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 (NBIS) | 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 |
