SGM

Skye Global Management Portfolio holdings

AUM $4.69B
1-Year Est. Return 19.42%
This Quarter Est. Return
1 Year Est. Return
+19.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$5.53B
AUM Growth
+$512M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1
+$421M
2
+$133M
3
+$114M
4
VZ icon
Verizon
VZ
+$96.9M
5
SHOP icon
Shopify
SHOP
+$30.5M

Top Sells

1
+$286M
2
+$137M
3
+$112M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$103M
5
ZM icon
Zoom
ZM
+$99.9M

Sector Composition

1 Technology 45.59%
2 Consumer Discretionary 26.96%
3 Communication Services 20.23%
4 Industrials 4.24%
5 Healthcare 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$14.4M 0.26%
+38,000
27
$8.62M 0.16%
70,500
+46,100
28
$8.2M 0.15%
46,400
-45,600
29
$8.03M 0.14%
184,500
+157,400
30
$8.02M 0.14%
+84,500
31
$7.6M 0.14%
+55,500
32
$6.91M 0.12%
26,900
-9,200
33
$6.56M 0.12%
13,000
+9,600
34
$5.11M 0.09%
+11,102
35
$4.51M 0.08%
13,000
-400
36
$4.47M 0.08%
+65,000
37
$4.3M 0.08%
15,400
+4,400
38
$4.14M 0.07%
13,000
-352,000
39
$3.69M 0.07%
546,000
+28,000
40
$3.56M 0.06%
+43,000
41
$2.97M 0.05%
+30,600
42
$2.75M 0.05%
90,730
-222,270
43
$1.67M 0.03%
+10,800
44
$1.59M 0.03%
+19,300
45
$1.39M 0.03%
2,150
-1,150
46
$1.2M 0.02%
39,000
+17,000
47
$1.15M 0.02%
2,100
-3,400
48
$1.08M 0.02%
108,000
+52,000
49
$920K 0.02%
+6,500
50
$873K 0.02%
+15,000
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