SGM
Skye Global Management Portfolio holdings
AUM
$4.69B
1-Year Return
19.42%
This Quarter Return
+4.43%
1 Year Return
+19.42%
3 Year Return
+101.07%
5 Year Return
+111.78%
10 Year Return
–
AUM
$5.02B
AUM Growth
+$906M
(+22%)
Cap. Flow
+$716M
Cap. Flow
% of AUM
14.27%
Top 10 Holdings %
Top 10 Hldgs %
84.64%
Holding
71
New
22
Increased
16
Reduced
21
Closed
11
Top Buys
| 1 |
Amazon
AMZN
|
$464M |
| 2 |
Microsoft
MSFT
|
$199M |
| 3 |
Alphabet (Google) Class A
GOOGL
|
$163M |
| 4 |
Zoom
ZM
|
$107M |
| 5 |
Union Pacific
UNP
|
$77.5M |
Top Sells
| 1 |
Alphabet (Google) Class C
GOOG
|
$149M |
| 2 |
Meta Platforms (Facebook)
META
|
$138M |
| 3 |
Mercado Libre
MELI
|
$39.2M |
| 4 |
Atlassian
TEAM
|
$35M |
| 5 |
Moody's
MCO
|
$28.4M |
Sector Composition
| 1 | Technology | 42.17% |
| 2 | Communication Services | 26.93% |
| 3 | Consumer Discretionary | 19.44% |
| 4 | Industrials | 5.23% |
| 5 | Real Estate | 3.13% |
