13F Insight
DOSSIER · 13F-HR · Q2 2026

SCP Investment, LP

$108M in tracked AUM across 47 positions as of Q2 2026.

SI
CIK 0001730961 · last filed Jun 30, 2026
Total AUM
$108M
as of Q2 2026
Holdings
47
—
positions
Whale Score
64
64
tracked
Activity
—
no data
changes this Q
AI Analysis · Q2 2026

SCP Investment, LP filed its latest 13F-HR for Q2 2026. See the latest holdings and position changes below.

Quarter at a glance — Q2 2026

Position-change comparison pending.

No quarter-over-quarter changes available.

Top 10 holdings

By portfolio weight as of Q2 2026.

#HoldingValueSharesWeight
01
GOOGL
ALPHABET INC
$15M43K14.0%02
UBER
UBER TECHNOLOGIES INC
$11M148K9.8%03
M2029K104
BIRKENSTOCK HOLDING PLC
$9M215K8.5%04
BX
BLACKSTONE INC
$6M55K6.0%05
XLV
SELECT SECTOR SPDR TR
$6M40K5.9%06
AMZN
AMAZON COM INC
$6M25K5.5%07
ADBE
ADOBE INC
$5M24K4.5%08
M5216V106
GLOBAL E ONLINE LTD
$3M90K2.9%09
AAPL
APPLE INC
$3M10K2.7%10
VNOM
VIPER ENERGY INC
$3M64K2.5%

Filing history

2026Q2Jun 30
$108M▲ 20.2%
47 positionsView →2026Q1Mar 31
$90M▼ 26.3%
48 positionsView →2025Q4Dec 31
$122M▼ 1.3%
75 positionsView →2025Q3Sep 30
$124M▼ 0.4%
71 positionsView →2025Q2Jun 30
$125M▲ 6.2%
73 positionsLocked2025Q1Mar 31
$117M▼ 10.4%
77 positionsLocked2024Q4Dec 31
$131M▼ 4.8%
72 positionsLocked2024Q3Sep 30
$137M▼ 12.5%
66 positionsLocked2024Q2Jun 30
$157M▼ 1.2%
73 positionsLocked2024Q1Mar 31
$159M▲ 20.3%
71 positionsLocked2023Q4Dec 31
$132M▲ 0.5%
66 positionsLocked2023Q3Sep 30
$132M▲ 6.4%
61 positionsLocked
Showing 12 of 33