SCGE Management’s Yelp YELP Stock Holding History

SCGE Management’s Portfolio YELP Stock Details YELP Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2015 Q4	–	Sell	-500,000	Closed	-$10.8M	–	26
2015 Q3	$10.8M	Buy	500,000 +82,900	+20%	+$2.3M	1.75%	17
2015 Q2	$17.9M	Buy	417,100 +167,100	+67%	+$7.75M	2.39%	18
2015 Q1	$11.8M	Buy	+250,000	New	+$12.4M	1.7%	20

Other funds holding YELP

TCM

Tybourne Capital Management Hong Kong $30.9M AUM 20.1% 1-Year Est. Return

JSP

Jackson Square Partners Larkspur, California $247M AUM 20.29% 1-Year Est. Return

Maverick Capital Dallas, Texas $8.67B AUM 48.76% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Eminence Capital New York $4.36B AUM 3.1% 1-Year Est. Return

Apex Capital Orinda, California $938M AUM 4.67% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

EAM

EastBay Asset Management New York $27.9M AUM 37.2% 1-Year Est. Return

SCGE Management's YELP Position: Q4 2015 in Review

SCGE Management sold out of Yelp (YELP) in Q4 2015, closing a stake of 500,000 shares — an estimated $10.8M sold.

SCGE Management first reported a position in YELP in Q1 2015 and held it in 3 quarters. The position peaked at $17.9M in Q2 2015. 190 funds tracked by Wall St. Rank hold YELP as of Q4 2015.

SCGE Management reported no remaining Yelp position as of Q4 2015 after selling out during the quarter.
SCGE Management sold 500,000 Yelp shares in Q4 2015, an estimated $10.8M.
SCGE Management first reported a position in Yelp in Q1 2015 and held it in 3 quarters.
SCGE Management's Yelp position peaked at $17.9M in Q2 2015.
190 funds tracked by Wall St. Rank held Yelp as of Q4 2015.

Based on SCGE Management's 13F filing for Q4 2015, filed 16 Feb 2016.