SGM
Skye Global Management Portfolio holdings
AUM
$4.69B
This Quarter Return
+12.41%
1 Year Return
+19.42%
3 Year Return
+101.07%
5 Year Return
+111.78%
10 Year Return
–
AUM
$464M
AUM Growth
+$464M
(+27%)
Cap. Flow
+$64.7M
Cap. Flow
% of AUM
13.94%
Top 10 Holdings %
Top 10 Hldgs %
92.02%
Holding
48
New
12
Increased
10
Reduced
10
Closed
16
Top Buys
| 1 |
Alphabet (Google) Class C
GOOG
|
$24.8M |
| 2 |
Meta Platforms (Facebook)
META
|
$24.2M |
| 3 |
SAIL
SailPoint Technologies Holdings, Inc. Common Stock
SAIL
|
$14.2M |
| 4 |
COUP
Coupa Software Incorporated
COUP
|
$13.9M |
| 5 |
Apple
AAPL
|
$13.1M |
Top Sells
| 1 |
Autodesk
ADSK
|
$8.38M |
| 2 |
GTT
GTT Communications, Inc.
GTT
|
$7.68M |
| 3 |
Microsoft
MSFT
|
$6.3M |
| 4 |
Amazon
AMZN
|
$5.27M |
| 5 |
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% |
