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
$6.14B
AUM Growth
+$180M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
52
New
Increased
Reduced
Closed

Top Buys

1
+$501M
2
+$313M
3
+$127M
4
ADBE icon
Adobe
ADBE
+$115M
5
WDAY icon
Workday
WDAY
+$89.4M

Top Sells

1
+$275M
2
+$123M
3
+$120M
4
RSG icon
Republic Services
RSG
+$77.5M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$66.6M

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
– –
-116,000
52
– –
-412,500
1 2
3