Scge Management, L.p.
Annual return
—
SPY
—
Alpha
—
Invested
$3.3B
Holdings
21
Trades YTD
0
Performance · Fund vs SPY
Cumulative return · quarterly snapshotsCoverage 95%. 3 quarters of 2025 measured against SPY adj-close benchmark.
Top holdings · current snapshot
Source: 13F-HR01
$NVDA
NVIDIA CORPORATION
Q1 2026: Exited (was 3.33M shares)
16.0%
02
$GOOGL
ALPHABET INC
Q1 2026: Exited (was 1.60M shares)
14.0%
03
$MSFT
MICROSOFT CORP
Q1 2026: Sold 99.7% (852.0k → 2.6k shares)
8.6%
04
$AMZN
AMAZON COM INC
Q1 2026: Exited (was 1.29M shares)
7.4%
05
$AVGO
BROADCOM INC
Q1 2026: Exited (was 726.0k shares)
7.4%
06
$DASH
DOORDASH INC
Q1 2026: Exited (was 1.59M shares)
7.3%
07
$ASML
ASML HLDG NV
Q1 2026: Exited (was 228.0k shares)
5.5%
08
$SE
SEA LTD
Q1 2026: Exited (was 1.78M shares)
4.5%
09
$META
META PLATFORMS INC
Q1 2026: Exited (was 346.0k shares)
4.5%
10
$TSLA
TESLA INC
Q1 2026: Exited (was 407.0k shares)
4.2%
Recent trades · Last 90 days
No Form 4 / 13D / 13G trade events on file in the recent window. 13F filers report position snapshots quarterly rather than per-trade events, so this section is most useful for managers who also file Form 4 or 13D/G.
Convergence · Pattern Engine ships in v1.1
30-day windowIn development
Convergence participation lands with the Pattern Engine.
Once the Pattern Engine ships, this section will list every active convergence event this fund is named in — with the other named funds, the Congress members on the same name, and combined position size.
Source data: SEC EDGAR · 13F-HR filings · Last refreshed 10:25 UTC.