SCGE MANAGEMENT
Latest statistics and disclosures from SCGE MANAGEMENT's latest quarterly 13F-HR filing:
- Top 5 stock holdings are VRSN, GOOG, Nielsen Holdings Nv, Yandex Nv-a, RVBD. These five stock positions account for 47.44% of SCGE MANAGEMENT's total stock portfolio.
- Added to shares of Nielsen Holdings Nv (+$32.24M), VRSN (+$20.09M), Sensata Technologies Hldg Bv (+$18.08M), CCI (+$17.41M), EQIX (+$16.22M), TIBX (+$16.18M), AMZN (+$13.32M), Facebook Inc cl a (+$7.67M), Yelp Inc cl a (+$7.11M), RVBD (+$6.71M).
- Started new stock positions in AMZN, TIBX, Facebook Inc cl a, CCI, Sensata Technologies Hldg Bv, EQIX, Yelp Inc cl a, Nielsen Holdings Nv.
- Reduced shares in these stocks: LOGM (-$25.23M), PANL (-$16.31M), Ezchip Semiconductor Lt (-$15.29M), LRN (-$12.05M), Depository Vipshop Holdings Ltd - Ads receipt (-$9.11M), Linkedin (-$9.03M), PEGA (-$8.56M), Yandex Nv-a (-$8.10M), INFA (-$6.97M), TPX.
- Sold out of its positions in INFA, Jive Software, Linkedin, LOGM, Rpx, TPX, PANL, Ezchip Semiconductor Lt.
- As of March 31, 2013, SCGE MANAGEMENT has $360.20M in assets under management (AUM). Assets under management grew from a total value of $313.96M to $360.20M.
- Independent of market fluctuations, SCGE MANAGEMENT was a net buyer by $42.88M worth of stocks in the most recent quarter.
SCGE MANAGEMENT portfolio companies for quarter ending March 2013
| Ticker | Name | Portfolio Weight | Change | Share Count | Price | Last Trade |
|---|---|---|---|---|---|---|
| VRSN | Verisign | 15.75 | +54.00% | 1200000 | 47.27 | 45.26 |
| GOOG | 9.37 | 42500 | 794.19 | 901.00 | ||
| Nielsen Holdings Nv | 8.95 | NEW | 900000 | 35.82 | 0.00 | |
| Yandex Nv-a | 6.75 | -25.00% | 1050000 | 23.14 | 0.00 | |
| RVBD | Riverbed Technology | 6.63 | +39.00% | 1600000 | 14.92 | 16.65 |
| PEGA | Pegasystems | 6.39 | -27.00% | 820000 | 28.08 | 32.67 |
| Sensata Technologies Hldg Bv | 5.02 | NEW | 550000 | 32.87 | 0.00 | |
| CCI | Crown Castle International | 4.83 | NEW | 250000 | 69.64 | 71.03 |
| 21vianet | 4.62 | +32.00% | 1770857 | 9.40 | 0.00 | |
| EQIX | Equinix | 4.50 | NEW | 75000 | 216.31 | 189.79 |
| TIBX | Tibco Software | 4.49 | NEW | 800000 | 20.22 | 21.63 |
| LRN | K12 | 4.35 | -43.00% | 650000 | 24.11 | 27.26 |
| AMZN | Amazon | 3.70 | NEW | 50000 | 266.50 | 281.97 |
| ISS | iSoftStone Holdings | 2.69 | +3.00% | 1984800 | 4.89 | 5.29 |
| Depository Vipshop Holdings Ltd - Ads receipt | 2.53 | -50.00% | 300000 | 30.37 | 0.00 | |
| Facebook Inc cl a | 2.13 | NEW | 300000 | 25.58 | 0.00 | |
| Servicenow | 2.01 | 200000 | 36.20 | 0.00 | ||
| Yelp Inc cl a | 1.97 | NEW | 300000 | 23.71 | 0.00 | |
| Palo Alto Networks | 1.74 | 110677 | 56.60 | 0.00 | ||
| XRS | TAL Education | 1.57 | +10.00% | 603000 | 9.37 | 10.23 |
Past 13F-HR SEC Filings for SCGE MANAGEMENT
- SCGE MANAGEMENT 2012 Q3 - filed Nov. 14, 2012
- SCGE MANAGEMENT 2012 Q2 - filed Aug. 14, 2012
- SCGE MANAGEMENT 2012 Q1 - filed May 15, 2012
- SCGE MANAGEMENT 2011 Q4 amended - filed April 12, 2012
- SCGE MANAGEMENT 2011 Q4 - filed Feb. 14, 2012