Scge Management as of March 31, 2022
Portfolio Holdings for Scge Management
Scge Management holds 34 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Hubspot (HUBS) | 10.8 | $702M | 1.5M | 474.94 | |
| Shopify Cl A (SHOP) | 9.7 | $630M | 932k | 675.96 | |
| Servicenow (NOW) | 8.0 | $521M | 935k | 556.89 | |
| Doordash Cl A (DASH) | 7.8 | $502M | 4.3M | 117.19 | |
| Microsoft Corporation (MSFT) | 7.6 | $495M | 1.6M | 308.31 | |
| Amazon (AMZN) | 7.2 | $465M | 143k | 3259.95 | |
| Nu Hldgs Ord Shs Cl A (NU) | 5.3 | $343M | 44M | 7.72 | |
| Airbnb Com Cl A (ABNB) | 4.5 | $289M | 1.7M | 171.76 | |
| Sea Sponsord Ads (SE) | 4.2 | $270M | 2.3M | 119.79 | |
| Okta Cl A (OKTA) | 4.2 | $270M | 1.8M | 150.96 | |
| Crowdstrike Hldgs Cl A (CRWD) | 4.1 | $265M | 1.2M | 227.08 | |
| Twilio Cl A (TWLO) | 3.4 | $218M | 1.3M | 164.81 | |
| Snowflake Cl A (SNOW) | 2.6 | $165M | 722k | 229.13 | |
| Ringcentral Cl A (RNG) | 2.5 | $164M | 1.4M | 117.21 | |
| Sentinelone Cl A (S) | 2.4 | $153M | 3.9M | 38.74 | |
| Zscaler Incorporated (ZS) | 2.2 | $142M | 588k | 241.28 | |
| Atlassian Corp Cl A | 2.1 | $137M | 467k | 293.83 | |
| Five9 (FIVN) | 2.1 | $135M | 1.2M | 110.40 | |
| Confluent Class A Com (CFLT) | 1.8 | $116M | 2.8M | 41.00 | |
| Datadog Cl A Com (DDOG) | 1.7 | $112M | 738k | 151.47 | |
| Qualtrics Intl Com Cl A | 1.5 | $98M | 3.4M | 28.55 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 1.4 | $91M | 250k | 362.54 | |
| Unity Software (U) | 1.1 | $73M | 737k | 99.21 | |
| Coupang Cl A (CPNG) | 0.6 | $38M | 2.1M | 17.68 | |
| Braze Com Cl A (BRZE) | 0.5 | $29M | 706k | 41.47 | |
| Block Cl A (XYZ) | 0.4 | $27M | 200k | 135.60 | |
| Avidxchange Holdings (AVDX) | 0.3 | $16M | 2.0M | 8.05 | |
| Zoominfo Technologies Com Cl A (GTM) | 0.0 | $3.0M | 50k | 59.74 | |
| Freshworks Class A Com (FRSH) | 0.0 | $2.7M | 150k | 17.92 | |
| Vtex Shs Cl A (VTEX) | 0.0 | $1.8M | 300k | 6.15 | |
| Amplitude Com Cl A (AMPL) | 0.0 | $1.1M | 60k | 18.43 | |
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $1.0M | 20k | 50.25 | |
| Affirm Hldgs Com Cl A (AFRM) | 0.0 | $926k | 20k | 46.30 | |
| Kanzhun Sponsored Ads (BZ) | 0.0 | $249k | 10k | 24.90 |
