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

Top Buys

1 +$42.2M
2 +$24.4M
3 +$21.1M
4
YELP icon
Yelp
YELP
+$12.4M
5
JD icon
JD.com
JD
+$9.4M

Top Sells

1 +$40.3M
2 +$34.6M
3 +$26.8M
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
-100,000
27
-750,000