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
$5.02B
AUM Growth
+$906M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
71
New
Increased
Reduced
Closed

Top Buys

1
+$464M
2
+$199M
3
+$163M
4
ZM icon
Zoom
ZM
+$107M
5
UNP icon
Union Pacific
UNP
+$77.5M

Top Sells

1
+$149M
2
+$138M
3
+$39.2M
4
TEAM icon
Atlassian
TEAM
+$35M
5
MCO icon
Moody's
MCO
+$28.4M

Sector Composition

1 Technology 42.17%
2 Communication Services 26.93%
3 Consumer Discretionary 19.44%
4 Industrials 5.23%
5 Real Estate 3.13%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$1.36B 26.28%
5,768,000
+842,000
2
$888M 17.16%
5,740,000
+3,000,000
3
$815M 15.75%
7,900,000
+1,580,000
4
$326M 6.3%
1,312,000
+114,000
5
$270M 5.22%
2,610,000
-1,440,000
6
$170M 3.29%
326,100
+52,100
7
$129M 2.5%
304,200
-3,800
8
$109M 2.1%
338,000
+332,200
9
$101M 1.96%
365,000
-16,500
10
$77.5M 1.5%
+351,500
11
$64.3M 1.24%
647,000
+177,000
12
$62M 1.2%
610,000
-240,000
13
$59.2M 1.14%
548,000
+168,000
14
$53.2M 1.03%
203,500
+8,100
15
$53.1M 1.03%
222,000
-42,500
16
$46.8M 0.91%
159,000
-468,000
17
$46.4M 0.9%
232,368
-103,776
18
$46.2M 0.89%
548,000
-238,000
19
$37.8M 0.73%
650,000
-107,000
20
$32.2M 0.62%
152,000
+100,000
21
$31.3M 0.6%
140,000
+36,500
22
$28.7M 0.55%
+118,000
23
$26.5M 0.51%
95,500
-72,000
24
$22M 0.43%
+290,000
25
$21.3M 0.41%
44,900
+19,200
1
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