Scge Management as of Sept. 30, 2013
Portfolio Holdings for Scge Management
Scge Management holds 23 positions in its portfolio as reported in the September 2013 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Verisign (VRSN) | 10.9 | $66M | 1.3M | 50.89 | |
Crown Castle International | 9.8 | $59M | 810k | 73.03 | |
Equinix | 9.5 | $57M | 310k | 183.65 | |
Yandex Nv-a (YNDX) | 9.1 | $55M | 1.5M | 36.42 | |
Grupo Televisa (TV) | 7.0 | $42M | 1.5M | 27.95 | |
6.9 | $42M | 48k | 875.92 | ||
21vianet Group (VNET) | 5.7 | $34M | 2.1M | 16.49 | |
Amazon (AMZN) | 5.2 | $31M | 100k | 312.64 | |
Pandora Media | 5.0 | $30M | 1.2M | 25.13 | |
Pegasystems (PEGA) | 4.6 | $28M | 700k | 39.81 | |
Sensata Technologies Hldg Bv | 3.8 | $23M | 600k | 38.27 | |
American Tower Reit (AMT) | 3.2 | $19M | 260k | 74.13 | |
Tibco Software | 3.2 | $19M | 750k | 25.59 | |
Micron Technology (MU) | 2.9 | $18M | 1.0M | 17.47 | |
TAL Education (TAL) | 2.8 | $17M | 1.2M | 14.50 | |
Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 2.8 | $17M | 300k | 56.80 | |
Red Hat | 1.9 | $12M | 250k | 46.14 | |
SolarWinds | 1.5 | $8.8M | 250k | 35.06 | |
CoStar (CSGP) | 1.4 | $8.4M | 50k | 167.92 | |
Tableau Software Inc Cl A | 1.2 | $7.1M | 100k | 71.24 | |
Palo Alto Networks (PANW) | 0.7 | $4.0M | 111k | 35.82 | |
RealPage | 0.6 | $3.5M | 151k | 23.11 | |
iSoftStone Holdings | 0.2 | $1.3M | 271k | 4.92 |