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
$801M
AUM Growth
+$307M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
54
New
Increased
Reduced
Closed

Top Buys

1
+$70.2M
2
+$36.9M
3
+$24.6M
4
TEAM icon
Atlassian
TEAM
+$21.7M
5
META icon
Meta Platforms (Facebook)
META
+$17.8M

Top Sells

1
+$32.7M
2
+$7.67M
3
+$7.27M
4
SAIL
SailPoint Technologies Holdings, Inc. Common Stock
SAIL
+$5.54M
5
INST
Instructure, Inc.
INST
+$5.38M

Sector Composition

1 Technology 47.49%
2 Communication Services 32.84%
3 Consumer Discretionary 12.1%
4 Healthcare 3.52%
5 Financials 2.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.56M 0.32%
31,000
+21,400
27
$2.41M 0.3%
+34,500
28
$1.42M 0.17%
11,000
-6,200
29
$1.2M 0.15%
+51,000
30
$986K 0.12%
+30,000
31
$983K 0.12%
11,000
+8,600
32
$926K 0.11%
4,700
+2,700
33
$794K 0.1%
+2,900
34
$702K 0.09%
14,900
-114,100
35
$650K 0.08%
+1,900
36
$623K 0.08%
+7,800
37
$557K 0.07%
5,900
-46,100
38
$517K 0.06%
25,000
+6,000
39
$441K 0.05%
+12,700
40
$423K 0.05%
+10,500
41
$402K 0.05%
14,000
-193,000
42
$273K 0.03%
+1,900
43
$256K 0.03%
6,500
+1,500
44
$250K 0.03%
9,000
45
$229K 0.03%
+1,400
46
$213K 0.03%
2,500
-30,300
47
$171K 0.02%
3,800
-100
48
– –
-13,500
49
– –
-74,000
50
– –
-830,000
1
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