Scge Management as of Sept. 30, 2019
Portfolio Holdings for Scge Management
Scge Management holds 23 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Shopify Inc cl a (SHOP) | 12.4 | $245M | 787k | 311.66 | |
| Twilio Inc cl a (TWLO) | 11.9 | $236M | 2.1M | 109.96 | |
| Servicenow (NOW) | 9.3 | $184M | 726k | 253.85 | |
| Hubspot (HUBS) | 7.3 | $145M | 953k | 151.61 | |
| Ringcentral (RNG) | 6.5 | $130M | 1.0M | 125.66 | |
| Paypal Holdings (PYPL) | 6.5 | $128M | 1.2M | 103.59 | |
| Microsoft Corporation (MSFT) | 6.2 | $124M | 890k | 139.03 | |
| Okta Inc cl a (OKTA) | 5.8 | $114M | 1.2M | 98.46 | |
| Medallia | 5.7 | $112M | 4.1M | 27.43 | |
| Amazon (AMZN) | 5.0 | $100M | 58k | 1735.90 | |
| Alibaba Group Holding (BABA) | 4.9 | $96M | 576k | 167.23 | |
| Facebook Inc cl a (META) | 4.5 | $89M | 500k | 178.08 | |
| Zendesk | 4.1 | $81M | 1.1M | 72.88 | |
| Pinduoduo (PDD) | 3.5 | $70M | 2.2M | 32.22 | |
| Mimecast | 1.4 | $29M | 799k | 35.67 | |
| Zoom Video Communications In cl a (ZM) | 1.4 | $27M | 350k | 76.20 | |
| Pluralsight Inc Cl A | 0.8 | $17M | 1.0M | 16.80 | |
| Arco Platform Cl A Ord | 0.8 | $15M | 300k | 50.69 | |
| Uber Technologies (UBER) | 0.5 | $11M | 350k | 30.47 | |
| Netflix (NFLX) | 0.5 | $10M | 39k | 267.62 | |
| Bridgebio Pharma (BBIO) | 0.5 | $8.9M | 416k | 21.47 | |
| Bilibili Ads (BILI) | 0.4 | $7.1M | 500k | 14.12 | |
| Health Catalyst (HCAT) | 0.1 | $2.4M | 75k | 31.64 |
