Scge Management as of Sept. 30, 2018
Portfolio Holdings for Scge Management
Scge Management holds 19 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 11.4 | $135M | 68k | 2003.01 | |
| Hubspot (HUBS) | 11.1 | $133M | 879k | 150.95 | |
| Shopify Inc cl a (SHOP) | 8.7 | $103M | 627k | 164.46 | |
| Servicenow (NOW) | 8.6 | $103M | 524k | 195.63 | |
| Paypal Holdings (PYPL) | 8.1 | $96M | 1.1M | 87.84 | |
| Mongodb Inc. Class A (MDB) | 7.2 | $86M | 1.1M | 81.55 | |
| Twilio Inc cl a (TWLO) | 6.8 | $80M | 931k | 86.28 | |
| NVIDIA Corporation (NVDA) | 6.5 | $78M | 276k | 281.02 | |
| Activision Blizzard | 6.2 | $74M | 889k | 83.19 | |
| Alibaba Group Holding (BABA) | 6.0 | $72M | 437k | 164.76 | |
| Baidu (BIDU) | 5.8 | $69M | 300k | 228.68 | |
| Facebook Inc cl a (META) | 5.5 | $66M | 400k | 164.46 | |
| Mimecast | 3.4 | $40M | 960k | 41.88 | |
| Shutterfly | 2.6 | $31M | 475k | 65.89 | |
| Dropbox Inc-class A (DBX) | 1.1 | $13M | 500k | 26.83 | |
| Arco Platform Cl A Ord | 0.6 | $6.8M | 300k | 22.80 | |
| Despegar Com Corp ord | 0.2 | $2.5M | 150k | 16.87 | |
| Domo Cl B Ord (DOMO) | 0.1 | $1.5M | 70k | 21.46 | |
| Pluralsight Inc Cl A | 0.0 | $320k | 10k | 32.00 |
