Scge Management as of Sept. 30, 2012
Portfolio Holdings for Scge Management
Scge Management holds 20 positions in its portfolio as reported in the September 2012 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Verisign (VRSN) | 12.0 | $38M | 775k | 48.69 | |
| Yandex Nv-a (NBIS) | 10.8 | $34M | 1.4M | 24.15 | |
| Pegasystems (PEGA) | 10.4 | $33M | 1.1M | 29.04 | |
| 10.3 | $32M | 43k | 754.51 | ||
| Riverbed Technology | 8.5 | $27M | 1.2M | 23.28 | |
| LogMeIn | 8.0 | $25M | 1.1M | 22.43 | |
| K12 | 7.4 | $23M | 1.2M | 20.20 | |
| Universal Display Corporation (OLED) | 5.2 | $16M | 475k | 34.33 | |
| 21vianet Group (VNET) | 4.9 | $16M | 1.3M | 11.54 | |
| Ezchip Semiconductor Lt | 4.9 | $15M | 500k | 30.59 | |
| iSoftStone Holdings | 3.3 | $10M | 1.9M | 5.33 | |
| Linkedin Corp | 2.9 | $9.0M | 75k | 120.40 | |
| Servicenow (NOW) | 2.5 | $7.7M | 200k | 38.68 | |
| Informatica Corporation | 2.2 | $7.0M | 200k | 34.85 | |
| Palo Alto Networks (PANW) | 1.9 | $6.0M | 111k | 54.19 | |
| TAL Education (TAL) | 1.4 | $4.5M | 548k | 8.30 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 1.4 | $4.5M | 600k | 7.50 | |
| Tempur-Pedic International (SGI) | 0.9 | $3.0M | 100k | 29.89 | |
| Rpx Corp | 0.8 | $2.6M | 230k | 11.20 | |
| Jive Software | 0.1 | $393k | 25k | 15.72 |
