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
$722M
AUM Growth
-$84.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1 +$34.7M
2 +$33.2M
3 +$20.2M
4
ZG icon
Zillow
ZG
+$15.4M
5
WUBA
58.com Inc
WUBA
+$10.4M

Top Sells

1 +$44.3M
2 +$35M
3 +$23.4M
4
AMT icon
American Tower
AMT
+$21.1M
5
VEEV icon
Veeva Systems
VEEV
+$15.4M

Sector Composition

1 Technology 35.35%
2 Consumer Discretionary 25.28%
3 Communication Services 16.02%
4 Consumer Staples 2.34%
5 Real Estate 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-225,000
27
-1,557,600
28
-550,000
29
-1,203,295