Scge Management as of Dec. 31, 2022
Portfolio Holdings for Scge Management
Scge Management holds 24 positions in its portfolio as reported in the December 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 13.6 | $385M | 1.6M | 239.82 | |
| Servicenow (NOW) | 12.8 | $363M | 935k | 388.27 | |
| Shopify Cl A (SHOP) | 10.3 | $292M | 8.4M | 34.71 | |
| Amazon (AMZN) | 8.5 | $239M | 2.9M | 84.00 | |
| Doordash Cl A (DASH) | 6.1 | $172M | 3.5M | 48.82 | |
| Uber Technologies (UBER) | 5.5 | $155M | 6.3M | 24.73 | |
| Crowdstrike Hldgs Cl A (CRWD) | 5.5 | $155M | 1.5M | 105.29 | |
| Meta Platforms Cl A (META) | 5.3 | $150M | 1.2M | 120.34 | |
| Sea Sponsord Ads (SE) | 5.1 | $144M | 2.8M | 52.03 | |
| Nu Hldgs Ord Shs Cl A (NU) | 4.5 | $126M | 31M | 4.07 | |
| Hubspot (HUBS) | 4.1 | $116M | 402k | 289.13 | |
| Snowflake Cl A (SNOW) | 3.7 | $104M | 722k | 143.54 | |
| Lam Research Corporation (LRCX) | 3.5 | $99M | 235k | 420.30 | |
| Okta Cl A (OKTA) | 2.2 | $61M | 894k | 68.33 | |
| Coupang Cl A (CPNG) | 2.1 | $60M | 4.1M | 14.71 | |
| Sentinelone Cl A (S) | 2.0 | $57M | 3.9M | 14.59 | |
| Applied Materials (AMAT) | 1.8 | $50M | 517k | 97.38 | |
| Twilio Cl A (TWLO) | 1.5 | $43M | 868k | 48.96 | |
| Zscaler Incorporated (ZS) | 1.3 | $36M | 325k | 111.90 | |
| Pinduoduo Sponsored Ads (PDD) | 0.4 | $10M | 123k | 81.55 | |
| Kanzhun Sponsored Ads (BZ) | 0.3 | $8.5M | 415k | 20.37 | |
| Freshworks Class A Com (FRSH) | 0.1 | $2.2M | 150k | 14.71 | |
| Zoominfo Technologies Common Stock (ZI) | 0.1 | $1.5M | 50k | 30.11 | |
| Amplitude Com Cl A (AMPL) | 0.0 | $729k | 60k | 12.08 |
