Scge Management as of March 31, 2019
Portfolio Holdings for Scge Management
Scge Management holds 18 positions in its portfolio as reported in the March 2019 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Twilio Inc cl a (TWLO) | 13.5 | $217M | 1.7M | 129.18 | |
Shopify Inc cl a (SHOP) | 10.1 | $163M | 787k | 206.62 | |
Servicenow (NOW) | 9.4 | $151M | 613k | 246.49 | |
Hubspot (HUBS) | 8.3 | $133M | 799k | 166.21 | |
Mongodb Inc. Class A (MDB) | 8.0 | $129M | 874k | 147.02 | |
Microsoft Corporation (MSFT) | 6.5 | $105M | 890k | 117.94 | |
Paypal Holdings (PYPL) | 6.5 | $104M | 998k | 103.84 | |
Alibaba Group Holding (BABA) | 6.3 | $100M | 550k | 182.45 | |
Zendesk | 5.3 | $85M | 1.0M | 85.00 | |
Amazon (AMZN) | 5.3 | $85M | 48k | 1780.76 | |
Facebook Inc cl a (META) | 5.2 | $83M | 500k | 166.69 | |
Netflix (NFLX) | 4.2 | $68M | 189k | 356.56 | |
Ringcentral (RNG) | 3.0 | $48M | 449k | 107.80 | |
Pinduoduo (PDD) | 3.0 | $47M | 1.9M | 24.80 | |
Mimecast | 2.8 | $46M | 960k | 47.35 | |
Okta Inc cl a (OKTA) | 1.8 | $29M | 351k | 82.73 | |
Arco Platform Cl A Ord | 0.6 | $9.7M | 300k | 32.29 | |
Despegar Com Corp ord (DESP) | 0.1 | $2.2M | 150k | 14.90 |