SGM

Skye Global Management Portfolio holdings

AUM $4.97B
1-Year Est. Return 20.53%
This Quarter Est. Return
1 Year Est. Return
+20.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$62.2M
2
+$30.7M
3
+$27.2M
4
ADSK icon
Autodesk
ADSK
+$20.8M
5
MTN icon
Vail Resorts
MTN
+$14.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 41.06%
2 Communication Services 25.09%
3 Consumer Discretionary 18.23%
4 Healthcare 6.62%
5 Financials 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$759K 0.32%
+36,000
27
$717K 0.31%
+5,950
28
$716K 0.31%
+11,300
29
$687K 0.29%
+9,250
30
$631K 0.27%
+6,200
31
$606K 0.26%
+60,000
32
$547K 0.23%
+12,000
33
$524K 0.22%
+16,711
34
$522K 0.22%
+4,000
35
$462K 0.2%
+10,850
36
$457K 0.19%
+4,000
37
$435K 0.19%
+10,500
38
$327K 0.14%
+2,000
39
$317K 0.14%
+3,100
40
$315K 0.13%
+17,000
41
$256K 0.11%
+6,600
42
$202K 0.09%
+4,000
1
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