Scge Management as of Dec. 31, 2020
Portfolio Holdings for Scge Management
Scge Management holds 31 positions in its portfolio as reported in the December 2020 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Shopify Cl A (SHOP) | 11.8 | $1.0B | 894k | 1131.95 | |
Twilio Cl A (TWLO) | 11.0 | $942M | 2.8M | 338.50 | |
Doordash Cl A (DASH) | 7.1 | $612M | 4.3M | 142.75 | |
Ringcentral Cl A (RNG) | 6.6 | $570M | 1.5M | 378.97 | |
Hubspot (HUBS) | 6.5 | $558M | 1.4M | 396.44 | |
Servicenow (NOW) | 5.3 | $459M | 833k | 550.43 | |
Sea Sponsord Ads (SE) | 5.2 | $449M | 2.3M | 199.05 | |
Paypal Holdings (PYPL) | 4.9 | $421M | 1.8M | 234.20 | |
Okta Cl A (OKTA) | 4.6 | $397M | 1.6M | 254.26 | |
Amazon (AMZN) | 4.6 | $393M | 121k | 3256.93 | |
Pinduoduo Sponsored Ads (PDD) | 4.5 | $384M | 2.2M | 177.67 | |
Microsoft Corporation (MSFT) | 4.1 | $357M | 1.6M | 222.42 | |
Crowdstrike Hldgs Cl A (CRWD) | 3.6 | $307M | 1.5M | 211.82 | |
Facebook Cl A (META) | 3.0 | $259M | 947k | 273.16 | |
Airbnb Com Cl A (ABNB) | 2.9 | $247M | 1.7M | 146.80 | |
Docusign (DOCU) | 2.7 | $232M | 1.0M | 222.30 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 2.5 | $215M | 925k | 232.73 | |
Snowflake Cl A (SNOW) | 2.4 | $203M | 722k | 281.40 | |
Unity Software (U) | 1.8 | $154M | 1.0M | 153.47 | |
Medallia | 1.6 | $136M | 4.1M | 33.22 | |
Zoom Video Communications In Cl A (ZM) | 1.4 | $118M | 350k | 337.32 | |
Five9 (FIVN) | 0.9 | $77M | 444k | 174.40 | |
Square Cl A (SQ) | 0.5 | $44M | 200k | 217.64 | |
Bigcommerce Hldgs Com Ser 1 (BIGC) | 0.2 | $16M | 255k | 64.15 | |
Vasta Platform Cl A (VSTA) | 0.2 | $15M | 1.0M | 14.50 | |
Ncino | 0.1 | $13M | 176k | 72.41 | |
Ke Hldgs Sponsored Ads (BEKE) | 0.1 | $7.1M | 116k | 61.54 | |
Zoominfo Technologies Com Cl A (ZI) | 0.0 | $2.4M | 50k | 48.24 | |
Sumo Logic Ord | 0.0 | $1.9M | 65k | 28.58 | |
Bill Com Holdings Ord (BILL) | 0.0 | $1.6M | 12k | 136.52 | |
Rackspace Technology (RXT) | 0.0 | $1.1M | 60k | 19.05 |