Scge Management as of March 31, 2020
Portfolio Holdings for Scge Management
Scge Management holds 29 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Shopify Inc cl a (SHOP) | 11.1 | $352M | 844k | 416.93 | |
| Ringcentral (RNG) | 8.4 | $269M | 1.3M | 211.91 | |
| Twilio Inc cl a (TWLO) | 7.8 | $249M | 2.8M | 89.49 | |
| Servicenow (NOW) | 7.2 | $230M | 801k | 286.58 | |
| Amazon (AMZN) | 6.6 | $210M | 108k | 1949.72 | |
| Microsoft Corporation (MSFT) | 6.2 | $197M | 1.3M | 157.71 | |
| Hubspot (HUBS) | 5.6 | $179M | 1.3M | 133.19 | |
| Okta Inc cl a (OKTA) | 5.5 | $175M | 1.4M | 122.26 | |
| Alibaba Group Holding (BABA) | 5.5 | $175M | 900k | 194.48 | |
| Paypal Holdings (PYPL) | 4.7 | $149M | 1.6M | 95.74 | |
| Zendesk | 4.6 | $147M | 2.3M | 64.01 | |
| Facebook Inc cl a (META) | 4.6 | $147M | 879k | 166.80 | |
| Msci (MSCI) | 3.7 | $119M | 410k | 288.96 | |
| Coupa Software | 3.5 | $111M | 794k | 139.73 | |
| Medallia | 2.6 | $82M | 4.1M | 20.04 | |
| Pinduoduo (PDD) | 2.4 | $78M | 2.2M | 36.03 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 1.8 | $59M | 1.3M | 44.31 | |
| Arco Platform Cl A Ord | 1.7 | $55M | 1.3M | 42.26 | |
| Zoom Video Communications In cl a (ZM) | 1.6 | $51M | 350k | 146.12 | |
| Crowdstrike Hldgs Inc cl a (CRWD) | 1.1 | $34M | 604k | 55.68 | |
| Peloton Interactive Inc cl a (PTON) | 0.9 | $29M | 1.1M | 26.55 | |
| Cinemark Holdings (CNK) | 0.7 | $22M | 2.2M | 10.19 | |
| Mimecast | 0.7 | $22M | 614k | 35.30 | |
| Bilibili Ads (BILI) | 0.4 | $12M | 500k | 23.42 | |
| Stitch Fix (SFIX) | 0.3 | $11M | 860k | 12.70 | |
| Five9 (FIVN) | 0.2 | $7.7M | 101k | 76.46 | |
| Anaplan | 0.2 | $7.6M | 250k | 30.26 | |
| Health Catalyst (HCAT) | 0.1 | $2.0M | 75k | 26.15 | |
| Bill Com Holdings Ord (BILL) | 0.0 | $393k | 12k | 34.17 |
