SGM

Skye Global Management Portfolio holdings

AUM $4.69B
1-Year Est. Return 19.42%
This Quarter Est. Return
1 Year Est. Return
+19.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$464M
AUM Growth
+$98.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
48
New
Increased
Reduced
Closed

Top Buys

1
+$24.8M
2
+$24.2M
3
+$14.2M
4
COUP
Coupa Software Incorporated
COUP
+$13.9M
5
AAPL icon
Apple
AAPL
+$13.1M

Top Sells

1
+$8.38M
2
+$7.68M
3
+$6.3M
4
AMZN icon
Amazon
AMZN
+$5.27M
5
TTWO icon
Take-Two Interactive
TTWO
+$4.5M

Sector Composition

1 Technology 58.46%
2 Communication Services 31.33%
3 Consumer Discretionary 8.38%
4 Healthcare 0.99%
5 Real Estate 0.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$479K 0.1%
9,500
-6,500
27
$474K 0.1%
11,500
-12,500
28
$402K 0.09%
+4,000
29
$303K 0.07%
+5,500
30
$294K 0.06%
+4,000
31
$259K 0.06%
+10,000
32
$237K 0.05%
4,800
-600
33
– –
-4,000
34
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-9,000
35
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-24,000
36
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-56,000
37
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-6,000
38
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-46,000
39
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-8,000
40
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-125,000
41
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-23,633
42
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-21,500
43
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-16,000
44
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-16,000
45
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-14,000
46
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-8,000
47
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-12,534
48
– –
-4,000
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