Scge Management

Scge Management as of June 30, 2014

Portfolio Holdings for Scge Management

Scge Management holds 26 positions in its portfolio as reported in the June 2014 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Zulily Inc cl a 9.3 $76M 1.9M 40.95
Verisign (VRSN) 7.8 $64M 1.3M 48.81
58 Com Inc spon adr rep a 6.9 $57M 1.1M 54.06
Crown Castle International 6.4 $52M 700k 74.26
Palo Alto Networks (PANW) 6.2 $50M 600k 83.85
Veeva Sys Inc cl a (VEEV) 6.2 $50M 2.0M 25.45
Grupo Televisa (TV) 5.2 $43M 1.3M 34.31
Linkedin Corp 5.0 $41M 240k 171.47
TAL Education (TAL) 5.0 $41M 1.5M 27.50
Amazon (AMZN) 4.8 $39M 120k 324.78
Micron Technology (MU) 4.6 $38M 1.2M 32.95
American Tower Reit (AMT) 4.4 $36M 400k 89.98
Equinix 4.1 $34M 160k 210.09
Depository Vipshop Holdings Ltd - Ads receipt (VIPS) 3.4 $28M 150k 187.74
Google 3.3 $27M 47k 584.67
Workday Inc cl a (WDAY) 3.3 $27M 300k 89.86
Google Inc Class C 3.1 $25M 44k 575.29
Jumei Intl Hldg Ltd Sponsored 2.8 $23M 850k 27.20
Tableau Software Inc Cl A 2.8 $23M 315k 71.33
Facebook Inc cl a (META) 1.2 $10M 150k 67.29
New Oriental Education & Tech 1.2 $10M 375k 26.57
Opower 1.1 $9.0M 480k 18.85
Pandora Media 0.8 $6.5M 220k 29.50
Arista Networks (ANET) 0.7 $6.1M 97k 62.39
CoStar (CSGP) 0.3 $2.4M 15k 158.20
Mobileiron 0.1 $952k 100k 9.52