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
$366M
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$116M
2
+$42.6M
3
+$24.3M
4
GTT
GTT Communications, Inc.
GTT
+$11.6M
5
GDDY icon
GoDaddy
GDDY
+$5.04M

Top Sells

1
+$22.9M
2
+$16.3M
3
+$14.8M
4
UNH icon
UnitedHealth
UNH
+$11M
5
EA icon
Electronic Arts
EA
+$8.4M

Sector Composition

1 Technology 60.98%
2 Communication Services 28.44%
3 Consumer Discretionary 9.32%
4 Consumer Staples 0.56%
5 Industrials 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-139,500
52
– –
-60,000
53
– –
-490,477
54
– –
-50,000
55
– –
-4,000
56
– –
-7,100
57
– –
-5,950
58
– –
-11,300
1 2
3