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
$3.64B
AUM Growth
+$811M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
28
New
Increased
Reduced
Closed

Top Buys

1
+$69.4M
2
+$68.2M
3
+$66.8M
4
TSLA icon
Tesla
TSLA
+$50.6M
5
GTLB icon
GitLab
GTLB
+$38.3M

Top Sells

1
+$129M
2
+$106M
3
+$104M
4
ZS icon
Zscaler
ZS
+$36.4M
5
AMPL icon
Amplitude
AMPL
+$729K

Sector Composition

1 Technology 60.99%
2 Consumer Discretionary 25.2%
3 Communication Services 9.74%
4 Financials 4.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
-60,383
27
– –
-722,012
28
– –
-325,000
1
2