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
$964M
AUM Growth
+$46.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
50
New
Increased
Reduced
Closed

Top Buys

1
+$188M
2
+$64.1M
3
+$51.1M
4
UBER icon
Uber
UBER
+$16.9M
5
DHR icon
Danaher
DHR
+$15.3M

Top Sells

1
+$199M
2
+$101M
3
+$58.7M
4
TEAM icon
Atlassian
TEAM
+$51M
5
ADBE icon
Adobe
ADBE
+$14.2M

Sector Composition

1 Communication Services 47.92%
2 Technology 30.45%
3 Consumer Discretionary 13.65%
4 Industrials 3.14%
5 Healthcare 3.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$214M 20.5%
3,204,000
-1,516,000
2
$197M 18.87%
961,000
+914,000
3
$131M 12.55%
1,420,000
-2,150,000
4
$123M 11.79%
781,000
+324,000
5
$71.6M 6.85%
435,500
+389,500
6
$42.5M 4.07%
387,500
+76,400
7
$36.9M 3.53%
114,000
+36,000
8
$16.9M 1.62%
+568,000
9
$16.2M 1.55%
49,000
-43,000
10
$15.3M 1.47%
+112,800
11
$12.7M 1.22%
90,400
-32,100
12
$11.4M 1.09%
+155,000
13
$9.9M 0.95%
+110,500
14
$9.63M 0.92%
80,000
-423,500
15
$8.23M 0.79%
+134,000
16
$8.17M 0.78%
169,435
-1,218,565
17
$6.2M 0.59%
+17,500
18
$5.22M 0.5%
+57,500
19
$3.39M 0.32%
16,900
+9,900
20
$3.24M 0.31%
35,000
+28,000
21
$2.94M 0.28%
+16,000
22
$2.21M 0.21%
69,000
+34,000
23
$1.85M 0.18%
+12,000
24
$1.77M 0.17%
+15,500
25
$1.67M 0.16%
+13,600
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