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
$2.54B
AUM Growth
+$1.28B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
74
New
Increased
Reduced
Closed

Top Buys

1
+$395M
2
+$114M
3
+$97.6M
4
WDAY icon
Workday
WDAY
+$90.7M
5
MSFT icon
Microsoft
MSFT
+$75.7M

Top Sells

1
+$29M
2
+$28.1M
3
+$22.2M
4
AXON icon
Axon Enterprise
AXON
+$12.8M
5
UBER icon
Uber
UBER
+$11.3M

Sector Composition

1 Communication Services 47.48%
2 Technology 29.3%
3 Consumer Discretionary 13.73%
4 Real Estate 3.41%
5 Healthcare 3.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.39M 0.37%
+156,000
27
$7.69M 0.3%
64,000
+56,400
28
$7.15M 0.28%
44,000
+6,000
29
$6.97M 0.27%
65,000
+6,000
30
$5.92M 0.23%
+34,000
31
$5.5M 0.21%
56,000
-130,000
32
$5M 0.19%
119,000
-15,000
33
$4.82M 0.19%
155,000
-365,000
34
$4.76M 0.19%
67,000
-8,000
35
$4.31M 0.17%
124,000
+69,000
36
$3.04M 0.12%
+32,000
37
$2.41M 0.09%
6,200
-3,800
38
$2.36M 0.09%
+11,800
39
$2.09M 0.08%
+15,000
40
$2.06M 0.08%
+11,000
41
$1.9M 0.07%
4,300
-1,700
42
$1.62M 0.06%
+22,000
43
$1.55M 0.06%
52,000
-8,000
44
$1.45M 0.06%
+11,000
45
$1.33M 0.05%
+15,000
46
$1.23M 0.05%
17,000
-28,000
47
$997K 0.04%
+22,000
48
$967K 0.04%
9,600
+1,500
49
$839K 0.03%
+27,000
50
$758K 0.03%
+4,400
1
2
3