Scge Management as of Sept. 30, 2015
Portfolio Holdings for Scge Management
Scge Management holds 22 positions in its portfolio as reported in the September 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Workday Inc cl a (WDAY) | 11.4 | $71M | 1.0M | 68.86 | |
| Jd (JD) | 10.5 | $65M | 2.5M | 26.06 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 8.9 | $55M | 3.3M | 16.80 | |
| Verisign (VRSN) | 8.0 | $49M | 700k | 70.56 | |
| Zayo Group Hldgs | 7.6 | $47M | 1.9M | 25.36 | |
| Amazon (AMZN) | 7.6 | $47M | 92k | 511.89 | |
| Linkedin Corp | 7.4 | $46M | 240k | 190.13 | |
| Palo Alto Networks (PANW) | 5.6 | $34M | 200k | 172.00 | |
| Veeva Sys Inc cl a (VEEV) | 5.3 | $33M | 1.4M | 23.41 | |
| 58 Com Inc spon adr rep a | 5.0 | $31M | 650k | 47.05 | |
| Grupo Televisa (TV) | 3.6 | $22M | 850k | 26.02 | |
| Facebook Inc cl a (META) | 2.9 | $18M | 200k | 89.90 | |
| Servicenow (NOW) | 2.8 | $17M | 250k | 69.45 | |
| Alibaba Group Holding (BABA) | 2.6 | $16M | 275k | 58.97 | |
| Sunedison Semiconductor | 2.4 | $15M | 1.4M | 10.54 | |
| Appfolio (APPF) | 1.9 | $12M | 700k | 16.85 | |
| Yelp Inc cl a (YELP) | 1.8 | $11M | 500k | 21.66 | |
| Sunrun (RUN) | 1.4 | $8.8M | 852k | 10.37 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 1.1 | $6.8M | 250k | 27.00 | |
| Level 3 Communications | 1.1 | $6.6M | 150k | 43.69 | |
| Sunedison | 0.7 | $4.3M | 600k | 7.18 | |
| Tripadvisor (TRIP) | 0.5 | $3.2M | 50k | 63.02 |
