Scge Management as of June 30, 2014
Portfolio Holdings for Scge Management
Scge Management holds 26 positions in its portfolio as reported in the June 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Zulily Inc cl a | 9.3 | $76M | 1.9M | 40.95 | |
| Verisign (VRSN) | 7.8 | $64M | 1.3M | 48.81 | |
| 58 Com Inc spon adr rep a | 6.9 | $57M | 1.1M | 54.06 | |
| Crown Castle International | 6.4 | $52M | 700k | 74.26 | |
| Palo Alto Networks (PANW) | 6.2 | $50M | 600k | 83.85 | |
| Veeva Sys Inc cl a (VEEV) | 6.2 | $50M | 2.0M | 25.45 | |
| Grupo Televisa (TV) | 5.2 | $43M | 1.3M | 34.31 | |
| Linkedin Corp | 5.0 | $41M | 240k | 171.47 | |
| TAL Education (TAL) | 5.0 | $41M | 1.5M | 27.50 | |
| Amazon (AMZN) | 4.8 | $39M | 120k | 324.78 | |
| Micron Technology (MU) | 4.6 | $38M | 1.2M | 32.95 | |
| American Tower Reit (AMT) | 4.4 | $36M | 400k | 89.98 | |
| Equinix | 4.1 | $34M | 160k | 210.09 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 3.4 | $28M | 150k | 187.74 | |
| 3.3 | $27M | 47k | 584.67 | ||
| Workday Inc cl a (WDAY) | 3.3 | $27M | 300k | 89.86 | |
| Google Inc Class C | 3.1 | $25M | 44k | 575.29 | |
| Jumei Intl Hldg Ltd Sponsored | 2.8 | $23M | 850k | 27.20 | |
| Tableau Software Inc Cl A | 2.8 | $23M | 315k | 71.33 | |
| Facebook Inc cl a (META) | 1.2 | $10M | 150k | 67.29 | |
| New Oriental Education & Tech | 1.2 | $10M | 375k | 26.57 | |
| Opower | 1.1 | $9.0M | 480k | 18.85 | |
| Pandora Media | 0.8 | $6.5M | 220k | 29.50 | |
| Arista Networks | 0.7 | $6.1M | 97k | 62.39 | |
| CoStar (CSGP) | 0.3 | $2.4M | 15k | 158.20 | |
| Mobileiron | 0.1 | $952k | 100k | 9.52 |
