Scge Management as of March 31, 2013
Portfolio Holdings for Scge Management
Scge Management holds 20 positions in its portfolio as reported in the March 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Verisign (VRSN) | 15.8 | $57M | 1.2M | 47.27 | |
| 9.4 | $34M | 43k | 794.19 | ||
| Nielsen Holdings Nv | 8.9 | $32M | 900k | 35.82 | |
| Yandex Nv-a (NBIS) | 6.8 | $24M | 1.1M | 23.14 | |
| Riverbed Technology | 6.6 | $24M | 1.6M | 14.92 | |
| Pegasystems (PEGA) | 6.4 | $23M | 820k | 28.08 | |
| Sensata Technologies Hldg Bv | 5.0 | $18M | 550k | 32.87 | |
| Crown Castle International | 4.8 | $17M | 250k | 69.64 | |
| 21vianet Group (VNET) | 4.6 | $17M | 1.8M | 9.40 | |
| Equinix | 4.5 | $16M | 75k | 216.31 | |
| Tibco Software | 4.5 | $16M | 800k | 20.22 | |
| K12 | 4.3 | $16M | 650k | 24.11 | |
| Amazon (AMZN) | 3.7 | $13M | 50k | 266.50 | |
| iSoftStone Holdings | 2.7 | $9.7M | 2.0M | 4.89 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 2.5 | $9.1M | 300k | 30.37 | |
| Facebook Inc cl a (META) | 2.1 | $7.7M | 300k | 25.58 | |
| Servicenow (NOW) | 2.0 | $7.2M | 200k | 36.20 | |
| Yelp Inc cl a (YELP) | 2.0 | $7.1M | 300k | 23.71 | |
| Palo Alto Networks (PANW) | 1.7 | $6.3M | 111k | 56.60 | |
| TAL Education (TAL) | 1.6 | $5.7M | 603k | 9.37 |
