Scge Management as of Dec. 31, 2013
Portfolio Holdings for Scge Management
Scge Management holds 27 positions in its portfolio as reported in the December 2013 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Verisign (VRSN) | 9.5 | $66M | 1.1M | 59.78 | |
| Crown Castle International | 8.6 | $60M | 810k | 73.43 | |
| Equinix | 8.0 | $55M | 310k | 177.45 | |
| 7.7 | $53M | 48k | 1120.72 | ||
| Yandex Nv-a (YNDX) | 7.2 | $50M | 1.2M | 43.15 | |
| Grupo Televisa (TV) | 6.1 | $42M | 1.4M | 30.26 | |
| Amazon (AMZN) | 5.8 | $40M | 100k | 398.79 | |
| 21vianet Group (VNET) | 5.1 | $35M | 1.5M | 23.52 | |
| Micron Technology (MU) | 5.0 | $35M | 1.6M | 21.75 | |
| Palo Alto Networks (PANW) | 5.0 | $35M | 600k | 57.47 | |
| Pegasystems (PEGA) | 4.3 | $30M | 600k | 49.18 | |
| Facebook Inc cl a (META) | 4.0 | $27M | 500k | 54.65 | |
| TAL Education (TAL) | 3.8 | $26M | 1.2M | 21.99 | |
| American Tower Reit (AMT) | 3.0 | $21M | 260k | 79.82 | |
| 2.8 | $19M | 305k | 63.65 | ||
| New Oriental Education & Tech | 2.3 | $16M | 500k | 31.50 | |
| Zulily Inc cl a | 1.9 | $14M | 325k | 41.43 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 1.8 | $13M | 150k | 83.68 | |
| Textura | 1.6 | $11M | 375k | 29.94 | |
| 58 Com Inc spon adr rep a | 1.4 | $9.9M | 257k | 38.34 | |
| Pandora Media | 1.3 | $9.3M | 350k | 26.60 | |
| Nimble Storage | 1.3 | $9.1M | 201k | 45.30 | |
| qunar Cayman Is Ltd spns adr cl b | 1.1 | $8.0M | 300k | 26.53 | |
| Tableau Software Inc Cl A | 1.0 | $6.9M | 100k | 68.93 | |
| Fireeye | 0.2 | $1.1M | 25k | 43.60 | |
| Veeva Sys Inc cl a (VEEV) | 0.2 | $1.1M | 35k | 32.11 | |
| Barracuda Networks | 0.1 | $794k | 20k | 39.70 |
