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
$6.42B
AUM Growth
+$1.24B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
32
New
Increased
Reduced
Closed

Top Buys

1 +$181M
2 +$87.3M
3 +$72.8M
4
RNG icon
RingCentral
RNG
+$64.6M
5
SHOP icon
Shopify
SHOP
+$51.1M

Top Sells

1 +$36.7M
2 +$30.2M

Sector Composition

1 Technology 67.15%
2 Consumer Discretionary 17.68%
3 Financials 7.31%
4 Communication Services 6.25%
5 Consumer Staples 1.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$4.17M 0.06%
+50,000
27
$2.15M 0.03%
50,000
28
$1.42M 0.02%
+65,000
29
$1.16M 0.02%
+60,199
30
$1.15M 0.02%
11,500
31
$956K 0.01%
+15,592
32
-695,084