SCGE Management just filed its Q2 2026 13F. ๐
Managed by Scott C. Griffith ยท $5.9B across 21 holdings
๐ข Bought: $SPCX, $SNDK, $AMD, $CIEN +3 more
๐ด Sold: $DASH, $NTSK, $CHYM, $GOOGL +12 more
The full updated portfolio ๐
https://fundfollower.xyz/institution/scge-management
13F holdings are reported with up to a 45-day lag and cover long US equity positions only. Not investment advice.