Scge Management as of Dec. 31, 2019
Portfolio Holdings for Scge Management
Scge Management holds 23 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Shopify Inc cl a (SHOP) | 13.6 | $336M | 844k | 397.58 | |
| Servicenow (NOW) | 9.1 | $226M | 801k | 282.32 | |
| Twilio Inc cl a (TWLO) | 9.0 | $223M | 2.3M | 98.28 | |
| Ringcentral (RNG) | 7.9 | $195M | 1.2M | 168.67 | |
| Hubspot (HUBS) | 6.6 | $163M | 1.0M | 158.50 | |
| Alibaba Group Holding (BABA) | 6.1 | $152M | 715k | 212.10 | |
| Microsoft Corporation (MSFT) | 5.7 | $140M | 890k | 157.70 | |
| Paypal Holdings (PYPL) | 5.4 | $134M | 1.2M | 108.17 | |
| Okta Inc cl a (OKTA) | 5.4 | $134M | 1.2M | 115.37 | |
| Medallia | 5.2 | $128M | 4.1M | 31.11 | |
| Zendesk | 5.0 | $124M | 1.6M | 76.63 | |
| Facebook Inc cl a (META) | 4.5 | $110M | 537k | 205.25 | |
| Amazon (AMZN) | 4.3 | $106M | 58k | 1847.85 | |
| Pinduoduo (PDD) | 3.3 | $82M | 2.2M | 37.82 | |
| Mimecast | 3.1 | $76M | 1.8M | 43.38 | |
| Arco Platform Cl A Ord | 2.3 | $58M | 1.3M | 44.20 | |
| Zoom Video Communications In cl a (ZM) | 1.0 | $24M | 350k | 68.04 | |
| Coupa Software | 0.8 | $21M | 142k | 146.25 | |
| Stitch Fix (SFIX) | 0.7 | $18M | 693k | 25.66 | |
| Pluralsight Inc Cl A | 0.6 | $14M | 818k | 17.21 | |
| Bilibili Ads (BILI) | 0.4 | $9.3M | 500k | 18.62 | |
| Health Catalyst (HCAT) | 0.1 | $2.6M | 75k | 34.71 | |
| Bill Com Holdings Ord (BILL) | 0.0 | $438k | 12k | 38.09 |
