Scge Management

Scge Management as of Dec. 31, 2021

Portfolio Holdings for Scge Management

Scge Management holds 35 positions in its portfolio as reported in the December 2021 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Shopify Cl A (SHOP) 14.0 $1.2B 894k 1377.39
Hubspot (HUBS) 10.3 $904M 1.4M 659.15
Doordash Cl A (DASH) 7.2 $638M 4.3M 148.90
Servicenow (NOW) 6.1 $541M 833k 649.11
Microsoft Corporation (MSFT) 6.1 $540M 1.6M 336.32
Twilio Cl A (TWLO) 6.1 $539M 2.0M 263.34
Sea Sponsord Ads (SE) 5.7 $504M 2.3M 223.71
Amazon (AMZN) 5.4 $475M 143k 3334.34
Coupang Cl A (CPNG) 4.8 $420M 14M 29.38
Nu Hldgs Ord Shs Cl A (NU) 4.7 $417M 44M 9.38
Okta Cl A (OKTA) 4.5 $401M 1.8M 224.17
Crowdstrike Hldgs Cl A (CRWD) 3.4 $297M 1.5M 204.75
Ringcentral Cl A (RNG) 3.2 $282M 1.5M 187.35
Airbnb Com Cl A (ABNB) 3.2 $280M 1.7M 166.49
Sentinelone Cl A (S) 2.9 $259M 5.1M 50.49
Snowflake Cl A (SNOW) 2.8 $245M 722k 338.75
Confluent Class A Com (CFLT) 2.4 $215M 2.8M 76.24
Robinhood Mkts Com Cl A (HOOD) 1.5 $129M 7.2M 17.76
Applied Materials (AMAT) 1.3 $113M 715k 157.36
Lam Research Corporation 1.2 $108M 150k 719.15
Unity Software (U) 1.2 $105M 737k 142.99
Five9 (FIVN) 0.7 $61M 444k 137.32
Block Cl A (XYZ) 0.4 $32M 200k 161.51
Avidxchange Holdings (AVDX) 0.3 $31M 2.0M 15.06
Carvana Cl A (CVNA) 0.3 $23M 99k 231.79
Ncino 0.1 $9.6M 176k 54.86
Freshworks Class A Com (FRSH) 0.0 $3.9M 150k 26.26
Vtex Shs Cl A (VTEX) 0.0 $3.2M 300k 10.72
Zoominfo Technologies Com Cl A (GTM) 0.0 $3.2M 50k 64.20
Amplitude Com Cl A (AMPL) 0.0 $3.2M 60k 52.95
Rivian Automotive Com Cl A (RIVN) 0.0 $2.1M 20k 103.70
Affirm Hldgs Com Cl A (AFRM) 0.0 $2.0M 20k 100.55
Qualtrics Intl Com Cl A 0.0 $1.4M 40k 35.40
Kanzhun Sponsored Ads (BZ) 0.0 $349k 10k 34.90
Oscar Health Cl A (OSCR) 0.0 $314k 40k 7.85