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 | 1.0 | $89M | 150k | 595.24 | |
| Five9 (FIVN) | 0.8 | $69M | 444k | 156.33 | |
| Square Cl A (XYZ) | 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 (CMRC) | 0.0 | $2.9M | 50k | 57.80 | |
| Zoominfo Technologies Com Cl A (GTM) | 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 | 0.0 | $81k | 10k | 8.10 |
