Scge Management as of March 31, 2013
Portfolio Holdings for Scge Management
Scge Management holds 20 positions in its portfolio as reported in the March 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Verisign (VRSN) | 15.8 | $57M | 1.2M | 47.27 | |
9.4 | $34M | 43k | 794.19 | ||
Nielsen Holdings Nv | 8.9 | $32M | 900k | 35.82 | |
Yandex Nv-a (YNDX) | 6.8 | $24M | 1.1M | 23.14 | |
Riverbed Technology | 6.6 | $24M | 1.6M | 14.92 | |
Pegasystems (PEGA) | 6.4 | $23M | 820k | 28.08 | |
Sensata Technologies Hldg Bv | 5.0 | $18M | 550k | 32.87 | |
Crown Castle International | 4.8 | $17M | 250k | 69.64 | |
21vianet Group (VNET) | 4.6 | $17M | 1.8M | 9.40 | |
Equinix | 4.5 | $16M | 75k | 216.31 | |
Tibco Software | 4.5 | $16M | 800k | 20.22 | |
K12 | 4.3 | $16M | 650k | 24.11 | |
Amazon (AMZN) | 3.7 | $13M | 50k | 266.50 | |
iSoftStone Holdings | 2.7 | $9.7M | 2.0M | 4.89 | |
Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 2.5 | $9.1M | 300k | 30.37 | |
Facebook Inc cl a (META) | 2.1 | $7.7M | 300k | 25.58 | |
Servicenow (NOW) | 2.0 | $7.2M | 200k | 36.20 | |
Yelp Inc cl a (YELP) | 2.0 | $7.1M | 300k | 23.71 | |
Palo Alto Networks (PANW) | 1.7 | $6.3M | 111k | 56.60 | |
TAL Education (TAL) | 1.6 | $5.7M | 603k | 9.37 |