Scge Management as of June 30, 2022
Portfolio Holdings for Scge Management
Scge Management holds 25 positions in its portfolio as reported in the June 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Servicenow (NOW) | 12.8 | $445M | 935k | 475.52 | |
Microsoft Corporation (MSFT) | 11.8 | $412M | 1.6M | 256.83 | |
Hubspot (HUBS) | 9.2 | $321M | 1.1M | 300.65 | |
Amazon (AMZN) | 8.7 | $303M | 2.9M | 106.21 | |
Shopify Cl A (SHOP) | 8.4 | $291M | 9.3M | 31.24 | |
Crowdstrike Hldgs Cl A (CRWD) | 7.1 | $248M | 1.5M | 168.56 | |
Doordash Cl A (DASH) | 6.5 | $227M | 3.5M | 64.17 | |
Zscaler Incorporated (ZS) | 4.2 | $148M | 987k | 149.51 | |
Five9 (FIVN) | 4.0 | $140M | 1.5M | 91.14 | |
Sea Sponsord Ads (SE) | 3.9 | $137M | 2.0M | 66.86 | |
Nu Hldgs Ord Shs Cl A (NU) | 3.6 | $126M | 34M | 3.74 | |
Datadog Cl A Com (DDOG) | 3.2 | $110M | 1.2M | 95.24 | |
Snowflake Cl A (SNOW) | 2.9 | $100M | 722k | 139.06 | |
Twilio Cl A (TWLO) | 2.7 | $94M | 1.1M | 83.81 | |
Sentinelone Cl A (S) | 2.6 | $92M | 3.9M | 23.33 | |
Okta Cl A (OKTA) | 2.3 | $81M | 894k | 90.40 | |
Ringcentral Cl A (RNG) | 2.1 | $73M | 1.4M | 52.26 | |
Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.0 | $70M | 250k | 280.28 | |
Coupang Cl A (CPNG) | 1.4 | $49M | 3.8M | 12.75 | |
Avidxchange Holdings (AVDX) | 0.4 | $13M | 2.0M | 6.14 | |
Freshworks Class A Com (FRSH) | 0.1 | $2.0M | 150k | 13.15 | |
Zoominfo Technologies Common Stock (ZI) | 0.0 | $1.7M | 50k | 33.24 | |
Vtex Shs Cl A (VTEX) | 0.0 | $924k | 300k | 3.08 | |
Amplitude Com Cl A (AMPL) | 0.0 | $863k | 60k | 14.29 | |
Rivian Automotive Com Cl A (RIVN) | 0.0 | $515k | 20k | 25.75 |