Scge Management as of June 30, 2013
Portfolio Holdings for Scge Management
Scge Management holds 21 positions in its portfolio as reported in the June 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Verisign (VRSN) | 12.3 | $56M | 1.3M | 44.66 | |
| Crown Castle International | 11.6 | $53M | 725k | 72.39 | |
| Yandex Nv-a (NBIS) | 10.0 | $45M | 1.6M | 27.65 | |
| 9.2 | $42M | 48k | 880.38 | ||
| Equinix | 6.9 | $31M | 170k | 184.72 | |
| Amazon (AMZN) | 5.8 | $26M | 95k | 277.69 | |
| Sensata Technologies Hldg Bv | 5.4 | $24M | 700k | 34.90 | |
| 21vianet Group (VNET) | 5.3 | $24M | 2.1M | 11.33 | |
| Nielsen Holdings Nv | 5.2 | $24M | 700k | 33.59 | |
| Pegasystems (PEGA) | 5.1 | $23M | 700k | 33.12 | |
| Tibco Software | 4.2 | $19M | 880k | 21.40 | |
| CoStar (CSGP) | 3.6 | $16M | 125k | 129.07 | |
| Pandora Media | 3.2 | $15M | 800k | 18.40 | |
| TAL Education (TAL) | 2.3 | $11M | 1.0M | 10.48 | |
| iSoftStone Holdings | 2.0 | $9.3M | 1.8M | 5.16 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 1.9 | $8.7M | 300k | 29.16 | |
| Workday Inc cl a (WDAY) | 1.8 | $8.0M | 125k | 64.09 | |
| Tableau Software Inc Cl A | 1.2 | $5.5M | 100k | 55.42 | |
| Riverbed Technology | 1.2 | $5.4M | 350k | 15.56 | |
| Palo Alto Networks (PANW) | 1.0 | $4.7M | 111k | 42.16 | |
| Grupo Televisa (TV) | 0.6 | $2.5M | 100k | 24.84 |
