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
$696M
AUM Growth
-$25.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1 +$38.2M
2 +$29.3M
3 +$21.1M
4
YELP icon
Yelp
YELP
+$11.8M
5
JD icon
JD.com
JD
+$10.3M

Top Sells

1 +$43.8M
2 +$37M
3 +$33.5M
4
DATA
Tableau Software, Inc.
DATA
+$17M
5
TAL icon
TAL Education Group
TAL
+$16.9M

Sector Composition

1 Technology 33.24%
2 Consumer Discretionary 30.89%
3 Communication Services 16.72%
4 Healthcare 6.4%
5 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-300,000
27
-100,000