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 (NBIS) | 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 |
