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
$836M
AUM Growth
+$34.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$162M
2
+$112M
3
+$14.8M
4
DBX icon
Dropbox
DBX
+$9.52M
5
SUI icon
Sun Communities
SUI
+$2.18M

Top Sells

1
+$89.8M
2
+$45.5M
3
+$33.9M
4
NOW icon
ServiceNow
NOW
+$29.4M
5
SMAR
Smartsheet Inc.
SMAR
+$16.6M

Sector Composition

1 Communication Services 39.26%
2 Consumer Discretionary 29.95%
3 Technology 26.97%
4 Healthcare 2.8%
5 Real Estate 0.38%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-76,000
52
– –
-2,500
53
– –
-14,000
54
– –
-6,500
55
– –
-34,500
1 2
3