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 | |
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 |