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
$1.26B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$165M
2
+$99.4M
3
+$42.3M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$31.2M
5
VEEV icon
Veeva Systems
VEEV
+$18.5M

Top Sells

1
+$40.6M
2
+$12.6M
3
+$8.17M
4
TEAM icon
Atlassian
TEAM
+$6.04M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.88M

Sector Composition

1 Communication Services 38.12%
2 Technology 32.88%
3 Consumer Discretionary 19.84%
4 Healthcare 3.98%
5 Industrials 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$3.76M 0.29%
+140,000
27
$3.12M 0.24%
10,000
-7,500
28
$2.61M 0.2%
+59,000
29
$2.61M 0.2%
45,000
+23,200
30
$1.92M 0.15%
6,000
+3,200
31
$1.61M 0.13%
7,600
+2,000
32
$1.6M 0.13%
+55,000
33
$1.47M 0.12%
60,000
-9,000
34
$1.46M 0.11%
+7,500
35
$1.21M 0.1%
+13,000
36
$1.19M 0.09%
7,600
-8,400
37
$1.18M 0.09%
+76,000
38
$948K 0.07%
10,000
-2,000
39
$926K 0.07%
10,000
-5,500
40
$765K 0.06%
+6,300
41
$625K 0.05%
8,100
+3,300
42
$606K 0.05%
+5,000
43
$419K 0.03%
+7,600
44
$191K 0.01%
10,000
+2,000
45
$180K 0.01%
+20,000
46
$131K 0.01%
3,800
-200
47
$118K 0.01%
+1,500
48
$111K 0.01%
1,000
-1,800
49
$65K 0.01%
+10,000
50
– –
-32,000
1
2
3