Scge Management as of March 31, 2021
Portfolio Holdings for Scge Management
Scge Management holds 37 positions in its portfolio as reported in the March 2021 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Shopify Cl A (SHOP) | 11.1 | $989M | 894k | 1106.50 | |
Twilio Cl A (TWLO) | 10.6 | $948M | 2.8M | 340.76 | |
Coupang Cl A (CPNG) | 7.9 | $705M | 14M | 49.35 | |
Hubspot (HUBS) | 7.2 | $640M | 1.4M | 454.21 | |
Doordash Cl A (DASH) | 6.3 | $562M | 4.3M | 131.13 | |
Sea Sponsord Ads (SE) | 5.6 | $503M | 2.3M | 223.23 | |
Ringcentral Cl A (RNG) | 5.0 | $448M | 1.5M | 297.88 | |
Paypal Holdings (PYPL) | 4.9 | $436M | 1.8M | 242.84 | |
Servicenow (NOW) | 4.7 | $417M | 833k | 500.11 | |
Okta Cl A (OKTA) | 4.4 | $394M | 1.8M | 220.43 | |
Microsoft Corporation (MSFT) | 4.2 | $378M | 1.6M | 235.77 | |
Amazon (AMZN) | 4.2 | $374M | 121k | 3094.08 | |
Airbnb Com Cl A (ABNB) | 3.5 | $316M | 1.7M | 187.94 | |
Pinduoduo Sponsored Ads (PDD) | 3.2 | $289M | 2.2M | 133.88 | |
Crowdstrike Hldgs Cl A (CRWD) | 3.0 | $265M | 1.5M | 182.51 | |
Docusign (DOCU) | 2.9 | $254M | 1.3M | 202.45 | |
Snowflake Cl A (SNOW) | 1.9 | $166M | 722k | 229.28 | |
Facebook Cl A (META) | 1.6 | $143M | 485k | 294.53 | |
Medallia | 1.3 | $114M | 4.1M | 27.89 | |
Zoom Video Communications In Cl A (ZM) | 1.3 | $113M | 350k | 321.29 | |
Unity Software (U) | 1.1 | $100M | 1.0M | 100.31 | |
Applied Materials (AMAT) | 1.1 | $96M | 715k | 133.60 | |
Lam Research Corporation (LRCX) | 1.0 | $89M | 150k | 595.24 | |
Five9 (FIVN) | 0.8 | $69M | 444k | 156.33 | |
Square Cl A (SQ) | 0.5 | $45M | 200k | 227.05 | |
Alibaba Group Hldg Sponsored Ads (BABA) | 0.2 | $18M | 78k | 226.73 | |
Ncino | 0.1 | $12M | 176k | 66.72 | |
Vasta Platform Cl A (VSTA) | 0.1 | $9.9M | 1.0M | 9.85 | |
Ke Hldgs Sponsored Ads (BEKE) | 0.1 | $6.6M | 116k | 56.98 | |
Bigcommerce Hldgs Com Ser 1 (BIGC) | 0.0 | $2.9M | 50k | 57.80 | |
Zoominfo Technologies Com Cl A (ZI) | 0.0 | $2.4M | 50k | 48.90 | |
Bill Com Holdings Ord (BILL) | 0.0 | $1.7M | 12k | 145.48 | |
Affirm Hldgs Com Cl A (AFRM) | 0.0 | $1.4M | 20k | 70.70 | |
Qualtrics Intl Com Cl A | 0.0 | $1.3M | 40k | 32.90 | |
Sumo Logic Ord | 0.0 | $1.2M | 65k | 18.86 | |
Oscar Health Cl A (OSCR) | 0.0 | $1.1M | 40k | 26.88 | |
Zhihu Ads (ZH) | 0.0 | $81k | 10k | 8.10 |