Equal-WT
WhaleScore 2.0
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Skye Global Management is based out of West Palm Beach. Skye Global Management is a hedge fund with 3 clients and discretionary assets under management (AUM) of $3,836,241,684 (Form ADV from 2024-04-26). Their last reported 13F filing for Q3 2024 included $4,141,773,627 in managed 13F securities
and a top 10 holdings concentration of 86.63%. Skye Global Management's largest holding is Amazon.com Inc with shares held of 11,918,169. Whalewisdom has at least 29 13F filings
Business Description
Skye Global offers advisory services to various types of clients. The firm's advisory business includes providing investment advice, managing client portfolios, and making investment decisions on behalf of clients. Skye Global may also offer other services, such as financial planning, retirement planning, and tax planning.
In selecting brokers or dealers for client transactions, Skye Global considers factors such as best execution, relationships with the brokers or dealers, and the provision of incidental consulting services or other advice. The firm ensures that any such arrangements are disclosed to clients and do not compromise its obligation to seek best execution.
Investment Strategy
Skye Global employs a range of investment strategies tailored to the specific objectives and risk tolerance of each client. These strategies include:
1. **Fundamental Analysis:** Skye Global analyzes companies' financial statements, industry trends, and management teams to identify undervalued or mispriced securities.
2. **Technical Analysis:** Skye Global uses historical price data and market trends to predict future price movements and identify potential trading opportunities.
3. **Quantitative Analysis:** Skye Global utilizes mathematical models and statistical techniques to analyze large datasets and identify patterns that may indicate investment opportunities.
4. **Sector Rotation:** Skye Global adjusts its portfolio's sector allocation based on economic conditions and industry outlook to manage risk and enhance returns.
5. **Asset Allocation:** Skye Global diversifies its portfolio across different asset classes, such as stocks, bonds, and commodities, to manage risk and achieve desired return objectives.
Known Email Addresses
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Other Contact Information
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2024-09-30
Top Buys (13F)
| Name | % Change |
|---|---|
| AMZN Amazon.com Inc | 3.95% |
| MLM Martin Marietta Mate | 0.76% |
| TDG Transdigm Group Inco | 0.65% |
| VMC Vulcan Materials Co | 0.52% |
| META Meta Platforms Inc | 0.46% |
2024-09-30
Top Sells (13F)
| Name | % Change |
|---|---|
| SHEL Shell Plc | 1.99% |
| UNP Union Pacific Corp | 1.97% |
| AAPL Apple Inc | 1.27% |
| FERG Ferguson Enterprises | 1.08% |
| CP Canadian Pacific Kan | 0.74% |
2024-09-30
13F Holdings Summary
| Name | $ Change |
|---|---|
| AMZN Amazon.com Inc | 53.62% |
| GE GE Aerospace | 6.87% |
| MSFT Microsoft Corporatio | 6.17% |
| TDG Transdigm Group Inco | 3.86% |
| UNP Union Pacific Corp | 3.55% |
2024-09-30
13F Activity
| Market Value | $4.14b, Prior: $4.42b |
| Inflows (Outflows) as % of Total MV | (-8.6876)% |
| New Purchases | 6 stocks |
| Added To | 11 stocks |
| Sold out of | 6 stocks |
| Reduced holdings in | 16 stocks |
| Top 10 Holdings % | 86.63% |
| Turnover %[1] | 30% |
| Turnover Alt %[2] | 5.64% |
| Time Held Top 20 | 6.9 quarters |
| Time Held Top 10 | 9.2 quarters |
| Time Held All | 6.15 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2024-09-30
13F Sector Allocation Over Time
limited to past 4 quarters. Subscribe to see all available data
2024-09-30
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2024-09-30