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

Top Buys

1 +$44.2M
2 +$41.4M
3 +$39.2M
4
BABA icon
Alibaba
BABA
+$29.5M
5
SHOP icon
Shopify
SHOP
+$22.7M

Top Sells

1 +$10.7M
2 +$10.3M
3 +$8.93M
4
PS
Pluralsight, Inc. Class A Common Stock
PS
+$3.13M

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