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
$5.95B
AUM Growth
+$425M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1
+$273M
2
+$154M
3
+$90.9M
4
BTI icon
British American Tobacco
BTI
+$70.6M
5
INST
Instructure Holdings, Inc.
INST
+$58M

Top Sells

1
+$180M
2
+$124M
3
+$53.2M
4
CRM icon
Salesforce
CRM
+$52.5M
5
JD icon
JD.com
JD
+$51.9M

Sector Composition

1 Technology 40.55%
2 Consumer Discretionary 27.8%
3 Communication Services 23.36%
4 Industrials 3.53%
5 Healthcare 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17.9M 0.3%
+45,800
27
$15.7M 0.26%
40,000
+13,100
28
$14.5M 0.24%
53,500
-193,500
29
$13.6M 0.23%
152,000
+67,500
30
$12.7M 0.21%
+70,000
31
$11.6M 0.19%
20,300
+7,300
32
$9.29M 0.16%
+321,379
33
$9.14M 0.15%
920,000
+833,000
34
$7.42M 0.12%
21,800
+8,800
35
$7.19M 0.12%
162,500
-22,000
36
$6.96M 0.12%
+54,500
37
$6.73M 0.11%
+87,000
38
$6.27M 0.11%
+26,400
39
$6.18M 0.1%
+17,400
40
$5.29M 0.09%
60,000
-10,500
41
$5.08M 0.09%
+33,000
42
$4.63M 0.08%
+10,900
43
$3.97M 0.07%
6,500
-60,200
44
$3.96M 0.07%
+356,000
45
$3.57M 0.06%
16,300
-78,700
46
$3.39M 0.06%
5,450
+3,350
47
$3.37M 0.06%
+141,810
48
$3.29M 0.06%
+10,900
49
$2.69M 0.05%
4,300
+2,150
50
$2.48M 0.04%
90,730
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