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
$1.26B
AUM Growth
+$293M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$165M
2
+$99.4M
3
+$42.3M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$31.2M
5
VEEV icon
Veeva Systems
VEEV
+$18.5M

Top Sells

1
+$40.6M
2
+$12.6M
3
+$8.17M
4
TEAM icon
Atlassian
TEAM
+$6.04M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$4.88M

Sector Composition

1 Communication Services 38.12%
2 Technology 32.88%
3 Consumer Discretionary 19.84%
4 Healthcare 3.98%
5 Industrials 3.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$288M 22.54%
1,826,000
+1,045,000
2
$238M 18.62%
2,440,000
+1,020,000
3
$181M 14.2%
3,120,000
-84,000
4
$171M 13.39%
1,026,000
+65,000
5
$49.5M 3.88%
922,000
+788,000
6
$39.3M 3.08%
496,000
+108,500
7
$32.7M 2.56%
209,000
+118,600
8
$31.2M 2.44%
+536,000
9
$30.2M 2.37%
80,500
-33,500
10
$29M 2.27%
91,000
+42,000
11
$16.1M 1.26%
124,000
-311,500
12
$16.1M 1.26%
130,848
+18,048
13
$14.5M 1.14%
520,000
-48,000
14
$13.6M 1.06%
168,000
+133,000
15
$13.2M 1.03%
186,000
+31,000
16
$10.5M 0.83%
136,000
+78,500
17
$9.91M 0.78%
132,000
+21,500
18
$8.64M 0.68%
+103,000
19
$6.57M 0.51%
38,000
+21,100
20
$5.33M 0.42%
10,900
+10,240
21
$5.09M 0.4%
+80,000
22
$4.94M 0.39%
36,000
-44,000
23
$4.4M 0.34%
75,000
+72,400
24
$4.3M 0.34%
+14,500
25
$4.12M 0.32%
+134,000
1
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