Scge Management as of June 30, 2022
Portfolio Holdings for Scge Management
Scge Management holds 25 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Servicenow (NOW) | 12.8 | $445M | 935k | 475.52 | |
| Microsoft Corporation (MSFT) | 11.8 | $412M | 1.6M | 256.83 | |
| Hubspot (HUBS) | 9.2 | $321M | 1.1M | 300.65 | |
| Amazon (AMZN) | 8.7 | $303M | 2.9M | 106.21 | |
| Shopify Cl A (SHOP) | 8.4 | $291M | 9.3M | 31.24 | |
| Crowdstrike Hldgs Cl A (CRWD) | 7.1 | $248M | 1.5M | 168.56 | |
| Doordash Cl A (DASH) | 6.5 | $227M | 3.5M | 64.17 | |
| Zscaler Incorporated (ZS) | 4.2 | $148M | 987k | 149.51 | |
| Five9 (FIVN) | 4.0 | $140M | 1.5M | 91.14 | |
| Sea Sponsord Ads (SE) | 3.9 | $137M | 2.0M | 66.86 | |
| Nu Hldgs Ord Shs Cl A (NU) | 3.6 | $126M | 34M | 3.74 | |
| Datadog Cl A Com (DDOG) | 3.2 | $110M | 1.2M | 95.24 | |
| Snowflake Cl A (SNOW) | 2.9 | $100M | 722k | 139.06 | |
| Twilio Cl A (TWLO) | 2.7 | $94M | 1.1M | 83.81 | |
| Sentinelone Cl A (S) | 2.6 | $92M | 3.9M | 23.33 | |
| Okta Cl A (OKTA) | 2.3 | $81M | 894k | 90.40 | |
| Ringcentral Cl A (RNG) | 2.1 | $73M | 1.4M | 52.26 | |
| Invesco Qqq Tr Unit Ser 1 (QQQ) | 2.0 | $70M | 250k | 280.28 | |
| Coupang Cl A (CPNG) | 1.4 | $49M | 3.8M | 12.75 | |
| Avidxchange Holdings (AVDX) | 0.4 | $13M | 2.0M | 6.14 | |
| Freshworks Class A Com (FRSH) | 0.1 | $2.0M | 150k | 13.15 | |
| Zoominfo Technologies Common Stock (GTM) | 0.0 | $1.7M | 50k | 33.24 | |
| Vtex Shs Cl A (VTEX) | 0.0 | $924k | 300k | 3.08 | |
| Amplitude Com Cl A (AMPL) | 0.0 | $863k | 60k | 14.29 | |
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $515k | 20k | 25.75 |
