SM
SCGE Management Portfolio holdings
AUM
$4.77B
This Quarter Return
-6.24%
1 Year Return
+48.09%
3 Year Return
+260.15%
5 Year Return
+185.75%
10 Year Return
+1,628.86%
AUM
$1.98B
AUM Growth
+$1.98B
(-1.1%)
Cap. Flow
+$121M
Cap. Flow
% of AUM
6.11%
Top 10 Holdings %
Top 10 Hldgs %
76.66%
Holding
26
New
3
Increased
7
Reduced
3
Closed
3
Top Buys
| 1 |
MDLA
Medallia, Inc.
MDLA
|
$112M |
| 2 |
Twilio
TWLO
|
$51.6M |
| 3 |
ServiceNow
NOW
|
$28.7M |
| 4 |
PayPal
PYPL
|
$24.9M |
| 5 |
HubSpot
HUBS
|
$23.4M |
Top Sells
| 1 |
MongoDB
MDB
|
$82.7M |
| 2 |
Netflix
NFLX
|
$46.9M |
| 3 |
Pinterest
PINS
|
$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% |