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

Top Buys

1 +$83.1M
2 +$77.1M
3 +$62.5M
4
TSLA icon
Tesla
TSLA
+$60.2M
5
UBER icon
Uber
UBER
+$35.3M

Top Sells

1 +$153M
2 +$119M
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