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
$3.74B
AUM Growth
+$1.21B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
83
New
Increased
Reduced
Closed

Top Buys

1
+$339M
2
+$308M
3
+$93.2M
4
WDAY icon
Workday
WDAY
+$87.8M
5
UBER icon
Uber
UBER
+$80.4M

Top Sells

1
+$116M
2
+$91.3M
3
+$37.1M
4
AAPL icon
Apple
AAPL
+$13.3M
5
CVNA icon
Carvana
CVNA
+$13.2M

Sector Composition

1 Communication Services 44.39%
2 Technology 37.75%
3 Consumer Discretionary 8.79%
4 Real Estate 3.68%
5 Industrials 2.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$770M 19.86%
3,662,000
+1,464,000
2
$371M 9.56%
1,416,000
-40,000
3
$365M 9.42%
6,140,000
-1,950,000
4
$349M 8.99%
4,760,000
+4,620,000
5
$271M 6.99%
3,690,000
+670,000
6
$260M 6.7%
1,650,000
-580,000
7
$219M 5.64%
1,016,000
+408,000
8
$117M 3.01%
335,000
+267,500
9
$110M 2.83%
219,500
+72,500
10
$100M 2.58%
876,000
-324,000
11
$95.1M 2.45%
912,000
+416,000
12
$86M 2.22%
2,358,000
+2,203,000
13
$68M 1.75%
213,500
+23,500
14
$46.1M 1.19%
164,000
-17,500
15
$43.5M 1.12%
227,856
+91,932
16
$40.6M 1.05%
223,500
+63,000
17
$36.3M 0.94%
389,000
+134,000
18
$35.7M 0.92%
344,000
+116,000
19
$35.5M 0.92%
+1,649,704
20
$32.6M 0.84%
+196,000
21
$31M 0.8%
134,000
+87,500
22
$26.9M 0.69%
+217,000
23
$26M 0.67%
107,500
+14,500
24
$21.2M 0.55%
+12,400
25
$20.8M 0.54%
138,000
+134,600
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