Scge Management as of March 31, 2014
Portfolio Holdings for Scge Management
Scge Management holds 26 positions in its portfolio as reported in the March 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Crown Castle International | 8.5 | $63M | 850k | 73.78 | |
| Verisign (VRSN) | 7.8 | $58M | 1.1M | 53.91 | |
| Amazon (AMZN) | 7.8 | $57M | 170k | 336.36 | |
| 6.4 | $47M | 43k | 1114.52 | ||
| Grupo Televisa (TV) | 6.3 | $47M | 1.4M | 33.29 | |
| Zulily Inc cl a | 6.0 | $44M | 875k | 50.19 | |
| 58 Com Inc spon adr rep a | 5.9 | $44M | 1.0M | 41.63 | |
| Palo Alto Networks (PANW) | 5.6 | $41M | 600k | 68.60 | |
| Linkedin Corp | 5.4 | $40M | 215k | 184.94 | |
| Micron Technology (MU) | 4.8 | $36M | 1.5M | 23.66 | |
| Yandex Nv-a (YNDX) | 4.7 | $35M | 1.2M | 30.19 | |
| TAL Education (TAL) | 4.2 | $31M | 1.4M | 22.52 | |
| Equinix | 3.8 | $28M | 150k | 184.84 | |
| Textura | 3.6 | $26M | 1.0M | 25.21 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 3.0 | $22M | 150k | 149.30 | |
| American Tower Reit (AMT) | 2.9 | $21M | 260k | 81.87 | |
| Facebook Inc cl a (META) | 2.9 | $21M | 350k | 60.24 | |
| Veeva Sys Inc cl a (VEEV) | 2.4 | $18M | 675k | 26.70 | |
| New Oriental Education & Tech | 2.1 | $15M | 525k | 29.35 | |
| Trulia | 1.9 | $14M | 425k | 33.20 | |
| Pegasystems (PEGA) | 1.8 | $14M | 385k | 35.32 | |
| Nimble Storage | 1.0 | $7.6M | 201k | 37.89 | |
| 0.8 | $6.1M | 130k | 46.67 | ||
| Fireeye | 0.2 | $1.5M | 25k | 61.56 | |
| 21vianet Group (VNET) | 0.1 | $718k | 25k | 28.72 | |
| Barracuda Networks | 0.1 | $679k | 20k | 33.95 |
