Scge Management as of June 30, 2012
Portfolio Holdings for Scge Management
Scge Management holds 17 positions in its portfolio as reported in the June 2012 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
LogMeIn | 10.1 | $34M | 1.1M | 30.52 | |
Pegasystems (PEGA) | 10.0 | $33M | 1.0M | 32.98 | |
Verisign (VRSN) | 9.9 | $33M | 750k | 43.57 | |
Riverbed Technology | 9.8 | $32M | 2.0M | 16.15 | |
Universal Display Corporation (OLED) | 9.3 | $31M | 860k | 35.94 | |
Yandex Nv-a (YNDX) | 8.5 | $28M | 1.5M | 19.05 | |
K12 | 7.2 | $24M | 1.0M | 23.30 | |
7.0 | $23M | 40k | 580.08 | ||
Ezchip Semiconductor Lt | 6.3 | $21M | 525k | 40.04 | |
Rpx Corp | 6.0 | $20M | 1.4M | 14.35 | |
21vianet Group (VNET) | 4.2 | $14M | 1.2M | 11.45 | |
iSoftStone Holdings | 3.3 | $11M | 1.9M | 5.70 | |
NetApp (NTAP) | 2.9 | $9.5M | 300k | 31.82 | |
Linkedin Corp | 2.4 | $8.0M | 75k | 106.27 | |
TAL Education (TAL) | 1.9 | $6.1M | 624k | 9.84 | |
Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 1.1 | $3.7M | 600k | 6.10 | |
Jive Software | 0.2 | $525k | 25k | 21.00 |