Scge Management as of June 30, 2021
Portfolio Holdings for Scge Management
Scge Management holds 40 positions in its portfolio as reported in the June 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Shopify Cl A (SHOP) | 12.2 | $1.3B | 894k | 1460.98 | |
Twilio Cl A (TWLO) | 10.3 | $1.1B | 2.8M | 394.16 | |
Hubspot (HUBS) | 7.7 | $821M | 1.4M | 582.72 | |
Doordash Cl A (DASH) | 7.2 | $764M | 4.3M | 178.33 | |
Sea Sponsord Ads (SE) | 5.8 | $619M | 2.3M | 274.60 | |
Coupang Cl A (CPNG) | 5.6 | $598M | 14M | 41.82 | |
Paypal Holdings (PYPL) | 4.9 | $524M | 1.8M | 291.48 | |
Servicenow (NOW) | 4.3 | $458M | 833k | 549.55 | |
Okta Cl A (OKTA) | 4.1 | $437M | 1.8M | 244.68 | |
Ringcentral Cl A (RNG) | 4.1 | $437M | 1.5M | 290.58 | |
Microsoft Corporation (MSFT) | 4.1 | $435M | 1.6M | 270.90 | |
Amazon (AMZN) | 3.9 | $416M | 121k | 3440.16 | |
Crowdstrike Hldgs Cl A (CRWD) | 3.4 | $364M | 1.5M | 251.31 | |
Docusign (DOCU) | 3.3 | $351M | 1.3M | 279.57 | |
Pinduoduo Sponsored Ads (PDD) | 2.6 | $275M | 2.2M | 127.02 | |
Airbnb Com Cl A (ABNB) | 2.4 | $258M | 1.7M | 153.14 | |
Sentinelone Cl A (S) | 1.9 | $206M | 4.9M | 42.50 | |
Snowflake Cl A (SNOW) | 1.6 | $175M | 722k | 241.80 | |
Facebook Cl A (META) | 1.6 | $169M | 485k | 347.71 | |
Medallia | 1.3 | $138M | 4.1M | 33.75 | |
Zoom Video Communications In Cl A (ZM) | 1.3 | $136M | 350k | 387.03 | |
Unity Software (U) | 1.0 | $110M | 1.0M | 109.83 | |
Applied Materials (AMAT) | 1.0 | $102M | 715k | 142.40 | |
Lam Research Corporation (LRCX) | 0.9 | $98M | 150k | 650.70 | |
Five9 (FIVN) | 0.8 | $81M | 444k | 183.39 | |
Confluent Class A Com (CFLT) | 0.7 | $77M | 1.6M | 47.50 | |
Uipath Cl A (PATH) | 0.6 | $64M | 942k | 67.93 | |
Ke Hldgs Sponsored Ads (BEKE) | 0.6 | $64M | 1.3M | 47.68 | |
Square Cl A (SQ) | 0.5 | $49M | 200k | 243.80 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $18M | 78k | 226.78 | |
Ncino | 0.1 | $11M | 176k | 59.92 | |
Vasta Platform Cl A (VSTA) | 0.1 | $8.1M | 1.0M | 8.12 | |
Bigcommerce Hldgs Com Ser 1 (BIGC) | 0.0 | $3.2M | 50k | 64.92 | |
Zoominfo Technologies Com Cl A (ZI) | 0.0 | $2.6M | 50k | 52.18 | |
Bill Com Holdings Ord (BILL) | 0.0 | $2.1M | 12k | 183.22 | |
Qualtrics Intl Com Cl A | 0.0 | $1.5M | 40k | 38.25 | |
Affirm Hldgs Com Cl A (AFRM) | 0.0 | $1.3M | 20k | 67.35 | |
Sumo Logic Ord | 0.0 | $1.3M | 65k | 20.65 | |
Oscar Health Cl A (OSCR) | 0.0 | $860k | 40k | 21.50 | |
Kanzhun Sponsored Ads (BZ) | 0.0 | $397k | 10k | 39.70 |