Scge Management as of March 31, 2012
Portfolio Holdings for Scge Management
Scge Management holds 22 positions in its portfolio as reported in the March 2012 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Yandex Nv-a (YNDX) | 9.9 | $30M | 1.1M | 26.87 | |
LogMeIn | 9.7 | $29M | 825k | 35.23 | |
Pegasystems (PEGA) | 9.6 | $29M | 750k | 38.16 | |
Ezchip Semiconductor Lt | 8.5 | $25M | 585k | 43.33 | |
Verisign (VRSN) | 8.3 | $25M | 650k | 38.35 | |
7.0 | $21M | 33k | 641.23 | ||
NetApp (NTAP) | 6.7 | $20M | 450k | 44.77 | |
iSoftStone Holdings | 5.5 | $17M | 1.9M | 8.83 | |
Archipelago Learning | 4.3 | $13M | 1.2M | 11.12 | |
Linkedin Corp | 4.3 | $13M | 125k | 101.99 | |
21vianet Group (VNET) | 4.2 | $13M | 1.1M | 11.35 | |
Qualcomm (QCOM) | 4.0 | $12M | 175k | 68.06 | |
Rpx Corp | 3.2 | $9.5M | 560k | 16.96 | |
Youku | 2.6 | $7.7M | 350k | 21.99 | |
TAL Education (TAL) | 2.3 | $6.9M | 624k | 11.10 | |
Acme Packet | 2.3 | $6.9M | 250k | 27.52 | |
Riverbed Technology | 2.1 | $6.3M | 225k | 28.08 | |
HiSoft Technology International (HSFT) | 2.0 | $6.0M | 402k | 15.02 | |
K12 | 1.7 | $5.2M | 220k | 23.63 | |
Universal Display Corporation (OLED) | 0.9 | $2.7M | 75k | 36.53 | |
Bazaarvoice | 0.6 | $1.8M | 90k | 19.87 | |
Jive Software | 0.2 | $638k | 25k | 25.52 |