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
$234M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
42
New
Increased
Reduced
Closed

Top Buys

1
+$62.2M
2
+$30.7M
3
+$27.2M
4
ADSK icon
Autodesk
ADSK
+$20.8M
5
MTN icon
Vail Resorts
MTN
+$14.8M

Top Sells

No sells this quarter

Sector Composition

1 Technology 41.06%
2 Communication Services 25.09%
3 Consumer Discretionary 18.23%
4 Healthcare 6.62%
5 Financials 3.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$62.2M 26.54%
+727,500
2
$30.7M 13.11%
+280,000
3
$27.2M 11.62%
+466,000
4
$20.8M 8.85%
+198,000
5
$14.8M 6.32%
+69,700
6
$12M 5.13%
+230,000
7
$11M 4.7%
+50,000
8
$8.4M 3.58%
+80,000
9
$5.62M 2.4%
+168,000
10
$5.26M 2.24%
+30,000
11
$4.84M 2.06%
+490,477
12
$4.5M 1.92%
+46,000
13
$3.46M 1.47%
+144,000
14
$2.31M 0.98%
+33,000
15
$1.5M 0.64%
+139,500
16
$1.46M 0.62%
+9,674
17
$1.45M 0.62%
+65,000
18
$1.39M 0.59%
+44,000
19
$1.21M 0.52%
+7,100
20
$1.2M 0.51%
+8,400
21
$1.19M 0.51%
+19,700
22
$953K 0.41%
+13,500
23
$809K 0.35%
+32,000
24
$803K 0.34%
+28,000
25
$798K 0.34%
+5,439
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