MCAI

Meritech Capital Associates III Portfolio holdings

AUM $45.8M
1-Year Est. Return 24.9%
This Quarter Est. Return
1 Year Est. Return
+24.9%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$692M
AUM Growth
+$270M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$232M

Top Sells

1
+$174M
2
+$29.3M
3
+$15.9M
4
IMPV
Imperva, Inc.
IMPV
+$1.56M

Sector Composition

1 Communication Services 49.19%
2 Technology 40.77%
3 Healthcare 3.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$305M 44.04%
6,069,421
-3,459,643
2
$232M 33.49%
+3,254,868
3
$45.4M 6.55%
881,722
-570,000
4
$35.7M 5.16%
3,867,954
5
$31.7M 4.58%
293,951
-147,311
6
$24.1M 3.48%
2,400,466
7
$18.7M 2.7%
444,380
-37,026
8
– –
0
9
– –
0