Scge Management as of March 31, 2018
Portfolio Holdings for Scge Management
Scge Management holds 19 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Shopify Inc cl a (SHOP) | 10.7 | $92M | 740k | 124.59 | |
| Facebook Inc cl a (META) | 9.8 | $85M | 530k | 159.79 | |
| Amazon (AMZN) | 9.2 | $80M | 55k | 1447.35 | |
| Alibaba Group Holding (BABA) | 8.4 | $73M | 396k | 183.54 | |
| Servicenow (NOW) | 8.2 | $70M | 425k | 165.45 | |
| Hubspot (HUBS) | 8.0 | $69M | 636k | 108.30 | |
| Paypal Holdings (PYPL) | 7.0 | $60M | 790k | 75.87 | |
| Applied Materials (AMAT) | 6.3 | $55M | 980k | 55.61 | |
| Baidu (BIDU) | 5.7 | $49M | 219k | 223.19 | |
| Activision Blizzard | 5.6 | $48M | 716k | 67.46 | |
| NVIDIA Corporation (NVDA) | 3.8 | $33M | 141k | 231.59 | |
| Mongodb Inc. Class A (MDB) | 3.3 | $29M | 658k | 43.40 | |
| Snap Inc cl a (SNAP) | 3.2 | $28M | 1.7M | 15.87 | |
| TAL Education (TAL) | 3.0 | $26M | 690k | 37.09 | |
| Bilibili Ads (BILI) | 2.5 | $22M | 2.0M | 11.00 | |
| Despegar Com Corp ord (DESP) | 2.0 | $17M | 547k | 31.25 | |
| Dropbox Inc-class A (DBX) | 1.8 | $16M | 500k | 31.25 | |
| Fossil (FOSL) | 1.0 | $8.3M | 650k | 12.70 | |
| Mimecast | 0.4 | $3.5M | 99k | 35.43 |
