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

View all past filings