Scge Management as of Dec. 31, 2021
Portfolio Holdings for Scge Management
Scge Management holds 35 positions in its portfolio as reported in the December 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Shopify Cl A (SHOP) | 14.0 | $1.2B | 894k | 1377.39 | |
Hubspot (HUBS) | 10.3 | $904M | 1.4M | 659.15 | |
Doordash Cl A (DASH) | 7.2 | $638M | 4.3M | 148.90 | |
Servicenow (NOW) | 6.1 | $541M | 833k | 649.11 | |
Microsoft Corporation (MSFT) | 6.1 | $540M | 1.6M | 336.32 | |
Twilio Cl A (TWLO) | 6.1 | $539M | 2.0M | 263.34 | |
Sea Sponsord Ads (SE) | 5.7 | $504M | 2.3M | 223.71 | |
Amazon (AMZN) | 5.4 | $475M | 143k | 3334.34 | |
Coupang Cl A (CPNG) | 4.8 | $420M | 14M | 29.38 | |
Nu Hldgs Ord Shs Cl A (NU) | 4.7 | $417M | 44M | 9.38 | |
Okta Cl A (OKTA) | 4.5 | $401M | 1.8M | 224.17 | |
Crowdstrike Hldgs Cl A (CRWD) | 3.4 | $297M | 1.5M | 204.75 | |
Ringcentral Cl A (RNG) | 3.2 | $282M | 1.5M | 187.35 | |
Airbnb Com Cl A (ABNB) | 3.2 | $280M | 1.7M | 166.49 | |
Sentinelone Cl A (S) | 2.9 | $259M | 5.1M | 50.49 | |
Snowflake Cl A (SNOW) | 2.8 | $245M | 722k | 338.75 | |
Confluent Class A Com (CFLT) | 2.4 | $215M | 2.8M | 76.24 | |
Robinhood Mkts Com Cl A (HOOD) | 1.5 | $129M | 7.2M | 17.76 | |
Applied Materials (AMAT) | 1.3 | $113M | 715k | 157.36 | |
Lam Research Corporation (LRCX) | 1.2 | $108M | 150k | 719.15 | |
Unity Software (U) | 1.2 | $105M | 737k | 142.99 | |
Five9 (FIVN) | 0.7 | $61M | 444k | 137.32 | |
Block Cl A (SQ) | 0.4 | $32M | 200k | 161.51 | |
Avidxchange Holdings (AVDX) | 0.3 | $31M | 2.0M | 15.06 | |
Carvana Cl A (CVNA) | 0.3 | $23M | 99k | 231.79 | |
Ncino | 0.1 | $9.6M | 176k | 54.86 | |
Freshworks Class A Com (FRSH) | 0.0 | $3.9M | 150k | 26.26 | |
Vtex Shs Cl A (VTEX) | 0.0 | $3.2M | 300k | 10.72 | |
Zoominfo Technologies Com Cl A (ZI) | 0.0 | $3.2M | 50k | 64.20 | |
Amplitude Com Cl A (AMPL) | 0.0 | $3.2M | 60k | 52.95 | |
Rivian Automotive Com Cl A (RIVN) | 0.0 | $2.1M | 20k | 103.70 | |
Affirm Hldgs Com Cl A (AFRM) | 0.0 | $2.0M | 20k | 100.55 | |
Qualtrics Intl Com Cl A | 0.0 | $1.4M | 40k | 35.40 | |
Kanzhun Sponsored Ads (BZ) | 0.0 | $349k | 10k | 34.90 | |
Oscar Health Cl A (OSCR) | 0.0 | $314k | 40k | 7.85 |