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
$4.24B
AUM Growth
+$601M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
30
New
Increased
Reduced
Closed

Top Buys

1 +$160M
2 +$154M
3 +$73.4M
4
PANW icon
Palo Alto Networks
PANW
+$48.9M
5
AMZN icon
Amazon
AMZN
+$33.4M

Top Sells

1 +$234M
2 +$159M
3 +$64.4M
4
CRWD icon
CrowdStrike
CRWD
+$48.7M
5
GTLB icon
GitLab
GTLB
+$29.9M

Sector Composition

1 Technology 62.49%
2 Consumer Discretionary 19.83%
3 Communication Services 11.9%
4 Financials 5.77%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$1.27M 0.03%
50,000
27
-355,000
28
-871,519
29
-3,936,000
30
-7,381,000