Scge Management as of March 31, 2022
Portfolio Holdings for Scge Management
Scge Management holds 34 positions in its portfolio as reported in the March 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Hubspot (HUBS) | 10.8 | $702M | 1.5M | 474.94 | |
Shopify Cl A (SHOP) | 9.7 | $630M | 932k | 675.96 | |
Servicenow (NOW) | 8.0 | $521M | 935k | 556.89 | |
Doordash Cl A (DASH) | 7.8 | $502M | 4.3M | 117.19 | |
Microsoft Corporation (MSFT) | 7.6 | $495M | 1.6M | 308.31 | |
Amazon (AMZN) | 7.2 | $465M | 143k | 3259.95 | |
Nu Hldgs Ord Shs Cl A (NU) | 5.3 | $343M | 44M | 7.72 | |
Airbnb Com Cl A (ABNB) | 4.5 | $289M | 1.7M | 171.76 | |
Sea Sponsord Ads (SE) | 4.2 | $270M | 2.3M | 119.79 | |
Okta Cl A (OKTA) | 4.2 | $270M | 1.8M | 150.96 | |
Crowdstrike Hldgs Cl A (CRWD) | 4.1 | $265M | 1.2M | 227.08 | |
Twilio Cl A (TWLO) | 3.4 | $218M | 1.3M | 164.81 | |
Snowflake Cl A (SNOW) | 2.6 | $165M | 722k | 229.13 | |
Ringcentral Cl A (RNG) | 2.5 | $164M | 1.4M | 117.21 | |
Sentinelone Cl A (S) | 2.4 | $153M | 3.9M | 38.74 | |
Zscaler Incorporated (ZS) | 2.2 | $142M | 588k | 241.28 | |
Atlassian Corp Cl A | 2.1 | $137M | 467k | 293.83 | |
Five9 (FIVN) | 2.1 | $135M | 1.2M | 110.40 | |
Confluent Class A Com (CFLT) | 1.8 | $116M | 2.8M | 41.00 | |
Datadog Cl A Com (DDOG) | 1.7 | $112M | 738k | 151.47 | |
Qualtrics Intl Com Cl A | 1.5 | $98M | 3.4M | 28.55 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.4 | $91M | 250k | 362.54 | |
Unity Software (U) | 1.1 | $73M | 737k | 99.21 | |
Coupang Cl A (CPNG) | 0.6 | $38M | 2.1M | 17.68 | |
Braze Com Cl A (BRZE) | 0.5 | $29M | 706k | 41.47 | |
Block Cl A (SQ) | 0.4 | $27M | 200k | 135.60 | |
Avidxchange Holdings (AVDX) | 0.3 | $16M | 2.0M | 8.05 | |
Zoominfo Technologies Com Cl A (ZI) | 0.0 | $3.0M | 50k | 59.74 | |
Freshworks Class A Com (FRSH) | 0.0 | $2.7M | 150k | 17.92 | |
Vtex Shs Cl A (VTEX) | 0.0 | $1.8M | 300k | 6.15 | |
Amplitude Com Cl A (AMPL) | 0.0 | $1.1M | 60k | 18.43 | |
Rivian Automotive Com Cl A (RIVN) | 0.0 | $1.0M | 20k | 50.25 | |
Affirm Hldgs Com Cl A (AFRM) | 0.0 | $926k | 20k | 46.30 | |
Kanzhun Sponsored Ads (BZ) | 0.0 | $249k | 10k | 24.90 |