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
$2.47B
AUM Growth
+$493M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
26
New
Increased
Reduced
Closed

Top Buys

1
+$44.5M
2
+$39.7M
3
+$37.5M
4
BABA icon
Alibaba
BABA
+$26.1M
5
COUP
Coupa Software Incorporated
COUP
+$20.3M

Top Sells

1
+$10.7M
2
+$10.3M
3
+$8.93M
4
PS
Pluralsight, Inc. Class A Common Stock
PS
+$3.09M

Sector Composition

1 Technology 67.15%
2 Consumer Discretionary 14.46%
3 Communication Services 10.56%
4 Financials 5.41%
5 Consumer Staples 2.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-350,000
1
2