Scge Management
Latest statistics and disclosures from Scge Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are SHOP, TWLO, Doordash, RNG, HUBS, and represent 42.93% of Scge Management's stock portfolio.
- Added to shares of these 10 stocks: Doordash (+$612M), Airbnb (+$247M), CRWD (+$100M), DOCU (+$45M), SQ (+$44M), MSFT (+$25M), AMZN (+$16M), BIGC (+$13M), SE (+$12M), PYPL (+$6.4M).
- Started 3 new stock positions in Doordash, SQ, Airbnb.
- Reduced shares in these 4 stocks: , CHGG (-$88M), BILI (-$21M), FB (-$21M).
- Sold out of its positions in BILI, CHGG, MSCI.
- Scge Management was a net buyer of stock by $875M.
- Scge Management has $8.6B in assets under management (AUM), dropping by 34.02%.
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Portfolio Holdings for Scge Management
Companies in the Scge Management portfolio as of the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Shopify Cl A (SHOP) | 11.8 | $1.0B | 894k | 1131.95 | ||
| Twilio Cl A (TWLO) | 11.0 | $942M | 2.8M | 338.50 | ||
| Doordash Cl A | 7.1 | $612M | NEW | 4.3M | 142.75 | |
| Ringcentral Cl A (RNG) | 6.6 | $570M | 1.5M | 378.97 | ||
| Hubspot (HUBS) | 6.5 | $558M | 1.4M | 396.44 | ||
| Servicenow (NOW) | 5.3 | $459M | 833k | 550.43 | ||
| Sea Sponsord Ads (SE) | 5.2 | $449M | +2% | 2.3M | 199.05 | |
| Paypal Holdings (PYPL) | 4.9 | $421M | 1.8M | 234.20 | ||
| Okta Cl A (OKTA) | 4.6 | $397M | 1.6M | 254.26 | ||
| Amazon (AMZN) | 4.6 | $393M | +4% | 121k | 3256.93 | |
| Pinduoduo Sponsored Ads (PDD) | 4.5 | $384M | 2.2M | 177.67 | ||
| Microsoft Corporation (MSFT) | 4.1 | $357M | +7% | 1.6M | 222.42 | |
| Crowdstrike Hldgs Cl A (CRWD) | 3.6 | $307M | +47% | 1.5M | 211.82 | |
| Facebook Cl A (FB) | 3.0 | $259M | -7% | 947k | 273.16 | |
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| Airbnb Com Cl A | 2.9 | $247M | NEW | 1.7M | 146.80 | |
| Docusign (DOCU) | 2.7 | $232M | +23% | 1.0M | 222.30 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 2.5 | $215M | 925k | 232.73 | ||
| Snowflake Cl A (SNOW) | 2.4 | $203M | 722k | 281.40 | ||
| Unity Software (U) | 1.8 | $154M | 1.0M | 153.47 | ||
| Medallia (MDLA) | 1.6 | $136M | 4.1M | 33.22 | ||
| Zoom Video Communications In Cl A (ZM) | 1.4 | $118M | 350k | 337.32 | ||
| Five9 (FIVN) | 0.9 | $77M | 444k | 174.40 | ||
| Square Cl A (SQ) | 0.5 | $44M | NEW | 200k | 217.64 | |
| Bigcommerce Hldgs Com Ser 1 (BIGC) | 0.2 | $16M | +410% | 255k | 64.15 | |
| Vasta Platform Cl A (VSTA) | 0.2 | $15M | 1.0M | 14.50 | ||
| Ncino (NCNO) | 0.1 | $13M | 176k | 72.41 | ||
| Ke Hldgs Sponsored Ads (BEKE) | 0.1 | $7.1M | +641% | 116k | 61.54 | |
| Zoominfo Technologies Com Cl A (ZI) | 0.0 | $2.4M | 50k | 48.24 | ||
| Sumo Logic Ord (SUMO) | 0.0 | $1.9M | 65k | 28.58 | ||
| Bill Com Holdings Ord (BILL) | 0.0 | $1.6M | 12k | 136.52 | ||
| Rackspace Technology (RXT) | 0.0 | $1.1M | 60k | 19.05 | ||
Past Filings by Scge Management
SEC 13F filings are viewable for Scge Management going back to 2011
- Scge Management 2020 Q4 filed Feb. 17, 2021
- Scge Management 2020 Q3 filed Nov. 16, 2020
- Scge Management 2020 Q2 filed Aug. 14, 2020
- Scge Management 2020 Q1 filed May 15, 2020
- Scge Management 2019 Q4 filed Feb. 14, 2020
- Scge Management 2019 Q3 filed Nov. 14, 2019
- Scge Management 2019 Q2 filed Aug. 14, 2019
- Scge Management 2019 Q1 filed May 15, 2019
- Scge Management 2018 Q4 filed Feb. 14, 2019
- Scge Management 2018 Q3 filed Nov. 14, 2018
- Scge Management 2018 Q2 filed Aug. 14, 2018
- Scge Management 2018 Q1 filed May 15, 2018
- Scge Management 2017 Q4 filed Feb. 14, 2018
- Scge Management 2017 Q3 filed Nov. 14, 2017
- Scge Management 2017 Q1 restated filed Aug. 14, 2017
- Scge Management 2017 Q2 filed Aug. 14, 2017