SGM

Skye Global Management Portfolio holdings

AUM $4.92B
1-Year Est. Return 18.76%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+18.76%
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
+$172M
2
+$98.7M
3
+$45.1M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$36.3M
5
VEEV icon
Veeva Systems
VEEV
+$17.4M

Top Sells

1
+$52.5M
2
+$11.9M
3
+$8.17M
4
TEAM icon
Atlassian
TEAM
+$6.15M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.7M

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