Institutions / Scge Management, L.P.
Scge Management, L.P.
CIK 1537530 · Institution · as of Dec 31, 2025
Portfolio value
$4.39B
Positions
20
As of
Dec 31, 2025
Portfolio trend
Portfolio value
$4.39B-14.3%Positions
20-16.7%Top holdings
Dec 31, 2025
| Company | Value | % of portfolio |
|---|---|---|
| NVIDIA Corp | $620.11M | 14.1% |
| Alphabet Inc. | $501.74M | 11.4% |
| Microsoft Corp | $412.04M | 9.4% |
| DoorDash, Inc. | $361.01M | 8.2% |
| Amazon.com Inc | $297.99M | 6.8% |
| Broadcom Inc. | $251.27M | 5.7% |
| Asml Holding N V | $243.93M | 5.6% |
| Meta Platforms Inc | $228.39M | 5.2% |
| Sea Ltd | $226.44M | 5.2% |
| Tesla Inc | $183.04M | 4.2% |
| Snowflake Inc. | $174.83M | 4.0% |
| ServiceNow Inc | $173.87M | 4.0% |
| Klarna Group PLC | $152.26M | 3.5% |
| Zillow Group, Inc. | $136.30M | 3.1% |
| ServiceTitan, Inc. | $130.92M | 3.0% |
| Chime Financial, Inc. | $111.27M | 2.5% |
| Carvana Co. | $87.78M | 2.0% |
| Credo Technology Group Holding Ltd | $82.02M | 1.9% |
| Maplebear Inc | $12.60M | 0.3% |
| Figma, Inc.FIG | $2.24M | 0.1% |
Activity
Dec 31, 2025View full history →
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.| Date | Action | Company | Value | Shares Δ | Position after | Impact |
|---|---|---|---|---|---|---|
| Q4 2025 as of | New | Alphabet Inc. | $501.74M | +1.6M | 1,603,000 11.43% of portfolio | high |
| Q4 2025 as of | Trim | Meta Platforms Inc | $-410.58M | -622K -64.26% | 346,000 5.20% of portfolio | high |
| Q4 2025 as of | Exit | Palo Alto Networks Inc | $-383.82M | -1.9M -100.00% | — | high |
| Q4 2025 as of | Exit | Oracle Corp | $-312.46M | -1.1M -100.00% | — | high |
| Q4 2025 as of | Exit | L8681T102 | $-259.38M | -372K -100.00% | — | high |
| Q4 2025 as of | Add | NVIDIA Corp | $194.71M | +1.0M +45.77% | 3,325,000 14.13% of portfolio | high |
| Q4 2025 as of | Exit | Cadence Design Systems Inc | $-190.03M | -541K -100.00% | — | high |
| Q4 2025 as of | New | Tesla Inc | $183.04M | +407K | 407,000 4.17% of portfolio | high |
| Q4 2025 as of | Add | ServiceNow Inc | $139.10M | +908K +400.00% | 1,135,000 3.96% of portfolio | high |
| Q4 2025 as of | Exit | TSM Taiwan Semiconductor Manufacturing Co Ltd ADR | $-126.52M | -453K -100.00% | — | high |