Scge Management as of March 31, 2015
Portfolio Holdings for Scge Management
Scge Management holds 22 positions in its portfolio as reported in the March 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 9.5 | $66M | 2.3M | 29.44 | |
| Workday Inc cl a (WDAY) | 9.1 | $63M | 750k | 84.41 | |
| Linkedin Corp | 8.6 | $60M | 240k | 249.86 | |
| Jd (JD) | 7.8 | $54M | 1.9M | 29.38 | |
| Verisign (VRSN) | 6.7 | $47M | 700k | 66.97 | |
| Veeva Sys Inc cl a (VEEV) | 6.4 | $45M | 1.7M | 25.53 | |
| Alibaba Group Holding (BABA) | 6.0 | $42M | 500k | 83.24 | |
| Micron Technology (MU) | 5.5 | $38M | 1.4M | 27.13 | |
| Zayo Group Hldgs | 4.6 | $32M | 1.1M | 27.96 | |
| Sunedison Semiconductor | 4.2 | $29M | 1.1M | 25.82 | |
| Palo Alto Networks (PANW) | 4.2 | $29M | 200k | 146.08 | |
| Amazon (AMZN) | 4.0 | $28M | 75k | 372.11 | |
| Grupo Televisa (TV) | 3.9 | $27M | 825k | 33.01 | |
| Tripadvisor (TRIP) | 3.6 | $25M | 300k | 83.17 | |
| 58 Com Inc spon adr rep a | 3.4 | $23M | 441k | 52.88 | |
| Servicenow (NOW) | 2.8 | $20M | 250k | 78.78 | |
| Zulily Inc cl a | 2.7 | $19M | 1.5M | 12.99 | |
| Yandex N V debt 1.125%12/1 | 2.1 | $15M | 18M | 0.82 | |
| Facebook Inc cl a (META) | 1.8 | $12M | 150k | 82.21 | |
| Yelp Inc cl a (YELP) | 1.7 | $12M | 250k | 47.35 | |
| Opower | 0.7 | $5.1M | 500k | 10.13 | |
| Zillow Group Inc Cl A (ZG) | 0.7 | $5.0M | 50k | 100.30 |
