SGM

Skye Global Management Portfolio holdings

AUM $4.69B
1-Year Return 19.42%
This Quarter Return
+8.49%
1 Year Return
+19.42%
3 Year Return
+101.07%
5 Year Return
+111.78%
10 Year Return
–
AUM
$234M
AUM Growth
–
Cap. Flow
+$234M
Cap. Flow %
100%
Top 10 Hldgs %
84.5%
Holding
42
New
42
Increased
–
Reduced
–
Closed
–

Top Buys

1
MSFT icon
Microsoft
MSFT
$62.2M
2
TTWO icon
Take-Two Interactive
TTWO
$30.7M
3
AMZN icon
Amazon
AMZN
$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 Shares
Change % 		Capital Flow
KKR icon
26
KKR & Co
KKR
$122B
$759K 0.32%
+36,000
New +$759K
CCF
27
DELISTED
Chase Corporation
CCF
$717K 0.31%
+5,950
New +$717K
ATVI
28
DELISTED
Activision Blizzard Inc.
ATVI
$716K 0.31%
+11,300
New +$716K
GWRE icon
29
Guidewire Software
GWRE
$18.3B
$687K 0.29%
+9,250
New +$687K
WDAY icon
30
Workday
WDAY
$61.3B
$631K 0.27%
+6,200
New +$631K
SHOP icon
31
Shopify
SHOP
$187B
$606K 0.26%
+60,000
New +$606K
TEAM icon
32
Atlassian
TEAM
$44B
$547K 0.23%
+12,000
New +$547K
FWONA icon
33
Liberty Media Series A
FWONA
$22.5B
$524K 0.22%
+16,711
New +$524K
NOW icon
34
ServiceNow
NOW
$186B
$522K 0.22%
+4,000
New +$522K
LYV icon
35
Live Nation Entertainment
LYV
$37.8B
$462K 0.2%
+10,850
New +$462K
V icon
36
Visa
V
$682B
$457K 0.19%
+4,000
New +$457K
JD icon
37
JD.com
JD
$43.8B
$435K 0.19%
+10,500
New +$435K
SBAC icon
38
SBA Communications
SBAC
$20.9B
$327K 0.14%
+2,000
New +$327K
CRM icon
39
Salesforce
CRM
$232B
$317K 0.14%
+3,100
New +$317K
NYT icon
40
New York Times
NYT
$9.64B
$315K 0.13%
+17,000
New +$315K
CHDN icon
41
Churchill Downs
CHDN
$7.11B
$256K 0.11%
+6,600
New +$256K
GDDY icon
42
GoDaddy
GDDY
$20B
$202K 0.09%
+4,000
New +$202K
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