1y return−5.6%S&P 500 +20.9%
3y return+67.2%S&P 500 +68.5%
5y return−13.6%S&P 500 +74.5%
10y return+454.9%S&P 500 +256.5%
These returns are for its stock picks as disclosed on Form 13F: last quarter's holdings, valued at this quarter's prices. They miss trades within each quarter, short positions, options, bonds, cash and fees, so they aren't the returns its clients got.
$100 invested in its stock picks
Since June 30, 2016: $555 against $357 in the S&P 500.2
Scge Management, L.P.S&P 500 (SPY)
Top holdings
At the end of June 30, 2026. Change is in shares since the quarter before.2
| Stock | Value | Share of portfolio | Change |
|---|---|---|---|
| SPCXSpace Exploration Techn Corp | $2.9B | 49.2% | New |
| NVDANvidia Corporation | $475.1M | 8.1% | −21.7% |
| GOOGLAlphabet Inc | $398.2M | 6.8% | −30.5% |
| AMZNAmazon Com Inc | $257.3M | 4.4% | −8.4% |
| MSFTMicrosoft Corp | $236.2M | 4.0% | −17.0% |
| Asml Hldg NvCUSIP N07059210 | $212.3M | 3.6% | −22.2% |
| AVGOBroadcom Inc | $183.7M | 3.1% | −38.6% |
| SNDKSandisk Corp | $172.3M | 2.9% | +20.5% |
| SESea Ltd | $170.1M | 2.9% | |
| TSLATesla Inc | $129.9M | 2.2% | −16.9% |
| METAMeta Platforms Inc | $125.4M | 2.1% | −13.3% |
| NOWServicenow Inc | $112.7M | 1.9% | |
| Klarna Group PLCCUSIP G5279N105 | $106.6M | 1.8% | |
| TTANServicetitan Inc | $86.9M | 1.5% | |
| DASHDoordash Inc | $82.6M | 1.4% | −71.9% |
| AMDAdvanced Micro Devices Inc | $64.8M | 1.1% | New |
| SNOWSnowflake Inc | $51.2M | 0.9% | −62.4% |
| CIENCiena Corp | $43.7M | 0.7% | New |
| CPNGCoupang Inc | $36.3M | 0.6% | New |
| MPWRMonolithic Pwr Sys Inc | $25.3M | 0.4% | New |
| NETCloudflare Inc | $24.7M | 0.4% | New |
Best picks still held
How each current holding has done since the quarter it first appeared in its filings (up to six years back).
| Stock | Held since | Return since | Now worth |
|---|---|---|---|
| NVDANvidia Corporation | June 30, 2023 | +373.0% | $475.1M |
| METAMeta Platforms Inc | December 31, 2022 | +368.1% | $125.4M |
| Asml Hldg NvCUSIP N07059210 | September 30, 2025 | +105.5% | $212.3M |
| AMZNAmazon Com Inc | June 30, 2020 | +72.8% | $257.3M |
| AVGOBroadcom Inc | December 31, 2024 | +62.9% | $183.7M |
| NOWServicenow Inc | June 30, 2020 | +22.6% | $112.7M |
| GOOGLAlphabet Inc | December 31, 2025 | +14.2% | $398.2M |
| SNOWSnowflake Inc | June 30, 2025 | +13.7% | $51.2M |
| TSLATesla Inc | December 31, 2025 | −6.5% | $129.9M |
| SESea Ltd | December 31, 2024 | −9.7% | $170.1M |
Sold off last quarter
- NTSKNetskope Inc was $93.0M
- CHYMChime Finl Inc was $78.3M
- Credo Technology Group HoldiCUSIP G25457105 was $62.3M
- ZZillow Group Inc was $52.3M
- CARTMaplebear Inc was $10.5M
- FIGFigma Inc was $1.3M
Quarter by quarter
| Quarter | Its picks | S&P 500 |
|---|---|---|
| June 30, 2026 | +21.6% | +14.8% |
| March 31, 2026 | −18.7% | −4.6% |
| December 31, 2025 | −8.6% | +2.4% |
| September 30, 2025 | +4.5% | +7.8% |
| June 30, 2025 | +27.6% | +10.5% |
| March 31, 2025 | −11.9% | −4.6% |
| December 31, 2024 | +5.4% | +2.1% |
| September 30, 2024 | +3.9% | +5.4% |
| June 30, 2024 | +5.6% | +4.0% |
| March 31, 2024 | +17.9% | +10.0% |
| December 31, 2023 | +21.6% | +11.2% |
| September 30, 2023 | −5.0% | −3.6% |
| June 30, 2023 | +20.6% | +8.3% |
| March 31, 2023 | +29.5% | +7.0% |
| December 31, 2022 | −7.5% | +7.1% |
| September 30, 2022 | −7.9% | −5.3% |
| June 30, 2022 | −37.9% | −16.5% |
| March 31, 2022 | −27.4% | −4.9% |
| December 31, 2021 | −10.7% | +10.7% |
| September 30, 2021 | −3.5% | +0.3% |
Sources
Every number on this page points here. Each one links to the public record.
- 1SEC EDGAR: Scge Management, L.P. Form 13F filingshttps://www.sec.gov/cgi-bin/browse-edgar?action=getcompany&CIK=1537530&type=13F-HR&dateb=&owner=include&count=40CIK 1537530
- 2SEC: 13F for the quarter ended June 30, 2026https://www.sec.gov/Archives/edgar/data/1537530/000090514826003747/Filed August 14, 2026 · accession 0000905148-26-003747