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 (YNDX) | 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 |