Scge Management as of Dec. 31, 2018
Portfolio Holdings for Scge Management
Scge Management holds 19 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Twilio Inc cl a (TWLO) | 13.2 | $150M | 1.7M | 89.30 | |
| Servicenow (NOW) | 9.7 | $109M | 613k | 178.05 | |
| Shopify Inc cl a (SHOP) | 9.6 | $109M | 787k | 138.45 | |
| Hubspot (HUBS) | 8.7 | $98M | 783k | 125.73 | |
| Microsoft Corporation (MSFT) | 8.0 | $90M | 890k | 101.57 | |
| Mongodb Inc. Class A (MDB) | 7.8 | $88M | 1.1M | 83.74 | |
| Paypal Holdings (PYPL) | 6.9 | $79M | 933k | 84.09 | |
| Alibaba Group Holding (BABA) | 6.7 | $75M | 550k | 137.07 | |
| Amazon (AMZN) | 6.3 | $71M | 48k | 1501.98 | |
| Zendesk | 5.2 | $58M | 1.0M | 58.37 | |
| Facebook Inc cl a (META) | 4.6 | $52M | 400k | 131.09 | |
| Netflix (NFLX) | 4.5 | $51M | 189k | 267.66 | |
| Mimecast | 3.7 | $42M | 1.3M | 33.63 | |
| New Relic | 1.8 | $21M | 253k | 80.97 | |
| Ringcentral (RNG) | 1.4 | $16M | 199k | 82.44 | |
| Dropbox Inc-class A (DBX) | 0.9 | $10M | 500k | 20.43 | |
| Arco Platform Cl A Ord | 0.6 | $6.6M | 300k | 22.12 | |
| Despegar Com Corp ord | 0.2 | $1.9M | 150k | 12.41 | |
| Domo Cl B Ord (DOMO) | 0.1 | $1.4M | 70k | 19.63 |
