Scge Management as of Dec. 31, 2014
Portfolio Holdings for Scge Management
Scge Management holds 25 positions in its portfolio as reported in the December 2014 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Palo Alto Networks (PANW) | 8.5 | $61M | 500k | 122.57 | |
| Linkedin Corp Com Cl A | 7.6 | $55M | 240k | 229.71 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 7.2 | $52M | 500k | 103.94 | |
| Servicenow (NOW) | 6.8 | $49M | 720k | 67.85 | |
| 58 Spon Adr Rep A | 6.2 | $45M | 1.1M | 41.55 | |
| Zulily Cl A | 6.2 | $45M | 1.9M | 23.40 | |
| Vipshop Hldgs Sponsored Adr (VIPS) | 6.1 | $44M | 2.3M | 19.54 | |
| Workday Cl A (WDAY) | 5.7 | $41M | 500k | 81.61 | |
| Micron Technology (MU) | 5.6 | $40M | 1.2M | 35.01 | |
| Verisign (VRSN) | 5.5 | $40M | 700k | 57.00 | |
| JD Spon Adr Cl A (JD) | 4.8 | $35M | 1.5M | 23.14 | |
| Zayo Group Hldgs | 4.6 | $33M | 1.1M | 30.57 | |
| Grupo Televisa Sa Spon Adr Rep Ord (TV) | 3.9 | $28M | 825k | 34.06 | |
| Amazon (AMZN) | 3.9 | $28M | 90k | 310.36 | |
| Tripadvisor (TRIP) | 3.3 | $24M | 320k | 74.66 | |
| Tableau Software Cl A | 2.3 | $17M | 200k | 84.76 | |
| Tal Ed Group Ads Repstg Com (TAL) | 2.3 | $17M | 600k | 28.09 | |
| Zillow Cl A | 2.1 | $15M | 145k | 105.89 | |
| CoStar (CSGP) | 1.9 | $14M | 75k | 183.63 | |
| Facebook Cl A (META) | 1.6 | $12M | 150k | 78.02 | |
| Cornerstone Ondemand | 1.1 | $7.9M | 225k | 35.20 | |
| Opower | 1.0 | $7.1M | 500k | 14.23 | |
| Veeva Sys Cl A Com (VEEV) | 0.9 | $6.6M | 250k | 26.41 | |
| Pandora Media | 0.7 | $5.3M | 300k | 17.83 | |
| Mobileiron Com New | 0.1 | $996k | 100k | 9.96 |
