Scge Management, L.p. Buys HubSpot Inc, Baidu Inc, TAL Education Group, Sells Symantec Corp, Mimecast, 58.com Inc

• New Purchases: HUBS, BIDU, TAL, BILI, DBX, FOSL,
• Added Positions: FB, ATVI, PYPL, NVDA, AMZN, BABA, AMAT, SNAP,
• Reduced Positions: MIME, SHOP, DESP,
• Sold Out: SYMC, WUBA, WDAY, ADSK, OKTA,

For the details of SCGE MANAGEMENT, L.P.'s stock buys and sells, go to http://www.gurufocus.com/StockBuy.php?GuruName=SCGE+MANAGEMENT%2C+L.P.

1. Shopify Inc (SHOP) - 740,420 shares, 10.72% of the total portfolio. Shares reduced by 15.38%
2. Facebook Inc (FB) - 530,000 shares, 9.84% of the total portfolio. Shares added by 41.33%
3. Amazon.com Inc (AMZN) - 55,000 shares, 9.25% of the total portfolio. Shares added by 17.02%
4. Alibaba Group Holding Ltd (BABA) - 396,000 shares, 8.45% of the total portfolio. Shares added by 14.78%
5. ServiceNow Inc (NOW) - 425,000 shares, 8.17% of the total portfolio.

Scge Management, L.p. initiated holding in HubSpot Inc. The purchase prices were between $89.15 and $120.5, with an estimated average price of $104.22. The stock is now traded at around $110.60. The impact to a portfolio due to this purchase was 8%. The holding were 635,450 shares as of 2018-03-31.

Scge Management, L.p. initiated holding in Baidu Inc. The purchase prices were between $212.07 and $265.67, with an estimated average price of $246.43. The stock is now traded at around $271.92. The impact to a portfolio due to this purchase was 5.67%. The holding were 218,500 shares as of 2018-03-31.

Scge Management, L.p. initiated holding in TAL Education Group. The purchase prices were between $27.91 and $41.23, with an estimated average price of $34.32. The stock is now traded at around $40.72. The impact to a portfolio due to this purchase was 2.97%. The holding were 690,000 shares as of 2018-03-31.

Scge Management, L.p. initiated holding in Bilibili Inc. The purchase prices were between $11 and $11.24, with an estimated average price of $11.12. The stock is now traded at around $12.16. The impact to a portfolio due to this purchase was 2.53%. The holding were 1,975,000 shares as of 2018-03-31.

Scge Management, L.p. initiated holding in Dropbox Inc. The purchase prices were between $28.48 and $31.25, with an estimated average price of $30.21. The stock is now traded at around $29.55. The impact to a portfolio due to this purchase was 1.82%. The holding were 500,000 shares as of 2018-03-31.

Scge Management, L.p. initiated holding in Fossil Group Inc. The purchase prices were between $7.34 and $16.97, with an estimated average price of $11.05. The stock is now traded at around $18.87. The impact to a portfolio due to this purchase was 0.96%. The holding were 650,000 shares as of 2018-03-31.

Scge Management, L.p. added to a holding in Facebook Inc by 41.33%. The purchase prices were between $152.22 and $193.09, with an estimated average price of $179.55. The stock is now traded at around $184.32. The impact to a portfolio due to this purchase was 2.88%. The holding were 530,000 shares as of 2018-03-31.

Scge Management, L.p. added to a holding in Activision Blizzard Inc by 79.00%. The purchase prices were between $64.31 and $78.22, with an estimated average price of $70.59. The stock is now traded at around $70.17. The impact to a portfolio due to this purchase was 2.48%. The holding were 716,000 shares as of 2018-03-31.

Scge Management, L.p. added to a holding in PayPal Holdings Inc by 49.06%. The purchase prices were between $72.32 and $85.45, with an estimated average price of $79.23. The stock is now traded at around $77.79. The impact to a portfolio due to this purchase was 2.29%. The holding were 790,000 shares as of 2018-03-31.

Scge Management, L.p. added to a holding in NVIDIA Corp by 88.00%. The purchase prices were between $199.35 and $250.48, with an estimated average price of $234.98. The stock is now traded at around $245.56. The impact to a portfolio due to this purchase was 1.78%. The holding were 141,000 shares as of 2018-03-31.

Scge Management, L.p. added to a holding in Snap Inc by 32.59%. The purchase prices were between $13.26 and $20.75, with an estimated average price of $16.23. The stock is now traded at around $10.65. The impact to a portfolio due to this purchase was 0.78%. The holding were 1,730,600 shares as of 2018-03-31.

Scge Management, L.p. sold out a holding in Symantec Corp. The sale prices were between $25.51 and $29.57, with an estimated average price of $27.21.

Scge Management, L.p. sold out a holding in 58.com Inc. The sale prices were between $67.82 and $86.06, with an estimated average price of $78.92.

Scge Management, L.p. sold out a holding in Workday Inc. The sale prices were between $103.4 and $139.07, with an estimated average price of $122.34.

Scge Management, L.p. sold out a holding in Autodesk Inc. The sale prices were between $104.81 and $139.36, with an estimated average price of $119.09.

Scge Management, L.p. sold out a holding in Okta Inc. The sale prices were between $25.61 and $42.6, with an estimated average price of $33.17.