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

Top Buys

1
+$146M
2
+$121M
3
+$68.1M
4
PANW icon
Palo Alto Networks
PANW
+$39.8M
5
AMZN icon
Amazon
AMZN
+$29.2M

Top Sells

1
+$234M
2
+$138M
3
+$64.4M
4
CRWD icon
CrowdStrike
CRWD
+$48.7M
5
SE icon
Sea Limited
SE
+$36M

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
– –
-7,381,000
28
– –
-355,000
29
– –
-871,519
30
– –
-3,936,000
1
2