SM

SCGE Management Portfolio holdings

AUM $4.77B
1-Year Est. Return 48.09%
This Quarter Est. Return
1 Year Est. Return
+48.09%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$818M
AUM Growth
+$79.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
34
New
Increased
Reduced
Closed

Top Buys

1
+$39.9M
2
+$33.1M
3
+$27M
4
JMEI
Jumei International Holding Limited American depositary shares, each representing ten Class A ordina
JMEI
+$23.1M
5
DATA
Tableau Software, Inc.
DATA
+$22.5M

Top Sells

1
+$34.7M
2
+$26.3M
3
+$16.2M
4
TRLA
TRULIA INC (DEL)
TRLA
+$14.1M
5
PEGA icon
Pegasystems
PEGA
+$13.6M

Sector Composition

1 Technology 26.44%
2 Communication Services 18.69%
3 Real Estate 15.16%
4 Consumer Discretionary 8.21%
5 Consumer Staples 6.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
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-1,538,812
27
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-25,000
28
– –
-1,150,000
29
– –
-129,674
30
– –
-25,000
31
– –
-20,000
32
– –
-200,500
33
– –
-1,043,096
34
– –
-425,000
1
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