SGM

Skye Global Management Portfolio holdings

AUM $4.92B
1-Year Est. Return 18.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.76%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$917M
AUM Growth
+$80.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$88.1M
2
+$54.5M
3
+$26.4M
4
GWRE icon
Guidewire Software
GWRE
+$24.1M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$15.4M

Top Sells

1
+$84.7M
2
+$25.6M
3
+$13.2M
4
DBX icon
Dropbox
DBX
+$9.52M
5
TWTR
Twitter, Inc.
TWTR
+$7.68M

Sector Composition

1 Communication Services 34.72%
2 Consumer Discretionary 33.79%
3 Technology 22.51%
4 Healthcare 2.04%
5 Financials 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$127K 0.01%
15,000
27
$82K 0.01%
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