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
1
$459M 12.61%
988,000
+52,900
2
$403M 11.07%
8,407,000
3
$347M 9.53%
1,637,000
+392,000
4
$343M 9.43%
1,191,000
-414,000
5
$294M 8.08%
2,850,000
6
$239M 6.56%
2,759,987
7
$234M 6.43%
7,381,000
+1,113,000
8
$225M 6.17%
3,532,115
9
$172M 4.73%
402,000
10
$148M 4.06%
31,042,831
11
$125M 3.42%
2,350,000
12
$90.5M 2.48%
5,653,818
+1,562,500
13
$77.1M 2.12%
+366,961
14
$77.1M 2.12%
893,500
15
$64.4M 1.77%
3,936,000
16
$63.5M 1.74%
517,000
17
$62.5M 1.72%
+910,500
18
$60.2M 1.65%
+290,000
19
$57.8M 1.59%
868,100
20
$48.7M 1.34%
355,000
-1,116,438
21
$29.9M 0.82%
+871,519
22
$9.32M 0.26%
122,818
23
$7.9M 0.22%
415,100
24
$2.3M 0.06%
150,000
25
$1.24M 0.03%
50,000
1
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