Scge Management as of June 30, 2013
Portfolio Holdings for Scge Management
Scge Management holds 21 positions in its portfolio as reported in the June 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Verisign (VRSN) | 12.3 | $56M | 1.3M | 44.66 | |
Crown Castle International | 11.6 | $53M | 725k | 72.39 | |
Yandex Nv-a (YNDX) | 10.0 | $45M | 1.6M | 27.65 | |
9.2 | $42M | 48k | 880.38 | ||
Equinix | 6.9 | $31M | 170k | 184.72 | |
Amazon (AMZN) | 5.8 | $26M | 95k | 277.69 | |
Sensata Technologies Hldg Bv | 5.4 | $24M | 700k | 34.90 | |
21vianet Group (VNET) | 5.3 | $24M | 2.1M | 11.33 | |
Nielsen Holdings Nv | 5.2 | $24M | 700k | 33.59 | |
Pegasystems (PEGA) | 5.1 | $23M | 700k | 33.12 | |
Tibco Software | 4.2 | $19M | 880k | 21.40 | |
CoStar (CSGP) | 3.6 | $16M | 125k | 129.07 | |
Pandora Media | 3.2 | $15M | 800k | 18.40 | |
TAL Education (TAL) | 2.3 | $11M | 1.0M | 10.48 | |
iSoftStone Holdings | 2.0 | $9.3M | 1.8M | 5.16 | |
Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 1.9 | $8.7M | 300k | 29.16 | |
Workday Inc cl a (WDAY) | 1.8 | $8.0M | 125k | 64.09 | |
Tableau Software Inc Cl A | 1.2 | $5.5M | 100k | 55.42 | |
Riverbed Technology | 1.2 | $5.4M | 350k | 15.56 | |
Palo Alto Networks (PANW) | 1.0 | $4.7M | 111k | 42.16 | |
Grupo Televisa (TV) | 0.6 | $2.5M | 100k | 24.84 |