Scge Management as of Dec. 31, 2011
Portfolio Holdings for Scge Management
Scge Management holds 19 positions in its portfolio as reported in the December 2011 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Verisign | 11.5 | $25M | 700k | 35.72 | |
| 9.7 | $21M | 33k | 645.91 | ||
| Ezchip Semiconductor Lt | 7.8 | $17M | 600k | 28.33 | |
| iSoftStone Holdings | 7.3 | $16M | 1.8M | 8.75 | |
| Qualcomm (QCOM) | 6.3 | $14M | 250k | 54.70 | |
| Acme Packet | 6.1 | $13M | 425k | 30.91 | |
| NetApp (NTAP) | 5.9 | $13M | 350k | 36.27 | |
| HiSoft Technology International (HSFT) | 5.8 | $12M | 1.3M | 9.23 | |
| Riverbed Technology | 5.7 | $12M | 525k | 23.50 | |
| Archipelago Learning | 5.2 | $11M | 1.2M | 9.67 | |
| Universal Display Corporation (OLED) | 5.1 | $11M | 300k | 36.69 | |
| Yandex Nv-a (NBIS) | 4.3 | $9.2M | 468k | 19.70 | |
| Pegasystems (PEGA) | 4.1 | $8.8M | 300k | 29.40 | |
| Linkedin Corp | 3.6 | $7.9M | 125k | 63.01 | |
| 21vianet Group (VNET) | 3.0 | $6.5M | 715k | 9.15 | |
| Rpx Corp | 2.9 | $6.3M | 500k | 12.65 | |
| TAL Education (TAL) | 2.9 | $6.2M | 618k | 9.97 | |
| Youku | 1.5 | $3.3M | 210k | 15.67 | |
| Homeaway | 1.3 | $2.9M | 123k | 23.25 |
