Scge Management as of Sept. 30, 2020
Portfolio Holdings for Scge Management
Scge Management holds 31 positions in its portfolio as reported in the September 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Shopify Cl A (SHOP) | 14.2 | $915M | 894k | 1022.97 | |
Twilio Cl A (TWLO) | 10.7 | $688M | 2.8M | 247.09 | |
Ringcentral Cl A (RNG) | 6.4 | $413M | 1.5M | 274.61 | |
Hubspot (HUBS) | 6.4 | $412M | 1.4M | 292.23 | |
Servicenow (NOW) | 6.3 | $404M | 833k | 485.00 | |
Amazon (AMZN) | 5.7 | $365M | 116k | 3148.73 | |
Paypal Holdings (PYPL) | 5.4 | $349M | 1.8M | 197.03 | |
Sea Sponsord Ads (SE) | 5.3 | $338M | 2.2M | 154.04 | |
Okta Cl A (OKTA) | 5.2 | $334M | 1.6M | 213.85 | |
Microsoft Corporation (MSFT) | 4.9 | $314M | 1.5M | 210.33 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 4.2 | $272M | 925k | 293.98 | |
Facebook Cl A (META) | 4.2 | $268M | 1.0M | 261.90 | |
Docusign (DOCU) | 2.8 | $182M | 845k | 215.24 | |
Snowflake Cl A (SNOW) | 2.8 | $181M | 722k | 251.00 | |
Zoom Video Communications In Cl A (ZM) | 2.6 | $165M | 350k | 470.11 | |
Pinduoduo Sponsored Ads (PDD) | 2.5 | $160M | 2.2M | 74.15 | |
Crowdstrike Hldgs Cl A (CRWD) | 2.1 | $135M | 980k | 137.32 | |
Msci (MSCI) | 1.9 | $121M | 339k | 356.78 | |
Medallia | 1.8 | $112M | 4.1M | 27.42 | |
Chegg (CHGG) | 1.4 | $88M | 1.2M | 71.44 | |
Unity Software (U) | 1.4 | $87M | 1.0M | 87.28 | |
Five9 (FIVN) | 0.9 | $58M | 444k | 129.68 | |
Bilibili Spons Ads Rep Z (BILI) | 0.3 | $21M | 500k | 41.60 | |
Vasta Platform Cl A (VSTA) | 0.2 | $15M | 1.0M | 15.43 | |
Ncino | 0.2 | $14M | 176k | 79.68 | |
Bigcommerce Hldgs Com Ser 1 (BIGC) | 0.1 | $4.2M | 50k | 83.30 | |
Zoominfo Technologies Com Cl A (ZI) | 0.0 | $2.2M | 50k | 43.00 | |
Sumo Logic Ord | 0.0 | $1.4M | 65k | 21.80 | |
Rackspace Technology (RXT) | 0.0 | $1.2M | 60k | 19.29 | |
Bill Com Holdings Ord (BILL) | 0.0 | $1.2M | 12k | 100.35 | |
Ke Hldgs Sponsored Ads (BEKE) | 0.0 | $956k | 16k | 61.31 |