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
$490M
AUM Growth
+$26.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$39.3M
2
+$18.1M
3
+$8.47M
4
INST
Instructure, Inc.
INST
+$6.6M
5
LSXMK
Liberty Media Corporation Series C Liberty SiriusXM Common Stock
LSXMK
+$5.39M

Top Sells

1
+$53.7M
2
+$18.1M
3
+$16M
4
AMZN icon
Amazon
AMZN
+$8.81M
5
COUP
Coupa Software Incorporated
COUP
+$8.58M

Sector Composition

1 Technology 55.58%
2 Communication Services 19.07%
3 Financials 8.28%
4 Consumer Discretionary 7.79%
5 Materials 3.69%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$890K 0.18%
+6,100
27
$800K 0.16%
+2,150
28
$645K 0.13%
+3,300
29
$558K 0.11%
+1,500
30
$505K 0.1%
12,000
-65,000
31
$426K 0.09%
+2,500
32
$398K 0.08%
+2,200
33
$354K 0.07%
13,000
+3,000
34
$336K 0.07%
+13,500
35
$309K 0.06%
+8,585
36
$285K 0.06%
+1,600
37
$285K 0.06%
+7,228
38
$284K 0.06%
1,262
-2,664
39
$277K 0.06%
+20,000
40
$247K 0.05%
+1,700
41
$147K 0.03%
+10,500
42
– –
-14,000
43
– –
-9,800
44
– –
-14,500
45
– –
-40,000
46
– –
-4,800
47
– –
-4,000
48
– –
-276,500
49
– –
-26,500
50
– –
-9,500
1
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