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
$5.95B
AUM Growth
+$425M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
81
New
Increased
Reduced
Closed

Top Buys

1 +$273M
2 +$154M
3 +$90.9M
4
BTI icon
British American Tobacco
BTI
+$70.6M
5
INST
Instructure Holdings, Inc.
INST
+$58M

Top Sells

1 +$180M
2 +$124M
3 +$53.2M
4
CRM icon
Salesforce
CRM
+$52.5M
5
JD icon
JD.com
JD
+$51.9M

Sector Composition

1 Technology 40.55%
2 Consumer Discretionary 27.8%
3 Communication Services 23.36%
4 Industrials 3.53%
5 Healthcare 2.22%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
-39,000
77
-64,000
78
-4,400
79
-6,500
80
-65,000
81
-30,600