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
$4.11B
AUM Growth
+$369M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$281M
2
+$178M
3
+$137M
4
JD icon
JD.com
JD
+$58.3M
5
SBAC icon
SBA Communications
SBAC
+$47.4M

Top Sells

1
+$316M
2
+$216M
3
+$100M
4
UBER icon
Uber
UBER
+$86M
5
T icon
AT&T
T
+$35.5M

Sector Composition

1 Technology 43.48%
2 Communication Services 31.01%
3 Consumer Discretionary 14.51%
4 Real Estate 4.24%
5 Healthcare 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.9M 0.3%
25,700
+1,600
27
$11.6M 0.27%
52,000
+28,500
28
$7.75M 0.18%
258,000
+73,000
29
$5.77M 0.14%
+51,000
30
$5.36M 0.13%
58,000
-50,000
31
$4.33M 0.1%
+276,000
32
$4.22M 0.1%
11,600
+5,800
33
$3.96M 0.09%
+28,500
34
$3.74M 0.09%
+6,800
35
$3.17M 0.07%
6,800
+4,200
36
$2.85M 0.07%
4,600
37
$2.51M 0.06%
58,000
-62,000
38
$2.26M 0.05%
+52,000
39
$2.2M 0.05%
+5,800
40
$1.98M 0.05%
14,500
+5,300
41
$1.96M 0.05%
+5,800
42
$1.6M 0.04%
5,100
-20,400
43
$1.19M 0.03%
22,070
-22,070
44
$1.13M 0.03%
+5,100
45
$529K 0.01%
7,300
-69,700
46
$526K 0.01%
+8,600
47
$522K 0.01%
2,900
48
$512K 0.01%
5,800
-1,200
49
$271K 0.01%
25,000
50
– –
-11,600
1
2
3 4