SGM
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Skye Global Management’s Shell SHEL Stock Holding History

Skye Global Management’s Portfolio SHEL Stock Details SHEL Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q2 		– Sell
-136,500
Closed -$10M – 66
2025
Q1 		$10M Buy
+136,500
New +$9.2M 0.27% 32
2024
Q3 		– Sell
-1,217,652
Closed -$87.9M – 37
2024
Q2 		$87.9M Buy
1,217,652
+453,652
+59% +$32.4M 1.99% 12
2024
Q1 		$51.2M Buy
764,000
+753,500
+7,176% +$48.3M 1.22% 11
2023
Q4 		$691K Sell
10,500
-461,500
-98% -$30.3M 0.02% 22
2023
Q3 		$30.4M Buy
472,000
+148,000
+46% +$9.21M 0.88% 13
2023
Q2 		$19.6M Buy
324,000
+25,500
+9% +$1.53M 0.55% 15
2023
Q1 		$17.2M Buy
+298,500
New +$17.6M 0.59% 14

Other funds holding SHEL

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fisher Asset Management
Fisher Asset Management Camas, Washington $295B AUM 31.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
BC
Broadwater Capital Boston, Massachusetts $134M AUM 21.11% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
OAG
Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return