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
$3.74B
AUM Growth
+$1.21B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$339M
2
+$308M
3
+$93.2M
4
WDAY icon
Workday
WDAY
+$87.8M
5
UBER icon
Uber
UBER
+$80.4M

Top Sells

1
+$116M
2
+$91.3M
3
+$37.1M
4
AAPL icon
Apple
AAPL
+$13.3M
5
CVNA icon
Carvana
CVNA
+$13.2M

Sector Composition

1 Communication Services 44.39%
2 Technology 37.75%
3 Consumer Discretionary 8.79%
4 Real Estate 3.68%
5 Industrials 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.21M 0.03%
9,200
-400
52
$1.15M 0.03%
+2,600
53
$1.03M 0.03%
4,600
-59,400
54
$984K 0.03%
23,000
-96,000
55
$906K 0.02%
+36,000
56
$696K 0.02%
3,000
-33,875
57
$695K 0.02%
+6,800
58
$671K 0.02%
+18,000
59
$635K 0.02%
+6,500
60
$629K 0.02%
13,000
-2,000
61
$609K 0.02%
7,000
-10,000
62
$478K 0.01%
+3,400
63
$467K 0.01%
+4,600
64
$411K 0.01%
2,900
+1,900
65
$297K 0.01%
+3,400
66
$271K 0.01%
+25,000
67
– –
-146,000
68
– –
-10,000
69
– –
-44,000
70
– –
-5,000
71
– –
-4,400
72
– –
-11,000
73
– –
-793,000
74
– –
-10,343
75
– –
-2,400
1 2
3
4