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
$2.83B
AUM Growth
-$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
31
New
Increased
Reduced
Closed

Top Buys

1 +$155M
2 +$150M
3 +$75.2M
4
AMAT icon
Applied Materials
AMAT
+$50.3M
5
PDD icon
Pinduoduo
PDD
+$10M

Top Sells

1 +$108M
2 +$103M
3 +$70.5M
4
HUBS icon
HubSpot
HUBS
+$51.5M
5
SHOP icon
Shopify
SHOP
+$31.7M

Sector Composition

1 Technology 67.84%
2 Consumer Discretionary 22.1%
3 Communication Services 5.59%
4 Financials 4.46%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
-1,155,000
27
-940,000
28
-1,250,000
29
-20,000
30
-253,700
31
-300,000