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
76
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77
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78
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79
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80
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-10,000
81
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-15,000
82
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-27,000
83
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-15,000
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4