Scge Management as of Sept. 30, 2014
Portfolio Holdings for Scge Management
Scge Management holds 27 positions in its portfolio as reported in the September 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Zulily Inc cl a | 9.9 | $80M | 2.1M | 37.89 | |
| Alibaba Group Holding (BABA) | 8.0 | $64M | 725k | 88.85 | |
| Palo Alto Networks (PANW) | 7.3 | $59M | 600k | 98.10 | |
| Linkedin Corp | 6.2 | $50M | 240k | 207.79 | |
| Crown Castle International | 5.5 | $44M | 550k | 80.53 | |
| Workday Inc cl a (WDAY) | 5.4 | $43M | 525k | 82.50 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 5.3 | $43M | 225k | 189.01 | |
| Servicenow (NOW) | 5.2 | $42M | 720k | 58.78 | |
| Verisign (VRSN) | 5.1 | $41M | 750k | 55.12 | |
| Grupo Televisa (TV) | 5.0 | $41M | 1.2M | 33.88 | |
| Micron Technology (MU) | 4.9 | $39M | 1.2M | 34.26 | |
| TAL Education (TAL) | 4.3 | $35M | 1.0M | 34.94 | |
| Amazon (AMZN) | 4.0 | $32M | 100k | 322.44 | |
| 58 Com Inc spon adr rep a | 3.8 | $31M | 825k | 37.25 | |
| Veeva Sys Inc cl a (VEEV) | 2.9 | $24M | 835k | 28.17 | |
| American Tower Reit (AMT) | 2.6 | $21M | 225k | 93.63 | |
| Tableau Software Inc Cl A | 2.5 | $20M | 275k | 72.65 | |
| 2.3 | $19M | 32k | 588.41 | ||
| Google Inc Class C | 2.0 | $17M | 29k | 577.37 | |
| Pandora Media | 1.5 | $12M | 500k | 24.16 | |
| Facebook Inc cl a (META) | 1.5 | $12M | 150k | 79.04 | |
| CoStar (CSGP) | 1.4 | $12M | 75k | 155.55 | |
| Opower | 1.2 | $9.4M | 500k | 18.86 | |
| Arista Networks | 1.1 | $8.6M | 97k | 88.33 | |
| Tripadvisor (TRIP) | 0.6 | $4.6M | 50k | 91.42 | |
| Cornerstone Ondemand | 0.3 | $2.6M | 75k | 34.41 | |
| Mobileiron | 0.1 | $1.1M | 100k | 11.14 |
