SM
SCGE Management Portfolio holdings
AUM
$4.77B
1-Year Return
48.09%
This Quarter Return
+0.67%
1 Year Return
+48.09%
3 Year Return
+260.15%
5 Year Return
+185.75%
10 Year Return
+1,628.86%
AUM
$738M
AUM Growth
+$45.7M
(+6.6%)
Cap. Flow
+$49.5M
Cap. Flow
% of AUM
6.7%
Top 10 Holdings %
Top 10 Hldgs %
64.45%
Holding
29
New
2
Increased
8
Reduced
8
Closed
3
Top Buys
| 1 |
LNKD
LinkedIn Corporation
LNKD
|
$39.8M |
| 2 |
WUBA
58.COM INC
WUBA
|
$32.8M |
| 3 |
ZU
ZULILY INC CLASS A COMMON STOCK
ZU
|
$27.6M |
| 4 |
Amazon
AMZN
|
$23.5M |
| 5 |
Veeva Systems
VEEV
|
$17.1M |
Top Sells
| 1 |
VNET
VNET Group
VNET
|
$42.4M |
| 2 |
Equinix
EQIX
|
$29.6M |
| 3 |
P
Pandora Media Inc
P
|
$9.31M |
| 4 |
Meta Platforms (Facebook)
META
|
$9.04M |
| 5 |
TWTR
Twitter, Inc.
TWTR
|
$8.17M |
Sector Composition
| 1 | Communication Services | 26.5% |
| 2 | Technology | 23.42% |
| 3 | Real Estate | 15.14% |
| 4 | Consumer Discretionary | 10.78% |
| 5 | Consumer Staples | 6.31% |