SCP Investment, LP — 13F holdings

SCP Investment, LP reported 47 holdings worth $108M in its 13F filing for Q2 2026, filed August 7, 2026.

Largest positions

1. GOOGL ALPHABET INC — $15.2M (14.0%)
2. UBER UBER TECHNOLOGIES INC — $10.6M (9.8%)
3. BIRK BIRKENSTOCK HOLDING PLC — $9.25M (8.5%)
4. BX Blackstone Inc — $6.47M (6.0%)
5. XLV SELECT SECTOR SPDR TR — $6.35M (5.9%)
6. AMZN AMAZON COM INC — $5.96M (5.5%)
7. ADBE ADOBE INC — $4.92M (4.5%)
8. GLBE GLOBAL E ONLINE LTD — $3.13M (2.9%)
9. AAPL APPLE INC — $2.89M (2.7%)
10. VNOM VIPER ENERGY INC — $2.70M (2.5%)