Scge Management as of Dec. 31, 2015
Portfolio Holdings for Scge Management
Scge Management holds 24 positions in its portfolio as reported in the December 2015 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Workday Inc cl a (WDAY) | 12.7 | $84M | 1.1M | 79.68 | |
| Zayo Group Hldgs | 11.5 | $76M | 2.9M | 26.59 | |
| Jd (JD) | 9.2 | $61M | 1.9M | 32.27 | |
| Depository Vipshop Holdings Ltd - Ads receipt (VIPS) | 7.8 | $52M | 3.4M | 15.27 | |
| 58 Com Inc spon adr rep a | 6.5 | $43M | 650k | 65.96 | |
| Amazon (AMZN) | 6.1 | $41M | 60k | 675.88 | |
| Linkedin Corp | 6.0 | $39M | 175k | 225.08 | |
| Veeva Sys Inc cl a (VEEV) | 5.7 | $38M | 1.3M | 28.85 | |
| Palo Alto Networks (PANW) | 5.3 | $35M | 200k | 176.14 | |
| Square Inc cl a (XYZ) | 5.0 | $33M | 2.5M | 13.09 | |
| Grupo Televisa (TV) | 3.5 | $23M | 850k | 27.21 | |
| Verisign (VRSN) | 3.3 | $22M | 250k | 87.36 | |
| Facebook Inc cl a (META) | 3.2 | $21M | 200k | 104.66 | |
| Terraform Power | 2.0 | $13M | 1.1M | 12.58 | |
| Alibaba Group Holding (BABA) | 1.9 | $12M | 150k | 81.27 | |
| Sunedison Semiconductor | 1.7 | $11M | 1.4M | 7.84 | |
| Servicenow (NOW) | 1.6 | $11M | 125k | 86.56 | |
| Sunrun (RUN) | 1.5 | $9.8M | 852k | 11.53 | |
| Alphabet Inc Class C cs (GOOG) | 1.4 | $9.1M | 12k | 758.91 | |
| Level 3 Communications | 1.2 | $8.2M | 150k | 54.36 | |
| Appfolio (APPF) | 1.1 | $7.6M | 519k | 14.60 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 0.7 | $4.7M | 200k | 23.48 | |
| Nimble Storage | 0.7 | $4.6M | 500k | 9.20 | |
| Zillow Group Inc Cl A (ZG) | 0.4 | $2.6M | 100k | 26.04 |
