Scge Management as of Dec. 31, 2018
Portfolio Holdings for Scge Management
Scge Management holds 19 positions in its portfolio as reported in the December 2018 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Twilio Inc cl a (TWLO) | 13.2 | $150M | 1.7M | 89.30 | |
Servicenow (NOW) | 9.7 | $109M | 613k | 178.05 | |
Shopify Inc cl a (SHOP) | 9.6 | $109M | 787k | 138.45 | |
Hubspot (HUBS) | 8.7 | $98M | 783k | 125.73 | |
Microsoft Corporation (MSFT) | 8.0 | $90M | 890k | 101.57 | |
Mongodb Inc. Class A (MDB) | 7.8 | $88M | 1.1M | 83.74 | |
Paypal Holdings (PYPL) | 6.9 | $79M | 933k | 84.09 | |
Alibaba Group Holding (BABA) | 6.7 | $75M | 550k | 137.07 | |
Amazon (AMZN) | 6.3 | $71M | 48k | 1501.98 | |
Zendesk | 5.2 | $58M | 1.0M | 58.37 | |
Facebook Inc cl a (META) | 4.6 | $52M | 400k | 131.09 | |
Netflix (NFLX) | 4.5 | $51M | 189k | 267.66 | |
Mimecast | 3.7 | $42M | 1.3M | 33.63 | |
New Relic | 1.8 | $21M | 253k | 80.97 | |
Ringcentral (RNG) | 1.4 | $16M | 199k | 82.44 | |
Dropbox Inc-class A (DBX) | 0.9 | $10M | 500k | 20.43 | |
Arco Platform Cl A Ord | 0.6 | $6.6M | 300k | 22.12 | |
Despegar Com Corp ord (DESP) | 0.2 | $1.9M | 150k | 12.41 | |
Domo Cl B Ord (DOMO) | 0.1 | $1.4M | 70k | 19.63 |