Scge Management as of Sept. 30, 2022
Portfolio Holdings for Scge Management
Scge Management holds 26 positions in its portfolio as reported in the September 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 12.6 | $374M | 1.6M | 232.90 | |
Servicenow (NOW) | 11.9 | $353M | 935k | 377.61 | |
Amazon (AMZN) | 10.9 | $322M | 2.9M | 113.00 | |
Shopify Cl A (SHOP) | 8.5 | $251M | 9.3M | 26.94 | |
Crowdstrike Hldgs Cl A (CRWD) | 8.2 | $243M | 1.5M | 164.81 | |
Doordash Cl A (DASH) | 5.9 | $175M | 3.5M | 49.45 | |
Hubspot (HUBS) | 5.3 | $157M | 580k | 270.12 | |
Sea Sponsord Ads (SE) | 5.2 | $155M | 2.8M | 56.05 | |
Nu Hldgs Ord Shs Cl A (NU) | 5.0 | $148M | 34M | 4.40 | |
Snowflake Cl A (SNOW) | 4.1 | $123M | 722k | 169.96 | |
Paypal Holdings (PYPL) | 3.6 | $108M | 1.3M | 86.07 | |
Datadog Cl A Com (DDOG) | 3.5 | $103M | 1.2M | 88.78 | |
Sentinelone Cl A (S) | 3.4 | $101M | 3.9M | 25.56 | |
Five9 (FIVN) | 2.4 | $71M | 940k | 74.98 | |
Coupang Cl A (CPNG) | 2.2 | $64M | 3.8M | 16.67 | |
Twilio Cl A (TWLO) | 2.0 | $60M | 868k | 69.14 | |
Zscaler Incorporated (ZS) | 1.8 | $53M | 325k | 164.37 | |
Okta Cl A (OKTA) | 1.7 | $51M | 894k | 56.87 | |
Lam Research Corporation (LRCX) | 0.7 | $21M | 56k | 366.00 | |
Avidxchange Holdings (AVDX) | 0.6 | $17M | 2.0M | 8.42 | |
Ringcentral Cl A (RNG) | 0.3 | $10M | 254k | 39.96 | |
Zoominfo Technologies Common Stock (ZI) | 0.1 | $2.1M | 50k | 41.66 | |
Freshworks Class A Com (FRSH) | 0.1 | $1.9M | 150k | 12.97 | |
Vtex Shs Cl A (VTEX) | 0.0 | $1.1M | 300k | 3.70 | |
Amplitude Com Cl A (AMPL) | 0.0 | $934k | 60k | 15.47 | |
Rivian Automotive Com Cl A (RIVN) | 0.0 | $658k | 20k | 32.90 |