EdgeMarket › What Scge Management, L.P. reported owning
What Scge Management, L.P. reported owning
As filed on Form 13F for the quarter ending 2026-03-31, up to 45 days after that date. Long-only US-listed equity — shorts, bonds, cash and non-US listings are not on the form, so this is one leg of the book, not the book.
Reported value
3.3BPositions
21Quarter
2026-03-31Shown below
21largest by value
| holding | value | % of book | shares | price | 1y |
|---|---|---|---|---|---|
| NVDA NVIDIA CORP | 529.1M | 16.0% | 3.0M | 214.72 | +22.4% |
| GOOGL Alphabet Inc. | 461.0M | 14.0% | 1.6M | 344.82 | +73.0% |
| MSFT MICROSOFT CORP | 282.4M | 8.6% | 762.9K | 483.24 | -4.4% |
| AMZN AMAZON COM INC | 245.5M | 7.4% | 1.2M | 258.63 | +15.6% |
| AVGO Broadcom Inc. | 245.3M | 7.4% | 792.7K | 368.45 | +26.5% |
| DASH DoorDash, Inc. | 239.3M | 7.3% | 1.6M | 223.49 | -8.3% |
| ASML ASML HOLDING NV | 181.2M | 5.5% | 137.2K | 1,763.76 | +135.3% |
| SE Sea Ltd | 147.0M | 4.5% | 1.8M | 117.53 | -34.2% |
| META Meta Platforms, Inc. | 146.9M | 4.5% | 256.8K | 549.90 | -26.5% |
| TSLA Tesla, Inc. | 138.1M | 4.2% | 371.6K | 362.86 | +12.0% |
| NOW ServiceNow, Inc. | 118.7M | 3.6% | 1.1M | 128.48 | -27.8% |
| NTSK Netskope Inc | 93.0M | 2.8% | 11.0M | 14.51 | — |
| SNOW Snowflake Inc. | 80.7M | 2.4% | 535.0K | 332.78 | +70.8% |
| CHYM Chime Financial, Inc. | 78.3M | 2.4% | 4.2M | 32.78 | +23.4% |
| TTAN ServiceTitan, Inc. | 78.0M | 2.4% | 1.2M | 94.87 | -7.5% |
| KLAR Klarna Group plc | 68.9M | 2.1% | 5.3M | 14.33 | — |
| CRDO Credo Technology Group Holding Ltd | 62.3M | 1.9% | 664.1K | 230.57 | +117.5% |
| Z ZILLOW GROUP, INC. | 52.3M | 1.6% | 1.3M | 35.88 | -55.8% |
| SNDK Sandisk Corp | 40.0M | 1.2% | 62.9K | 1,596.08 | +3494.8% |
| CART Maplebear Inc. | 10.5M | 0.3% | 280.0K | 49.83 | +9.5% |
| FIG Figma, Inc. | 1.3M | 0.0% | 60.0K | 27.10 | -63.4% |
A position that grew quarter on quarter may simply reflect a higher price: if the stock rose 40% and the manager did nothing, the reported value rose 40%. Reading that as accumulation is reading the price back to yourself. More on that →
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