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
$5.02B
AUM Growth
+$906M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$464M
2
+$199M
3
+$163M
4
ZM icon
Zoom
ZM
+$107M
5
UNP icon
Union Pacific
UNP
+$77.5M

Top Sells

1
+$149M
2
+$138M
3
+$39.2M
4
TEAM icon
Atlassian
TEAM
+$35M
5
MCO icon
Moody's
MCO
+$28.4M

Sector Composition

1 Technology 42.17%
2 Communication Services 26.93%
3 Consumer Discretionary 19.44%
4 Industrials 5.23%
5 Real Estate 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$20.8M 0.4%
+179,000
27
$13.1M 0.25%
92,000
-132,000
28
$10.5M 0.2%
+49,500
29
$10.3M 0.2%
+75,000
30
$9.32M 0.18%
313,000
+55,000
31
$8.09M 0.16%
31,800
-10,300
32
$7.61M 0.15%
36,100
-165,900
33
$6.83M 0.13%
+54,500
34
$6.42M 0.12%
+25,900
35
$4.59M 0.09%
+12,900
36
$4.55M 0.09%
13,400
+1,800
37
$3.88M 0.07%
+11,000
38
$3.44M 0.07%
+518,000
39
$3.32M 0.06%
+7,300
40
$3.16M 0.06%
+24,400
41
$2.75M 0.05%
5,500
-1,300
42
$2.48M 0.05%
18,300
-10,200
43
$2.36M 0.05%
15,900
+1,400
44
$2.23M 0.04%
11,000
+5,900
45
$1.94M 0.04%
3,300
-1,300
46
$1.93M 0.04%
17,400
-33,600
47
$1.55M 0.03%
3,400
-3,400
48
$1.4M 0.03%
86,000
-190,000
49
$1.22M 0.02%
27,100
-30,900
50
$902K 0.02%
+44,000
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