SM
SCGE Management Portfolio holdings
AUM
$4.77B
This Quarter Return
+9.47%
1 Year Return
+48.09%
3 Year Return
+260.15%
5 Year Return
+185.75%
10 Year Return
+1,628.86%
AUM
$696M
AUM Growth
+$696M
(-3.5%)
Cap. Flow
-$65.1M
Cap. Flow
% of AUM
-9.35%
Top 10 Holdings %
Top 10 Hldgs %
68.37%
Holding
28
New
3
Increased
5
Reduced
7
Closed
6
Top Buys
| 1 |
Veeva Systems
VEEV
|
$38.2M |
| 2 |
SEMI
SunEdison Semiconductor Limited
SEMI
|
$29.3M |
| 3 |
Workday
WDAY
|
$21.1M |
| 4 |
Yelp
YELP
|
$11.8M |
| 5 |
JD.com
JD
|
$10.3M |
Top Sells
| 1 |
Palo Alto Networks
PANW
|
$43.8M |
| 2 |
ServiceNow
NOW
|
$37M |
| 3 |
WUBA
58.COM INC
WUBA
|
$33.5M |
| 4 |
DATA
Tableau Software, Inc.
DATA
|
$17M |
| 5 |
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% |