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
$917M
AUM Growth
+$80.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$82.5M
2
+$51.8M
3
+$25.1M
4
TEAM icon
Atlassian
TEAM
+$24.3M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$15.8M

Top Sells

1
+$85.6M
2
+$24M
3
+$15.4M
4
DBX icon
Dropbox
DBX
+$9.52M
5
TWTR
Twitter, Inc.
TWTR
+$7.75M

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%
800
-1,200
28
– –
-12,000
29
– –
-22,000
30
– –
-6,000
31
– –
-3,000
32
– –
-3,000
33
– –
-14,500
34
– –
-380,000
35
– –
-34,404
36
– –
0
37
– –
-2,000
38
– –
-21,000
39
– –
-4,200
40
– –
-17,000
41
– –
-16,000
42
– –
-332,000
43
– –
-36,000
1
2