Scge Management as of Sept. 30, 2020
Portfolio Holdings for Scge Management
Scge Management holds 31 positions in its portfolio as reported in the September 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Shopify Cl A (SHOP) | 14.2 | $915M | 894k | 1022.97 | |
| Twilio Cl A (TWLO) | 10.7 | $688M | 2.8M | 247.09 | |
| Ringcentral Cl A (RNG) | 6.4 | $413M | 1.5M | 274.61 | |
| Hubspot (HUBS) | 6.4 | $412M | 1.4M | 292.23 | |
| Servicenow (NOW) | 6.3 | $404M | 833k | 485.00 | |
| Amazon (AMZN) | 5.7 | $365M | 116k | 3148.73 | |
| Paypal Holdings (PYPL) | 5.4 | $349M | 1.8M | 197.03 | |
| Sea Sponsord Ads (SE) | 5.3 | $338M | 2.2M | 154.04 | |
| Okta Cl A (OKTA) | 5.2 | $334M | 1.6M | 213.85 | |
| Microsoft Corporation (MSFT) | 4.9 | $314M | 1.5M | 210.33 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 4.2 | $272M | 925k | 293.98 | |
| Facebook Cl A (META) | 4.2 | $268M | 1.0M | 261.90 | |
| Docusign (DOCU) | 2.8 | $182M | 845k | 215.24 | |
| Snowflake Cl A (SNOW) | 2.8 | $181M | 722k | 251.00 | |
| Zoom Video Communications In Cl A (ZM) | 2.6 | $165M | 350k | 470.11 | |
| Pinduoduo Sponsored Ads (PDD) | 2.5 | $160M | 2.2M | 74.15 | |
| Crowdstrike Hldgs Cl A (CRWD) | 2.1 | $135M | 980k | 137.32 | |
| Msci (MSCI) | 1.9 | $121M | 339k | 356.78 | |
| Medallia | 1.8 | $112M | 4.1M | 27.42 | |
| Chegg (CHGG) | 1.4 | $88M | 1.2M | 71.44 | |
| Unity Software (U) | 1.4 | $87M | 1.0M | 87.28 | |
| Five9 (FIVN) | 0.9 | $58M | 444k | 129.68 | |
| Bilibili Spons Ads Rep Z (BILI) | 0.3 | $21M | 500k | 41.60 | |
| Vasta Platform Cl A (VSTA) | 0.2 | $15M | 1.0M | 15.43 | |
| Ncino | 0.2 | $14M | 176k | 79.68 | |
| Bigcommerce Hldgs Com Ser 1 (CMRC) | 0.1 | $4.2M | 50k | 83.30 | |
| Zoominfo Technologies Com Cl A (GTM) | 0.0 | $2.2M | 50k | 43.00 | |
| Sumo Logic Ord | 0.0 | $1.4M | 65k | 21.80 | |
| Rackspace Technology (RXT) | 0.0 | $1.2M | 60k | 19.29 | |
| Bill Com Holdings Ord (BILL) | 0.0 | $1.2M | 12k | 100.35 | |
| Ke Hldgs Sponsored Ads (BEKE) | 0.0 | $956k | 16k | 61.31 |
