SCP Investment, LP
SCP Investment, LP reported 47 positions worth $108.5M as of June 30, 2026 (13F filed August 7, 2026). Largest holding: GOOGL (14.0%).
| # | Symbol | Company | Type | Value ↓ | % Port. | Shares | 1Y | YTD |
|---|---|---|---|---|---|---|---|---|
| ▸ 1 | GOOGL | SH | $15.2M | 14.00% | 42,500 | — | — | |
| ▸ 2 | UBER | SH | $10.6M | 9.81% | 147,500 | — | — | |
| ▸ 3 | BIRK | SH | $9.3M | 8.53% | 215,000 | — | — | |
| ▸ 4 | BX | SH | $6.5M | 5.97% | 55,000 | — | — | |
| ▸ 5 | XLV | SH | $6.3M | 5.85% | 40,000 | — | — | |
| ▸ 6 | AMZN | SH | $6.0M | 5.49% | 25,000 | — | — | |
| ▸ 7 | ADBE | SH | $4.9M | 4.54% | 24,000 | — | — | |
| ▸ 8 | GLBE | SH | $3.1M | 2.88% | 90,000 | — | — | |
| ▸ 9 | AAPL | SH | $2.9M | 2.67% | 10,000 | — | — | |
| ▸ 10 | VNOM | SH | $2.7M | 2.49% | 63,600 | — | — |
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Frequently Asked Questions
What stocks does SCP Investment, LP hold as of Q2 2026?
SCP Investment, LP reported 47 positions worth $108.5M in its Q2 2026 13F filing. Largest positions: GOOGL (14.0%), UBER (9.8%), BIRK (8.5%), BX (6.0%) and XLV (5.9%).
What did SCP Investment, LP buy in Q2 2026?
No previous quarter is available yet; the comparison appears with the next filing.
What did SCP Investment, LP sell in Q2 2026?
No previous quarter is available yet.
13F data shows quarter-end positions, is delayed by up to 45 days and covers only long positions in US-listed securities; short positions, most derivatives and non-US assets are not reported.