SCGE Management Long / Short SCGE Management · Filed 2026-08-14 · CIK 0001537530 · Q2 2026
Form ADV discretionary AUM, 2026-10-02i
$10.40B
13F Equity Value
$5.90B
As of Q2 2026
13F long book at a glance — % of AUM
SPCX · 28%
NVDA
+11 more
NON-13F · 43%
Holdings Activity Buys Sells History
% of AUMRECOMMENDED % of 13F
# Holding⇕ , sortable Ticker⇕ , sortable Value AUTO FULL K M B
% of AUM↓ , sorted descending # Shares Chg Shares⇕ , sortable % Chg⇕ , sortable % Out⇕ , sortable Source Weight 1 SPACE EXPLORATION TECHN CORP HIST SPCX $ 2.90B
27.9% 16,981,350 +16,981,350 NEW 0.35% 13F 2 NVDA $ 0.48B
4.6% 2,374,600 (659,100) (21.7%) 0.01% 13F 3 GOOGL $ 0.40B
3.8% 1,114,200 (488,800) (30.5%) 0.01% 13F 4 AMZN $ 0.26B
2.5% 1,079,500 (99,100) (8.4%) 0.01% 13F 5 MSFT $ 0.24B
2.3% 633,300 (129,600) (17.0%) 0.01% 13F 6 ASML $ 0.21B
2.0% 106,700 (30,500) (22.2%) 0.03% 13F 7 AVGO $ 0.18B
1.8% 486,400 (306,300) (38.6%) 0.01% 13F 8 SNDK $ 0.17B
1.7% 75,800 +12,900 +20.5% 0.05% 13F 9 SE $ 0.17B
1.6% 1,775,000 — — 0.30% 13F 10 TSLA $ 0.13B
1.2% 308,800 (62,800) (16.9%) 0.01% 13F 11 META $ 0.13B
1.2% 222,600 (34,200) (13.3%) 0.01% 13F 12 NOW $ 0.11B
1.1% 1,135,000 — — 0.11% 13F 13 KLAR $ 0.11B
1.0% 5,266,524 — — 1.40% 13F 14 TTAN $ 0.09B
0.8% 1,229,285 — — 1.29% 13F 15 DASH $ 0.08B
0.8% 447,626 (1,146,374) (71.9%) 0.10% 13F 16 ADVANCED MICRO DEVICES INC HIST AMD $ 0.06B
0.6% 111,500 +111,500 NEW 0.01% 13F 17 SNOW $ 0.05B
0.5% 201,200 (333,800) (62.4%) 0.06% 13F 18 CIEN $ 0.04B
0.4% 89,000 +89,000 NEW 0.06% 13F 19 CPNG $ 0.04B
0.3% 2,088,200 +2,088,200 NEW 0.12% 13F 20 MONOLITHIC PWR SYS INC HIST MPWR $ 0.03B
0.2% 18,300 +18,300 NEW 0.04% 13F 21 NET $ 0.02B
0.2% 100,800 +100,800 NEW 0.03% 13F Positions are primarily from the latest 13F-HR. Schedule 13D/13G filings (>5% stakes) are merged in when present; they report shares and percent of class but not dollar value. Chg Shares is the absolute change vs the same position in the prior quarter's 13F. % Out is position shares ÷ issuer shares outstanding (from the issuer's latest XBRL cover-page figure; weighted-average basic shares as a fallback), or the percent of class reported on a 13D/13G. Where a figure can't be sourced from a filing it shows “—” — never an estimate.
Rockwood Research · Holdings data is sourced from SEC EDGAR 13F-HR filings and XBRL company facts. Capital denominators are reported facts (Form ADV discretionary AUM, total investment portfolio, or shareholders' equity) or omitted, and labelled by source. 13F filings disclose long US-listed equity positions only, on a ~45 day lag. Built with AI and not hand-checked figure-by-figure — verify against the linked filings. Nothing here is investment advice.
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