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
$5.53B
AUM Growth
+$512M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$421M
2 +$133M
3 +$114M
4
VZ icon
Verizon
VZ
+$96.9M
5
SHOP icon
Shopify
SHOP
+$30.5M

Top Sells

1 +$286M
2 +$137M
3 +$112M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$103M
5
ZM icon
Zoom
ZM
+$99.9M

Sector Composition

1 Technology 45.59%
2 Consumer Discretionary 26.96%
3 Communication Services 20.23%
4 Industrials 4.24%
5 Healthcare 2.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-49,500
77
-86,000
78
-13,200