SGM

Skye Global Management Portfolio holdings

AUM $4.69B
1-Year Est. Return 19.42%
This Quarter Est. Return
1 Year Est. Return
+19.42%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$6.14B
AUM Growth
+$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1 +$528M
2 +$321M
3 +$125M
4
ADBE icon
Adobe
ADBE
+$109M
5
WDAY icon
Workday
WDAY
+$89.8M

Top Sells

1 +$275M
2 +$123M
3 +$120M
4
RSG icon
Republic Services
RSG
+$77.5M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$68.1M

Sector Composition

1 Technology 40.65%
2 Consumer Discretionary 39.95%
3 Communication Services 11.8%
4 Financials 2.89%
5 Consumer Staples 2.88%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
-412,500
52
-215,500