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
$836M
AUM Growth
+$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$162M
2
+$112M
3
+$14.8M
4
DBX icon
Dropbox
DBX
+$9.52M
5
SUI icon
Sun Communities
SUI
+$2.18M

Top Sells

1
+$89.8M
2
+$45.5M
3
+$33.9M
4
NOW icon
ServiceNow
NOW
+$29.4M
5
SMAR
Smartsheet Inc.
SMAR
+$16.6M

Sector Composition

1 Communication Services 39.26%
2 Consumer Discretionary 29.95%
3 Technology 26.97%
4 Healthcare 2.8%
5 Real Estate 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$549K 0.06%
2,000
-107,000
27
$453K 0.05%
+3,000
28
$448K 0.05%
6,000
-1,800
29
$383K 0.04%
+3,000
30
$192K 0.02%
2,000
-9,000
31
$180K 0.02%
6,000
-19,000
32
$140K 0.01%
+15,000
33
– –
-30,000
34
– –
-31,000
35
– –
-1,900
36
– –
-2,900
37
– –
-5,900
38
– –
-11,000
39
– –
-290,000
40
– –
-407,000
41
– –
-125,500
42
– –
-4,700
43
– –
-37,500
44
– –
-9,000
45
– –
-3,800
46
– –
-1,400
47
– –
-10,500
48
– –
-49,000
49
– –
-45,000
50
– –
-1,900
1
2
3