SM
SCGE Management Portfolio holdings
AUM
$4.77B
This Quarter Return
+37.46%
1 Year Return
+48.09%
3 Year Return
+260.15%
5 Year Return
+185.75%
10 Year Return
+1,628.86%
AUM
$1.6B
AUM Growth
+$1.6B
(+42%)
Cap. Flow
+$57M
Cap. Flow
% of AUM
3.56%
Top 10 Holdings %
Top 10 Hldgs %
79.23%
Holding
21
New
2
Increased
4
Reduced
2
Closed
3
Top Buys
1 |
Pinduoduo
PDD
|
$47.4M |
2 |
Okta
OKTA
|
$29M |
3 |
RingCentral
RNG
|
$27M |
4 |
Meta Platforms (Facebook)
META
|
$16.7M |
5 |
PayPal
PYPL
|
$6.75M |
Top Sells
1 |
MongoDB
MDB
|
$26.2M |
2 |
NEWR
New Relic, Inc.
NEWR
|
$20.5M |
3 |
MIME
Mimecast Limited
MIME
|
$14.2M |
4 |
Dropbox
DBX
|
$10.2M |
5 |
Domo
DOMO
|
$1.37M |
Sector Composition
1 | Technology | 68.89% |
2 | Consumer Discretionary | 14.63% |
3 | Communication Services | 9.41% |
4 | Financials | 6.46% |
5 | Consumer Staples | 0.6% |