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Scge Management, L.p.
upravljavec premoženja · portfelj $5.90 mrd. · 21 pozicij · poročilo na dan 30.06.2026
Pozicije v Delnicah poročilo za 30.06.2026, oddano 14.08.2026; sprememba — v primerjavi z 31.03.2026 · 27
| Podjetje | Delnice | Vrednost | % portfelja | Sprememba v Četrtletju |
|---|---|---|---|---|
| SPACE EXPLORATION TECHNOLOGI… US:SPCX | 16 981 350 | $2.90 mrd. | 49.20% | nova |
| NVIDIA Corporation US:NVDA | 2 374 600 | $475 mio. | 8.06% | −659 100 |
| Alphabet Inc. US:GOOGL | 1 114 200 | $398 mio. | 6.75% | −488 800 |
| Amazon.com, Inc. US:AMZN | 1 079 500 | $257 mio. | 4.36% | −99 100 |
| Microsoft Corporation US:MSFT | 633 300 | $236 mio. | 4.01% | −129 600 |
| ASML HLDG NV CUSIP N07059210 | 106 700 | $212 mio. | 3.60% | −30 500 |
| Broadcom Inc. US:AVGO | 486 400 | $184 mio. | 3.12% | −306 300 |
| Sandisk Corp US:SNDK | 75 800 | $172 mio. | 2.92% | +12 900 |
| Sea Ltd US:SE · potrdilo o deponiranju | 1 775 000 | $170 mio. | 2.88% | — |
| Tesla, Inc. US:TSLA | 308 800 | $130 mio. | 2.20% | −62 800 |
| Meta Platforms, Inc. US:META | 222 600 | $125 mio. | 2.13% | −34 200 |
| ServiceNow Inc US:NOW | 1 135 000 | $113 mio. | 1.91% | — |
| KLARNA GROUP PLC CUSIP G5279N105 | 5 266 524 | $107 mio. | 1.81% | — |
| ServiceTitan, Inc. Class A US:TTAN | 1 229 285 | $86.9 mio. | 1.47% | — |
| DoorDash, Inc. Class A US:DASH | 447 626 | $82.6 mio. | 1.40% | −1 146 374 |
| Advanced Micro Devices Inc US:AMD | 111 500 | $64.8 mio. | 1.10% | nova |
| Snowflake Inc. US:SNOW | 201 200 | $51.2 mio. | 0.87% | −333 800 |
| CIENA CORP US:CIEN | 89 000 | $43.7 mio. | 0.74% | nova |
| Coupang LLC US:CPNG | 2 088 200 | $36.3 mio. | 0.62% | nova |
| Monolithic Power Systems Inc US:MPWR | 18 300 | $25.3 mio. | 0.43% | nova |
| Cloudflare Inc US:NET | 100 800 | $24.7 mio. | 0.42% | nova |
| Chime Financial, Inc. Class… US:CHYM | 0 (bilo je 4 181 827) | — | — | prodana |
| Figma, Inc. US:FIG | 0 (bilo je 60 000) | — | — | prodana |
| Maplebear Inc. US:CART | 0 (bilo je 280 037) | — | — | prodana |
| Netskope Inc US:NTSK | 0 (bilo je 10 950 921) | — | — | prodana |
| Zillow Group Inc Class C US:Z | 0 (bilo je 1 264 900) | — | — | prodana |
| CREDO TECHNOLOGY GROUP HOLDI CUSIP G25457105 | 0 (bilo je 664 100) | — | — | prodana |
V podjetjih iz naše baze podatkov 1
| Podjetje | Delež | Delnice | Datum Poročila |
|---|---|---|---|
| Klarna Group plc | 1.4% | 5 266 524 | 2026-06-30 |
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