Scge Management as of Sept. 30, 2013
Portfolio Holdings for Scge Management
Scge Management holds 23 positions in its portfolio as reported in the September 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Verisign (VRSN) | 10.9 | $66M | 1.3M | 50.89 | |
| Crown Castle International | 9.8 | $59M | 810k | 73.03 | |
| Equinix | 9.5 | $57M | 310k | 183.65 | |
| Yandex Nv-a (NBIS) | 9.1 | $55M | 1.5M | 36.42 | |
| Grupo Televisa (TV) | 7.0 | $42M | 1.5M | 27.95 | |
| 6.9 | $42M | 48k | 875.92 | ||
| 21vianet Group (VNET) | 5.7 | $34M | 2.1M | 16.49 | |
| Amazon (AMZN) | 5.2 | $31M | 100k | 312.64 | |
| Pandora Media | 5.0 | $30M | 1.2M | 25.13 | |
| Pegasystems (PEGA) | 4.6 | $28M | 700k | 39.81 | |
| Sensata Technologies Hldg Bv | 3.8 | $23M | 600k | 38.27 | |
| American Tower Reit (AMT) | 3.2 | $19M | 260k | 74.13 | |
| Tibco Software | 3.2 | $19M | 750k | 25.59 | |
| Micron Technology (MU) | 2.9 | $18M | 1.0M | 17.47 | |
| TAL Education (TAL) | 2.8 | $17M | 1.2M | 14.50 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 2.8 | $17M | 300k | 56.80 | |
| Red Hat | 1.9 | $12M | 250k | 46.14 | |
| SolarWinds | 1.5 | $8.8M | 250k | 35.06 | |
| CoStar (CSGP) | 1.4 | $8.4M | 50k | 167.92 | |
| Tableau Software Inc Cl A | 1.2 | $7.1M | 100k | 71.24 | |
| Palo Alto Networks (PANW) | 0.7 | $4.0M | 111k | 35.82 | |
| RealPage | 0.6 | $3.5M | 151k | 23.11 | |
| iSoftStone Holdings | 0.2 | $1.3M | 271k | 4.92 |
