Scge Management as of Dec. 31, 2020
Portfolio Holdings for Scge Management
Scge Management holds 31 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Shopify Cl A (SHOP) | 11.8 | $1.0B | 894k | 1131.95 | |
| Twilio Cl A (TWLO) | 11.0 | $942M | 2.8M | 338.50 | |
| Doordash Cl A (DASH) | 7.1 | $612M | 4.3M | 142.75 | |
| Ringcentral Cl A (RNG) | 6.6 | $570M | 1.5M | 378.97 | |
| Hubspot (HUBS) | 6.5 | $558M | 1.4M | 396.44 | |
| Servicenow (NOW) | 5.3 | $459M | 833k | 550.43 | |
| Sea Sponsord Ads (SE) | 5.2 | $449M | 2.3M | 199.05 | |
| Paypal Holdings (PYPL) | 4.9 | $421M | 1.8M | 234.20 | |
| Okta Cl A (OKTA) | 4.6 | $397M | 1.6M | 254.26 | |
| Amazon (AMZN) | 4.6 | $393M | 121k | 3256.93 | |
| Pinduoduo Sponsored Ads (PDD) | 4.5 | $384M | 2.2M | 177.67 | |
| Microsoft Corporation (MSFT) | 4.1 | $357M | 1.6M | 222.42 | |
| Crowdstrike Hldgs Cl A (CRWD) | 3.6 | $307M | 1.5M | 211.82 | |
| Facebook Cl A (META) | 3.0 | $259M | 947k | 273.16 | |
| Airbnb Com Cl A (ABNB) | 2.9 | $247M | 1.7M | 146.80 | |
| Docusign (DOCU) | 2.7 | $232M | 1.0M | 222.30 | |
| Alibaba Group Hldg Sponsored Ads (BABA) | 2.5 | $215M | 925k | 232.73 | |
| Snowflake Cl A (SNOW) | 2.4 | $203M | 722k | 281.40 | |
| Unity Software (U) | 1.8 | $154M | 1.0M | 153.47 | |
| Medallia | 1.6 | $136M | 4.1M | 33.22 | |
| Zoom Video Communications In Cl A (ZM) | 1.4 | $118M | 350k | 337.32 | |
| Five9 (FIVN) | 0.9 | $77M | 444k | 174.40 | |
| Square Cl A (XYZ) | 0.5 | $44M | 200k | 217.64 | |
| Bigcommerce Hldgs Com Ser 1 (CMRC) | 0.2 | $16M | 255k | 64.15 | |
| Vasta Platform Cl A (VSTA) | 0.2 | $15M | 1.0M | 14.50 | |
| Ncino | 0.1 | $13M | 176k | 72.41 | |
| Ke Hldgs Sponsored Ads (BEKE) | 0.1 | $7.1M | 116k | 61.54 | |
| Zoominfo Technologies Com Cl A (GTM) | 0.0 | $2.4M | 50k | 48.24 | |
| Sumo Logic Ord | 0.0 | $1.9M | 65k | 28.58 | |
| Bill Com Holdings Ord (BILL) | 0.0 | $1.6M | 12k | 136.52 | |
| Rackspace Technology (RXT) | 0.0 | $1.1M | 60k | 19.05 |
