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Scge Management, L.p.
správca aktív · portfólio $5.90 mld. · 21 pozícií · správa k 30.06.2026
Akciové Pozície správa za 30.06.2026, podaná 14.08.2026; zmena — oproti 31.03.2026 · 27
| Spoločnosť | Akcie | Hodnota | % portfólia | Zmena za Štvrťrok |
|---|---|---|---|---|
| SPACE EXPLORATION TECHNOLOGI… US:SPCX | 16 981 350 | $2.90 mld. | 49.20% | nová |
| NVIDIA Corporation US:NVDA | 2 374 600 | $475 mil. | 8.06% | −659 100 |
| Alphabet Inc. US:GOOGL | 1 114 200 | $398 mil. | 6.75% | −488 800 |
| Amazon.com, Inc. US:AMZN | 1 079 500 | $257 mil. | 4.36% | −99 100 |
| Microsoft Corporation US:MSFT | 633 300 | $236 mil. | 4.01% | −129 600 |
| ASML HLDG NV CUSIP N07059210 | 106 700 | $212 mil. | 3.60% | −30 500 |
| Broadcom Inc. US:AVGO | 486 400 | $184 mil. | 3.12% | −306 300 |
| Sandisk Corp US:SNDK | 75 800 | $172 mil. | 2.92% | +12 900 |
| Sea Ltd US:SE · depozitný certifikát | 1 775 000 | $170 mil. | 2.88% | — |
| Tesla, Inc. US:TSLA | 308 800 | $130 mil. | 2.20% | −62 800 |
| Meta Platforms, Inc. US:META | 222 600 | $125 mil. | 2.13% | −34 200 |
| ServiceNow Inc US:NOW | 1 135 000 | $113 mil. | 1.91% | — |
| KLARNA GROUP PLC CUSIP G5279N105 | 5 266 524 | $107 mil. | 1.81% | — |
| ServiceTitan, Inc. Class A US:TTAN | 1 229 285 | $86.9 mil. | 1.47% | — |
| DoorDash, Inc. Class A US:DASH | 447 626 | $82.6 mil. | 1.40% | −1 146 374 |
| Advanced Micro Devices Inc US:AMD | 111 500 | $64.8 mil. | 1.10% | nová |
| Snowflake Inc. US:SNOW | 201 200 | $51.2 mil. | 0.87% | −333 800 |
| CIENA CORP US:CIEN | 89 000 | $43.7 mil. | 0.74% | nová |
| Coupang LLC US:CPNG | 2 088 200 | $36.3 mil. | 0.62% | nová |
| Monolithic Power Systems Inc US:MPWR | 18 300 | $25.3 mil. | 0.43% | nová |
| Cloudflare Inc US:NET | 100 800 | $24.7 mil. | 0.42% | nová |
| Chime Financial, Inc. Class… US:CHYM | 0 (bolo 4 181 827) | — | — | predaná |
| Figma, Inc. US:FIG | 0 (bolo 60 000) | — | — | predaná |
| Maplebear Inc. US:CART | 0 (bolo 280 037) | — | — | predaná |
| Netskope Inc US:NTSK | 0 (bolo 10 950 921) | — | — | predaná |
| Zillow Group Inc Class C US:Z | 0 (bolo 1 264 900) | — | — | predaná |
| CREDO TECHNOLOGY GROUP HOLDI CUSIP G25457105 | 0 (bolo 664 100) | — | — | predaná |
V Spoločnostiach Našej Databázy 1
| Spoločnosť | Podiel | Akcie | Dátum Správy |
|---|---|---|---|
| Klarna Group plc | 1.4% | 5 266 524 | 2026-06-30 |
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