Scge Management as of March 31, 2019
Portfolio Holdings for Scge Management
Scge Management holds 18 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Twilio Inc cl a (TWLO) | 13.5 | $217M | 1.7M | 129.18 | |
| Shopify Inc cl a (SHOP) | 10.1 | $163M | 787k | 206.62 | |
| Servicenow (NOW) | 9.4 | $151M | 613k | 246.49 | |
| Hubspot (HUBS) | 8.3 | $133M | 799k | 166.21 | |
| Mongodb Inc. Class A (MDB) | 8.0 | $129M | 874k | 147.02 | |
| Microsoft Corporation (MSFT) | 6.5 | $105M | 890k | 117.94 | |
| Paypal Holdings (PYPL) | 6.5 | $104M | 998k | 103.84 | |
| Alibaba Group Holding (BABA) | 6.3 | $100M | 550k | 182.45 | |
| Zendesk | 5.3 | $85M | 1.0M | 85.00 | |
| Amazon (AMZN) | 5.3 | $85M | 48k | 1780.76 | |
| Facebook Inc cl a (META) | 5.2 | $83M | 500k | 166.69 | |
| Netflix (NFLX) | 4.2 | $68M | 189k | 356.56 | |
| Ringcentral (RNG) | 3.0 | $48M | 449k | 107.80 | |
| Pinduoduo (PDD) | 3.0 | $47M | 1.9M | 24.80 | |
| Mimecast | 2.8 | $46M | 960k | 47.35 | |
| Okta Inc cl a (OKTA) | 1.8 | $29M | 351k | 82.73 | |
| Arco Platform Cl A Ord | 0.6 | $9.7M | 300k | 32.29 | |
| Despegar Com Corp ord | 0.1 | $2.2M | 150k | 14.90 |
