Scge Management, L.P. 13F 持仓 · 2026年Q2
Scge Management 在 2026年Q2（报告期截至 2026-06-30）的 SEC 13F 申报中报告了 21 只证券，申报市值合计 58.97 亿美元。前几大持仓：SPCX（49.20%）、NVDA（8.06%）、GOOGL（6.75%）。本季前 25 大持仓中：新建仓 6 只、增持 1 只、减持 10 只、清仓 4 只。
| 排名 | 代码 | 公司 | 市值 | 占组合 | 股数 | 变动 |
|---|---|---|---|---|---|---|
| 1 | SPCX | SPACE EXPLORATION TECHN CORP | $2.90B | 49.20% | 17.0M | 新建仓 |
| 2 | NVDA | NVIDIA CORPORATION | $475.1M | 8.06% | 2.4M | 减持 |
| 3 | GOOGL | ALPHABET INC | $398.2M | 6.75% | 1.1M | 减持 |
| 4 | AMZN | AMAZON COM INC | $257.3M | 4.36% | 1.1M | 减持 |
| 5 | MSFT | MICROSOFT CORP | $236.2M | 4.01% | 633,300 | 减持 |
| 6 | ASML | ASML HLDG NV | $212.3M | 3.60% | 106,700 | 减持 |
| 7 | AVGO | BROADCOM INC | $183.7M | 3.12% | 486,400 | 减持 |
| 8 | SNDK | SANDISK CORP | $172.3M | 2.92% | 75,800 | 增持 |
| 9 | SE | SEA LTD | $170.1M | 2.88% | 1.8M | 持平 |
| 10 | TSLA | TESLA INC | $129.9M | 2.20% | 308,800 | 减持 |
| 11 | META | META PLATFORMS INC | $125.4M | 2.13% | 222,600 | 减持 |
| 12 | NOW | SERVICENOW INC | $112.7M | 1.91% | 1.1M | 持平 |
| 13 | KLAR | KLARNA GROUP PLC | $106.6M | 1.81% | 5.3M | 持平 |
| 14 | TTAN | SERVICETITAN INC | $86.9M | 1.47% | 1.2M | 持平 |
| 15 | DASH | DOORDASH INC | $82.6M | 1.40% | 447,626 | 减持 |
| 16 | AMD | ADVANCED MICRO DEVICES INC | $64.8M | 1.10% | 111,500 | 新建仓 |
| 17 | SNOW | SNOWFLAKE INC | $51.2M | 0.87% | 201,200 | 减持 |
| 18 | CIEN | CIENA CORP | $43.7M | 0.74% | 89,000 | 新建仓 |
| 19 | CPNG | COUPANG INC | $36.3M | 0.62% | 2.1M | 新建仓 |
| 20 | MPWR | MONOLITHIC PWR SYS INC | $25.3M | 0.43% | 18,300 | 新建仓 |
| 21 | NET | CLOUDFLARE INC | $24.7M | 0.42% | 100,800 | 新建仓 |
| 22 | CART | MAPLEBEAR INC | $0 | 0.00% | 0 | 清仓 |
| 23 | CHYM | CHIME FINL INC | $0 | 0.00% | 0 | 清仓 |
| 24 | CRDO | CREDO TECHNOLOGY GROUP HOLDI | $0 | 0.00% | 0 | 清仓 |
| 25 | FIG | FIGMA INC | $0 | 0.00% | 0 | 清仓 |
来源：SEC 13F 申报文件 · 截至 2026-06-30
本期 13F-HR 中的全部持仓，以及相对上季度的变化。
13F 持仓，最新季度
来源SEC EDGAR13F-HR