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
$1.26B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$165M
2
+$99.4M
3
+$42.3M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$31.2M
5
VEEV icon
Veeva Systems
VEEV
+$18.5M

Top Sells

1
+$40.6M
2
+$12.6M
3
+$8.17M
4
TEAM icon
Atlassian
TEAM
+$6.04M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.88M

Sector Composition

1 Communication Services 38.12%
2 Technology 32.88%
3 Consumer Discretionary 19.84%
4 Healthcare 3.98%
5 Industrials 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-10,860
52
– –
0
53
– –
-12,000
54
– –
-13,600
55
– –
-3,100
56
– –
-41,000
57
– –
-169,435
1 2
3