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
$3.74B
AUM Growth
+$1.21B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$339M
2
+$308M
3
+$93.2M
4
WDAY icon
Workday
WDAY
+$87.8M
5
UBER icon
Uber
UBER
+$80.4M

Top Sells

1
+$116M
2
+$91.3M
3
+$37.1M
4
AAPL icon
Apple
AAPL
+$13.3M
5
CVNA icon
Carvana
CVNA
+$13.2M

Sector Composition

1 Communication Services 44.39%
2 Technology 37.75%
3 Consumer Discretionary 8.79%
4 Real Estate 3.68%
5 Industrials 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.5M 0.42%
15,200
+4,700
27
$14.4M 0.37%
93,500
+28,500
28
$13.2M 0.34%
145,500
+89,500
29
$11.8M 0.3%
24,100
-15,900
30
$9.55M 0.25%
123,000
-33,000
31
$9.16M 0.24%
108,000
+41,000
32
$9.05M 0.23%
33,000
-6,000
33
$7.93M 0.2%
+48,000
34
$6.49M 0.17%
+80,000
35
$6.19M 0.16%
25,500
+23,100
36
$6.13M 0.16%
+77,000
37
$5.91M 0.15%
23,500
+12,500
38
$5.67M 0.15%
185,000
+61,000
39
$5.45M 0.14%
+120,000
40
$3.76M 0.1%
22,450
-21,550
41
$3.65M 0.09%
36,500
-123,500
42
$2.77M 0.07%
7,000
+800
43
$2.32M 0.06%
+7,710
44
$2.29M 0.06%
11,600
-22,400
45
$2.27M 0.06%
51,000
-1,000
46
$2.19M 0.06%
4,600
+300
47
$1.9M 0.05%
+5,800
48
$1.44M 0.04%
23,000
+1,000
49
$1.37M 0.04%
+44,140
50
$1.29M 0.03%
+11,600
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