SM

SCGE Management Portfolio holdings

AUM $4.39B
1-Year Est. Return 25.29%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$738M
AUM Growth
+$45.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$44.1M
2
+$33.2M
3
+$26.6M
4
AMZN icon
Amazon
AMZN
+$26M
5
VEEV icon
Veeva Systems
VEEV
+$20.7M

Top Sells

1
+$36.8M
2
+$29.5M
3
+$9.9M
4
META icon
Meta Platforms (Facebook)
META
+$9.51M
5
P
Pandora Media Inc
P
+$9.31M

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%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$679K 0.09%
20,000
27
– –
-100,000
28
– –
-350,000
29
– –
-300,000
1
2