Scge Management as of Sept. 30, 2012
Portfolio Holdings for Scge Management
Scge Management holds 20 positions in its portfolio as reported in the September 2012 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Verisign (VRSN) | 12.0 | $38M | 775k | 48.69 | |
Yandex Nv-a (YNDX) | 10.8 | $34M | 1.4M | 24.15 | |
Pegasystems (PEGA) | 10.4 | $33M | 1.1M | 29.04 | |
10.3 | $32M | 43k | 754.51 | ||
Riverbed Technology | 8.5 | $27M | 1.2M | 23.28 | |
LogMeIn | 8.0 | $25M | 1.1M | 22.43 | |
K12 | 7.4 | $23M | 1.2M | 20.20 | |
Universal Display Corporation (OLED) | 5.2 | $16M | 475k | 34.33 | |
21vianet Group (VNET) | 4.9 | $16M | 1.3M | 11.54 | |
Ezchip Semiconductor Lt | 4.9 | $15M | 500k | 30.59 | |
iSoftStone Holdings | 3.3 | $10M | 1.9M | 5.33 | |
Linkedin Corp | 2.9 | $9.0M | 75k | 120.40 | |
Servicenow (NOW) | 2.5 | $7.7M | 200k | 38.68 | |
Informatica Corporation | 2.2 | $7.0M | 200k | 34.85 | |
Palo Alto Networks (PANW) | 1.9 | $6.0M | 111k | 54.19 | |
TAL Education (TAL) | 1.4 | $4.5M | 548k | 8.30 | |
Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 1.4 | $4.5M | 600k | 7.50 | |
Tempur-Pedic International (TPX) | 0.9 | $3.0M | 100k | 29.89 | |
Rpx Corp | 0.8 | $2.6M | 230k | 11.20 | |
Jive Software | 0.1 | $393k | 25k | 15.72 |