Scge Management as of Sept. 30, 2014
Portfolio Holdings for Scge Management
Scge Management holds 27 positions in its portfolio as reported in the September 2014 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Zulily Inc cl a | 9.9 | $80M | 2.1M | 37.89 | |
Alibaba Group Holding (BABA) | 8.0 | $64M | 725k | 88.85 | |
Palo Alto Networks (PANW) | 7.3 | $59M | 600k | 98.10 | |
Linkedin Corp | 6.2 | $50M | 240k | 207.79 | |
Crown Castle International | 5.5 | $44M | 550k | 80.53 | |
Workday Inc cl a (WDAY) | 5.4 | $43M | 525k | 82.50 | |
Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 5.3 | $43M | 225k | 189.01 | |
Servicenow (NOW) | 5.2 | $42M | 720k | 58.78 | |
Verisign (VRSN) | 5.1 | $41M | 750k | 55.12 | |
Grupo Televisa (TV) | 5.0 | $41M | 1.2M | 33.88 | |
Micron Technology (MU) | 4.9 | $39M | 1.2M | 34.26 | |
TAL Education (TAL) | 4.3 | $35M | 1.0M | 34.94 | |
Amazon (AMZN) | 4.0 | $32M | 100k | 322.44 | |
58 Com Inc spon adr rep a | 3.8 | $31M | 825k | 37.25 | |
Veeva Sys Inc cl a (VEEV) | 2.9 | $24M | 835k | 28.17 | |
American Tower Reit (AMT) | 2.6 | $21M | 225k | 93.63 | |
Tableau Software Inc Cl A | 2.5 | $20M | 275k | 72.65 | |
2.3 | $19M | 32k | 588.41 | ||
Google Inc Class C | 2.0 | $17M | 29k | 577.37 | |
Pandora Media | 1.5 | $12M | 500k | 24.16 | |
Facebook Inc cl a (META) | 1.5 | $12M | 150k | 79.04 | |
CoStar (CSGP) | 1.4 | $12M | 75k | 155.55 | |
Opower | 1.2 | $9.4M | 500k | 18.86 | |
Arista Networks (ANET) | 1.1 | $8.6M | 97k | 88.33 | |
Tripadvisor (TRIP) | 0.6 | $4.6M | 50k | 91.42 | |
Cornerstone Ondemand | 0.3 | $2.6M | 75k | 34.41 | |
Mobileiron | 0.1 | $1.1M | 100k | 11.14 |