Scge Management as of Sept. 30, 2022
Portfolio Holdings for Scge Management
Scge Management holds 26 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 12.6 | $374M | 1.6M | 232.90 | |
| Servicenow (NOW) | 11.9 | $353M | 935k | 377.61 | |
| Amazon (AMZN) | 10.9 | $322M | 2.9M | 113.00 | |
| Shopify Cl A (SHOP) | 8.5 | $251M | 9.3M | 26.94 | |
| Crowdstrike Hldgs Cl A (CRWD) | 8.2 | $243M | 1.5M | 164.81 | |
| Doordash Cl A (DASH) | 5.9 | $175M | 3.5M | 49.45 | |
| Hubspot (HUBS) | 5.3 | $157M | 580k | 270.12 | |
| Sea Sponsord Ads (SE) | 5.2 | $155M | 2.8M | 56.05 | |
| Nu Hldgs Ord Shs Cl A (NU) | 5.0 | $148M | 34M | 4.40 | |
| Snowflake Cl A (SNOW) | 4.1 | $123M | 722k | 169.96 | |
| Paypal Holdings (PYPL) | 3.6 | $108M | 1.3M | 86.07 | |
| Datadog Cl A Com (DDOG) | 3.5 | $103M | 1.2M | 88.78 | |
| Sentinelone Cl A (S) | 3.4 | $101M | 3.9M | 25.56 | |
| Five9 (FIVN) | 2.4 | $71M | 940k | 74.98 | |
| Coupang Cl A (CPNG) | 2.2 | $64M | 3.8M | 16.67 | |
| Twilio Cl A (TWLO) | 2.0 | $60M | 868k | 69.14 | |
| Zscaler Incorporated (ZS) | 1.8 | $53M | 325k | 164.37 | |
| Okta Cl A (OKTA) | 1.7 | $51M | 894k | 56.87 | |
| Lam Research Corporation | 0.7 | $21M | 56k | 366.00 | |
| Avidxchange Holdings (AVDX) | 0.6 | $17M | 2.0M | 8.42 | |
| Ringcentral Cl A (RNG) | 0.3 | $10M | 254k | 39.96 | |
| Zoominfo Technologies Common Stock (GTM) | 0.1 | $2.1M | 50k | 41.66 | |
| Freshworks Class A Com (FRSH) | 0.1 | $1.9M | 150k | 12.97 | |
| Vtex Shs Cl A (VTEX) | 0.0 | $1.1M | 300k | 3.70 | |
| Amplitude Com Cl A (AMPL) | 0.0 | $934k | 60k | 15.47 | |
| Rivian Automotive Com Cl A (RIVN) | 0.0 | $658k | 20k | 32.90 |
