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
$917M
AUM Growth
+$80.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$82.5M
2
+$51.8M
3
+$25.1M
4
TEAM icon
Atlassian
TEAM
+$24.3M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$15.8M

Top Sells

1
+$85.6M
2
+$24M
3
+$15.4M
4
DBX icon
Dropbox
DBX
+$9.52M
5
TWTR
Twitter, Inc.
TWTR
+$7.75M

Sector Composition

1 Communication Services 34.72%
2 Consumer Discretionary 33.79%
3 Technology 22.51%
4 Healthcare 2.04%
5 Financials 1.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$310M 29.61%
3,570,000
+950,000
2
$288M 27.49%
4,720,000
+260,000
3
$63.5M 6.07%
457,000
-616,000
4
$63.2M 6.03%
503,500
+193,500
5
$53.8M 5.14%
1,388,000
+1,337,500
6
$32.8M 3.13%
311,100
+238,580
7
$25.4M 2.43%
92,000
+33,500
8
$20.9M 1.99%
78,000
+5,000
9
$18.7M 1.79%
122,500
+5,000
10
$8.37M 0.8%
47,000
-134,500
11
$7.82M 0.75%
46,000
+37,500
12
$6.22M 0.59%
24,500
+22,500
13
$3.68M 0.35%
+21,400
14
$3.2M 0.31%
+135,000
15
$2.28M 0.22%
+8,400
16
$2.26M 0.22%
+21,000
17
$1.53M 0.15%
49,000
+43,000
18
$1.48M 0.14%
+7,000
19
$1.44M 0.14%
35,000
-188,000
20
$857K 0.08%
+3,500
21
$646K 0.06%
+7,000
22
$364K 0.03%
700
-2,500
23
$333K 0.03%
+3,500
24
$305K 0.03%
+1,400
25
$181K 0.02%
+1,400
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