Scge Management as of June 30, 2019
Portfolio Holdings for Scge Management
Scge Management holds 23 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Shopify Inc cl a (SHOP) | 11.8 | $236M | 787k | 300.15 | |
| Twilio Inc cl a (TWLO) | 11.4 | $229M | 1.7M | 136.35 | |
| Servicenow (NOW) | 8.4 | $168M | 613k | 274.57 | |
| Okta Inc cl a (OKTA) | 7.1 | $143M | 1.2M | 123.51 | |
| Hubspot (HUBS) | 6.8 | $136M | 799k | 170.52 | |
| Microsoft Corporation (MSFT) | 6.0 | $119M | 890k | 133.96 | |
| Paypal Holdings (PYPL) | 5.7 | $114M | 998k | 114.46 | |
| Amazon (AMZN) | 5.1 | $102M | 54k | 1893.64 | |
| Ringcentral (RNG) | 5.0 | $100M | 873k | 114.92 | |
| Zendesk | 4.9 | $99M | 1.1M | 89.03 | |
| Facebook Inc cl a (META) | 4.8 | $97M | 500k | 193.00 | |
| Alibaba Group Holding (BABA) | 4.7 | $93M | 550k | 169.45 | |
| Mongodb Inc. Class A (MDB) | 4.1 | $83M | 544k | 152.09 | |
| Netflix (NFLX) | 3.9 | $79M | 214k | 367.32 | |
| Pinduoduo (PDD) | 2.2 | $45M | 2.2M | 20.63 | |
| Mimecast | 2.2 | $44M | 934k | 46.71 | |
| Zoom Video Communications In cl a (ZM) | 1.6 | $31M | 350k | 88.79 | |
| Pinterest Inc Cl A (PINS) | 0.9 | $19M | 700k | 27.22 | |
| Uber Technologies (UBER) | 0.8 | $16M | 350k | 46.38 | |
| Bridgebio Pharma (BBIO) | 0.8 | $16M | 588k | 26.97 | |
| Arco Platform Cl A Ord | 0.7 | $13M | 300k | 43.78 | |
| Linx Sa - | 0.7 | $13M | 1.5M | 9.12 | |
| Bilibili Ads (BILI) | 0.4 | $8.1M | 500k | 16.27 |
