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
$4.11B
AUM Growth
+$369M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
76
New
Increased
Reduced
Closed

Top Buys

1
+$281M
2
+$178M
3
+$137M
4
JD icon
JD.com
JD
+$58.3M
5
SBAC icon
SBA Communications
SBAC
+$47.4M

Top Sells

1
+$316M
2
+$216M
3
+$100M
4
UBER icon
Uber
UBER
+$86M
5
T icon
AT&T
T
+$35.5M

Sector Composition

1 Technology 43.48%
2 Communication Services 31.01%
3 Consumer Discretionary 14.51%
4 Real Estate 4.24%
5 Healthcare 3.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.1B 25.68%
4,926,000
+1,264,000
2
$554M 12.98%
6,320,000
+1,560,000
3
$446M 10.46%
2,740,000
+1,090,000
4
$355M 8.31%
4,050,000
+360,000
5
$287M 6.73%
1,198,000
+182,000
6
$171M 4.01%
627,000
-789,000
7
$148M 3.47%
274,000
+54,500
8
$134M 3.15%
308,000
-27,000
9
$109M 2.56%
850,000
-62,000
10
$108M 2.52%
381,500
+168,000
11
$69.1M 1.62%
786,000
+663,000
12
$66.2M 1.55%
336,144
+108,288
13
$59.4M 1.39%
264,500
+157,000
14
$53.2M 1.25%
195,400
+31,400
15
$51.1M 1.2%
167,500
+33,500
16
$47.2M 1.11%
202,000
-21,500
17
$45.3M 1.06%
470,000
+81,000
18
$44.5M 1.04%
757,000
-5,383,000
19
$39.2M 0.92%
23,400
+8,200
20
$39M 0.91%
380,000
+36,000
21
$28.4M 0.67%
+98,000
22
$27.4M 0.64%
224,000
+78,500
23
$20.6M 0.48%
103,500
+10,000
24
$14.3M 0.33%
42,100
+9,100
25
$13.1M 0.31%
54,500
+49,900
1
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