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
$722M
AUM Growth
-$84.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$34.7M
2
+$33.2M
3
+$20.2M
4
ZG icon
Zillow
ZG
+$15.4M
5
WUBA
58.com Inc
WUBA
+$10.4M

Top Sells

1
+$44.3M
2
+$35M
3
+$23.4M
4
AMT icon
American Tower
AMT
+$21.1M
5
VEEV icon
Veeva Systems
VEEV
+$15.4M

Sector Composition

1 Technology 35.35%
2 Consumer Discretionary 25.28%
3 Communication Services 16.02%
4 Consumer Staples 2.34%
5 Real Estate 1.91%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$61.3M 8.49%
3,000,000
-600,000
2
$55.1M 7.64%
240,000
3
$52M 7.2%
500,000
-225,000
4
$48.9M 6.77%
720,000
5
$44.7M 6.19%
1,075,000
+250,000
6
$44.5M 6.16%
1,900,000
-200,000
7
$44M 6.09%
2,250,000
8
$40.8M 5.65%
500,000
-25,000
9
$40.3M 5.58%
1,150,000
10
$39.9M 5.53%
700,000
-50,000
11
$34.7M 4.81%
+1,500,000
12
$33.2M 4.6%
+1,085,860
13
$28.1M 3.89%
825,000
-375,000
14
$27.9M 3.87%
1,800,000
-200,000
15
$23.9M 3.31%
320,000
+270,000
16
$17M 2.35%
200,000
-75,000
17
$16.9M 2.34%
3,600,000
-2,400,000
18
$15.4M 2.13%
+435,000
19
$13.8M 1.91%
750,000
20
$11.7M 1.62%
150,000
21
$7.92M 1.1%
225,000
+150,000
22
$7.12M 0.99%
500,000
23
$6.6M 0.91%
250,000
-584,717
24
$5.35M 0.74%
300,000
-200,000
25
$996K 0.14%
100,000
1
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