Scge Management as of Dec. 31, 2022
Portfolio Holdings for Scge Management
Scge Management holds 24 positions in its portfolio as reported in the December 2022 quarterly 13F filing
Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
---|---|---|---|---|---|
Microsoft Corporation (MSFT) | 13.6 | $385M | 1.6M | 239.82 | |
Servicenow (NOW) | 12.8 | $363M | 935k | 388.27 | |
Shopify Cl A (SHOP) | 10.3 | $292M | 8.4M | 34.71 | |
Amazon (AMZN) | 8.5 | $239M | 2.9M | 84.00 | |
Doordash Cl A (DASH) | 6.1 | $172M | 3.5M | 48.82 | |
Uber Technologies (UBER) | 5.5 | $155M | 6.3M | 24.73 | |
Crowdstrike Hldgs Cl A (CRWD) | 5.5 | $155M | 1.5M | 105.29 | |
Meta Platforms Cl A (META) | 5.3 | $150M | 1.2M | 120.34 | |
Sea Sponsord Ads (SE) | 5.1 | $144M | 2.8M | 52.03 | |
Nu Hldgs Ord Shs Cl A (NU) | 4.5 | $126M | 31M | 4.07 | |
Hubspot (HUBS) | 4.1 | $116M | 402k | 289.13 | |
Snowflake Cl A (SNOW) | 3.7 | $104M | 722k | 143.54 | |
Lam Research Corporation (LRCX) | 3.5 | $99M | 235k | 420.30 | |
Okta Cl A (OKTA) | 2.2 | $61M | 894k | 68.33 | |
Coupang Cl A (CPNG) | 2.1 | $60M | 4.1M | 14.71 | |
Sentinelone Cl A (S) | 2.0 | $57M | 3.9M | 14.59 | |
Applied Materials (AMAT) | 1.8 | $50M | 517k | 97.38 | |
Twilio Cl A (TWLO) | 1.5 | $43M | 868k | 48.96 | |
Zscaler Incorporated (ZS) | 1.3 | $36M | 325k | 111.90 | |
Pinduoduo Sponsored Ads (PDD) | 0.4 | $10M | 123k | 81.55 | |
Kanzhun Sponsored Ads (BZ) | 0.3 | $8.5M | 415k | 20.37 | |
Freshworks Class A Com (FRSH) | 0.1 | $2.2M | 150k | 14.71 | |
Zoominfo Technologies Common Stock (ZI) | 0.1 | $1.5M | 50k | 30.11 | |
Amplitude Com Cl A (AMPL) | 0.0 | $729k | 60k | 12.08 |