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
$10.7B
AUM Growth
+$1.76B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$206M
2
+$76.9M
3
+$64M
4
BEKE icon
KE Holdings
BEKE
+$58.3M
5
BZ icon
Kanzhun
BZ
+$397K

Top Sells

1
+$81K

Sector Composition

1 Technology 63.93%
2 Consumer Discretionary 27.6%
3 Financials 4.9%
4 Communication Services 2.88%
5 Real Estate 0.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$76.9M 0.72%
+1,618,504
27
$64M 0.6%
+942,304
28
$63.9M 0.6%
1,339,176
+1,223,584
29
$48.8M 0.46%
200,000
30
$17.7M 0.17%
78,000
31
$10.5M 0.1%
175,750
32
$8.12M 0.08%
1,000,000
33
$3.25M 0.03%
50,000
34
$2.61M 0.02%
50,000
35
$2.11M 0.02%
11,500
36
$1.53M 0.01%
40,000
37
$1.35M 0.01%
20,000
38
$1.34M 0.01%
65,000
39
$860K 0.01%
40,000
40
$397K ﹤0.01%
+10,000
41
– –
-1,667
1
2