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Scge Management, L.P. 13F Filings, Portfolio & Analysis

CIK: 0001537530
Menlo Park 2800 Sand Hill Road Suite 101
Zip Code: 94025
Latest Portfolio Value
$3.3 B
-24.83%
Total Holdings
21
1
Latest Report Date
Q1 2026
Top 10 Concentration
79.27%

Scge Management, L.P. — Portfolio Overview & Company Profile

Scge Management, L.P. (CIK: 0001537530) is a financial institution headquartered at 2800 Sand Hill Road, Suite 101, Menlo Park, California 94025. The firm regularly files Form 13F with the U.S. Securities and Exchange Commission (SEC), disclosing its equity holdings and investment positions.

As of the latest reporting period (2026-03-31), the institution manages a portfolio valued at $3.3 B, comprising 21 distinct securities. Over its filing history, it has submitted 54 Form 13F reports.

To view the institution’s full SEC filing history:
🔗 View All SEC Filings

Q1 2026 — Top-10 concentration: 79.3%. Quarterly turnover: 4.2%. ▲ 2 new, +2 added, −9 reduced, ×1 exited.

Portfolio Summary (Q1 2026)

Top Buys

Q1 2026

Top Sells

Q1 2026

Asset Allocation

Stocks/ETFs
-24.83%
$3.3 B 100.00%
Options
$0 0.00%
Debt
$0 0.00%
Other
$0 0.00%

Sector Allocation (Stocks)

Top Stock & ETF Holdings (Q1 2026)

Name Shares Market Value Weight Change Activity
3.03 M $529.08 M 16.03% ▼ 291,300 Reduce -8.8%
1.6 M $460.96 M 13.97%
762,900 $282.4 M 8.56% ▼ 89,100 Reduce -10.5%
1.18 M $245.47 M 7.44% ▼ 112,400 Reduce -8.7%
792,700 $245.35 M 7.44% ▲ 66,700 Add 9.2%
1.59 M $239.34 M 7.25%
137,200 $181.22 M 5.49% ▼ 90,800 Reduce -39.8%
1.78 M $146.99 M 4.45%
256,800 $146.92 M 4.45% ▼ 89,200 Reduce -25.8%
371,600 $138.14 M 4.19% ▼ 35,400 Reduce -8.7%

Historical Portfolio Charts