
New or addedTrimmedHeld
SPCXSpace Exploration Techn Corp
49.2%New
NVDANvidia Corporation
8.1%Trimmed −22%
GOOGLAlphabet Inc
6.8%Trimmed −30%
AMZNAmazon Com Inc
4.4%Trimmed −8%
MSFTMicrosoft Corp
4.0%Trimmed −17%
ASMLAsml HLDG NV
3.6%Trimmed −22%
AVGOBroadcom Inc
3.1%Trimmed −39%
SNDKSandisk Corp
2.9%Added +21%
SESea Ltd
2.9%
TSLATesla Inc
2.2%Trimmed −17%
META2.1%NOW1.9%SPCXSpace Exploration Techn Corp
49.2%New
NVDA8.1%GOOGL6.8%AMZN4.4%MSFT4.0%ASML3.6%AVGO3.1%SNDK2.9%SE2.9%TSLAMETA2.1%NOW1.9%Boxes show the top 12 stocks, sized against each other. The bar above shows how much of the fund they are. 13F only covers US-listed stocks, so foreign holdings and short positions are missing.
Show the top 12 as a list
SPCX Space Exploration Techn Corp 49.2% NewNVDA Nvidia Corporation 8.1% Trimmed −22%GOOGL Alphabet Inc 6.8% Trimmed −30%AMZN Amazon Com Inc 4.4% Trimmed −8%MSFT Microsoft Corp 4.0% Trimmed −17%ASML Asml HLDG NV 3.6% Trimmed −22%AVGO Broadcom Inc 3.1% Trimmed −39%SNDK Sandisk Corp 2.9% Added +21%SE Sea Ltd 2.9% HeldTSLA Tesla Inc 2.2% Trimmed −17%META Meta Platforms Inc 2.1% Trimmed −13%NOW Servicenow Inc 1.9% Held
What changed