MCCP
Mission Creek Capital Partners Portfolio holdings
AUM
$450M
This Quarter Return
-5.49%
1 Year Return
+21.95%
3 Year Return
+118.44%
5 Year Return
+76.55%
10 Year Return
–
AUM
$671M
AUM Growth
+$671M
(+105%)
Cap. Flow
+$331M
Cap. Flow
% of AUM
49.32%
Top 10 Holdings %
Top 10 Hldgs %
58.54%
Holding
239
New
31
Increased
93
Reduced
77
Closed
9
Top Buys
| 1 |
Snowflake
SNOW
|
$207M |
| 2 |
Palantir
PLTR
|
$79.2M |
| 3 |
DoorDash
DASH
|
$40M |
| 4 |
Relay Therapeutics
RLAY
|
$10.3M |
| 5 |
Pinduoduo
PDD
|
$9.46M |
Top Sells
| 1 |
Zoom
ZM
|
$33M |
| 2 |
10x Genomics
TXG
|
$8.12M |
| 3 |
WORK
Slack Technologies, Inc.
WORK
|
$6.52M |
| 4 |
Twilio
TWLO
|
$5.37M |
| 5 |
Uber
UBER
|
$2.61M |
Sector Composition
| 1 | Technology | 54.21% |
| 2 | Consumer Discretionary | 11.9% |
| 3 | Healthcare | 6.02% |
| 4 | Communication Services | 3.61% |
| 5 | Industrials | 3.53% |
