Scge Management as of June 30, 2015
Portfolio Holdings for Scge Management
Scge Management holds 23 positions in its portfolio as reported in the June 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Workday Cl A (WDAY) | 10.4 | $78M | 1.0M | 76.39 | |
| JD Spon Adr Cl A (JD) | 7.9 | $60M | 1.8M | 34.10 | |
| Vipshop Hldgs Sponsored Adr (VIPS) | 7.6 | $57M | 2.6M | 22.25 | |
| Zillow Group Cl A (ZG) | 6.7 | $51M | 585k | 86.74 | |
| Amazon (AMZN) | 6.6 | $50M | 115k | 434.09 | |
| Linkedin Corp Com Cl A | 6.6 | $50M | 240k | 206.63 | |
| Zayo Group Hldgs | 6.3 | $48M | 1.9M | 25.72 | |
| Veeva Sys Cl A Com (VEEV) | 5.8 | $43M | 1.6M | 28.03 | |
| Verisign (VRSN) | 5.7 | $43M | 700k | 61.72 | |
| Palo Alto Networks (PANW) | 4.6 | $35M | 200k | 174.70 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 4.4 | $33M | 400k | 82.27 | |
| Grupo Televisa Sa Spon Adr Rep Ord (TV) | 4.3 | $32M | 825k | 38.82 | |
| 58 Spon Adr Rep A | 3.4 | $26M | 400k | 64.06 | |
| Sunedison Semiconductor SHS | 3.2 | $24M | 1.4M | 17.27 | |
| Tripadvisor (TRIP) | 3.2 | $24M | 275k | 87.14 | |
| 2.6 | $20M | 550k | 36.22 | ||
| Servicenow (NOW) | 2.5 | $19M | 250k | 74.31 | |
| Ye Cl A (YELP) | 2.4 | $18M | 417k | 43.03 | |
| Facebook Cl A (META) | 2.3 | $17M | 200k | 85.77 | |
| Yandex Nv Note 1.125%12/1 (Principal) | 1.5 | $12M | 14M | 0.86 | |
| Appfolio Com Cl A (APPF) | 1.3 | $9.9M | 700k | 14.10 | |
| Godaddy Cl A (GDDY) | 0.4 | $2.8M | 100k | 28.19 | |
| Etsy (ETSY) | 0.1 | $703k | 50k | 14.06 |
