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
$1.98B
AUM Growth
-$21.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1 +$112M
2 +$51.6M
3 +$28.7M
4
PYPL icon
PayPal
PYPL
+$24.9M
5
HUBS icon
HubSpot
HUBS
+$23.4M

Top Sells

1 +$82.7M
2 +$46.9M
3 +$19.1M
4
LINX
Linx S.A.
LINX
+$13.2M
5
MIME
Mimecast Limited
MIME
+$4.82M

Sector Composition

1 Technology 66.86%
2 Consumer Discretionary 13.43%
3 Communication Services 11.9%
4 Financials 6.48%
5 Consumer Staples 0.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-1,450,000