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
$6.14B
AUM Growth
+$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$528M
2
+$321M
3
+$125M
4
ADBE icon
Adobe
ADBE
+$109M
5
WDAY icon
Workday
WDAY
+$89.8M

Top Sells

1
+$275M
2
+$123M
3
+$120M
4
RSG icon
Republic Services
RSG
+$77.5M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$68.1M

Sector Composition

1 Technology 40.65%
2 Consumer Discretionary 39.95%
3 Communication Services 11.8%
4 Financials 2.89%
5 Consumer Staples 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.53M 0.03%
405,000
+29,000
27
$1.35M 0.02%
11,300
-1,700
28
$853K 0.01%
196,500
+86,500
29
$832K 0.01%
55,000
30
$119K ﹤0.01%
17,200
+10,600
31
– –
-26,000
32
– –
-367,500
33
– –
-1,708,500
34
– –
-10,800
35
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-19,800
36
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-6,500
37
– –
-31,300
38
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-2,160
39
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-65,000
40
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-215,500
41
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-85,000
42
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-6,500
43
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-57,500
44
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-556,000
45
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-18,100
46
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-86,000
47
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-1,032,000
48
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-136,500
49
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-5,290,000
50
– –
-368,500
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