Scge Management

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