Scge Management as of Sept. 30, 2018
Portfolio Holdings for Scge Management
Scge Management holds 19 positions in its portfolio as reported in the September 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Amazon (AMZN) | 11.4 | $135M | 68k | 2003.01 | |
Hubspot (HUBS) | 11.1 | $133M | 879k | 150.95 | |
Shopify Inc cl a (SHOP) | 8.7 | $103M | 627k | 164.46 | |
Servicenow (NOW) | 8.6 | $103M | 524k | 195.63 | |
Paypal Holdings (PYPL) | 8.1 | $96M | 1.1M | 87.84 | |
Mongodb Inc. Class A (MDB) | 7.2 | $86M | 1.1M | 81.55 | |
Twilio Inc cl a (TWLO) | 6.8 | $80M | 931k | 86.28 | |
NVIDIA Corporation (NVDA) | 6.5 | $78M | 276k | 281.02 | |
Activision Blizzard | 6.2 | $74M | 889k | 83.19 | |
Alibaba Group Holding (BABA) | 6.0 | $72M | 437k | 164.76 | |
Baidu (BIDU) | 5.8 | $69M | 300k | 228.68 | |
Facebook Inc cl a (META) | 5.5 | $66M | 400k | 164.46 | |
Mimecast | 3.4 | $40M | 960k | 41.88 | |
Shutterfly | 2.6 | $31M | 475k | 65.89 | |
Dropbox Inc-class A (DBX) | 1.1 | $13M | 500k | 26.83 | |
Arco Platform Cl A Ord | 0.6 | $6.8M | 300k | 22.80 | |
Despegar Com Corp ord (DESP) | 0.2 | $2.5M | 150k | 16.87 | |
Domo Cl B Ord (DOMO) | 0.1 | $1.5M | 70k | 21.46 | |
Pluralsight Inc Cl A | 0.0 | $320k | 10k | 32.00 |