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
$366M
AUM Growth
+$132M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
58
New
Increased
Reduced
Closed

Top Buys

1
+$116M
2
+$42.6M
3
+$24.3M
4
GTT
GTT Communications, Inc.
GTT
+$11.6M
5
GDDY icon
GoDaddy
GDDY
+$5.04M

Top Sells

1
+$22.9M
2
+$16.3M
3
+$14.8M
4
UNH icon
UnitedHealth
UNH
+$11M
5
EA icon
Electronic Arts
EA
+$8.4M

Sector Composition

1 Technology 60.98%
2 Communication Services 28.44%
3 Consumer Discretionary 9.32%
4 Consumer Staples 0.56%
5 Industrials 0.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$182M 46.41%
1,998,900
+1,271,400
2
$54.5M 13.86%
1,056,000
+826,000
3
$32.9M 8.36%
454,000
-12,000
4
$24.3M 6.18%
+152,000
5
$11.6M 2.96%
+205,025
6
$8.54M 2.17%
68,000
-130,000
7
$5.51M 1.4%
25,500
-4,500
8
$5.28M 1.34%
86,000
+82,000
9
$5.13M 1.3%
31,000
+27,000
10
$4.5M 1.14%
46,000
-234,000
11
$3.84M 0.98%
33,000
+29,900
12
$3.48M 0.89%
120,000
-24,000
13
$2.66M 0.68%
+9,000
14
$2.31M 0.59%
96,000
+79,000
15
$1.88M 0.48%
+12,000
16
$1.84M 0.47%
+6,000
17
$1.84M 0.47%
+125,000
18
$1.7M 0.43%
+56,000
19
$1.57M 0.4%
+16,000
20
$1.05M 0.27%
19,500
+7,500
21
$1.02M 0.26%
8,000
+1,800
22
$912K 0.23%
+20,000
23
$850K 0.22%
24,000
-4,000
24
$766K 0.19%
+16,000
25
$735K 0.19%
+23,633
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