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
$964M
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$188M
2
+$64.1M
3
+$51.1M
4
UBER icon
Uber
UBER
+$16.9M
5
DHR icon
Danaher
DHR
+$15.3M

Top Sells

1
+$199M
2
+$101M
3
+$58.7M
4
TEAM icon
Atlassian
TEAM
+$51M
5
ADBE icon
Adobe
ADBE
+$14.2M

Sector Composition

1 Communication Services 47.92%
2 Technology 30.45%
3 Consumer Discretionary 13.65%
4 Industrials 3.14%
5 Healthcare 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.57M 0.15%
2,800
+2,100
27
$1.48M 0.14%
+12,000
28
$1.41M 0.13%
+21,800
29
$1.33M 0.13%
+5,600
30
$922K 0.09%
41,000
-94,000
31
$645K 0.06%
+32,000
32
$483K 0.05%
+10,860
33
$463K 0.04%
+3,100
34
$447K 0.04%
4,800
+4,000
35
$377K 0.04%
+660
36
$308K 0.03%
2,800
-700
37
$236K 0.02%
+8,000
38
$171K 0.02%
+4,000
39
$156K 0.01%
+2,600
40
– –
0
41
– –
-8,400
42
– –
-1,400
43
– –
-24,500
44
– –
-49,000
45
– –
-3,500
46
– –
-21,400
47
– –
0
48
– –
-21,000
49
– –
-1,400
50
– –
-15,000
1
2