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
$660M
AUM Growth
+$42.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
27
New
Increased
Reduced
Closed

Top Buys

1 +$32.7M
2 +$26.6M
3 +$13.2M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$9.09M
5
NMBL
Nimble Storage, Inc.
NMBL
+$4.6M

Top Sells

1 +$39.3M
2 +$21.3M
3 +$19.4M
4
LNKD
LinkedIn Corporation
LNKD
+$14.6M
5
YELP icon
Yelp
YELP
+$10.8M

Sector Composition

1 Technology 32.91%
2 Consumer Discretionary 25.06%
3 Communication Services 15.13%
4 Healthcare 5.68%
5 Utilities 2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-500,000
27
-600,000