Skye Global Management as of Dec. 31, 2017
Portfolio Holdings for Skye Global Management
Skye Global Management holds 42 positions in its portfolio as reported in the December 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 26.5 | $62M | 728k | 85.54 | |
| Take-Two Interactive Software (TTWO) | 13.1 | $31M | 280k | 109.78 | |
| Amazon (AMZN) | 11.6 | $27M | 23k | 1169.48 | |
| Autodesk (ADSK) | 8.8 | $21M | 198k | 104.83 | |
| Vail Resorts (MTN) | 6.3 | $15M | 70k | 212.48 | |
| Alphabet Inc Class C cs (GOOG) | 5.1 | $12M | 12k | 1046.43 | |
| UnitedHealth (UNH) | 4.7 | $11M | 50k | 220.46 | |
| Electronic Arts (EA) | 3.6 | $8.4M | 80k | 105.06 | |
| Apollo Global Management 'a' | 2.4 | $5.6M | 168k | 33.47 | |
| Adobe Systems Incorporated (ADBE) | 2.2 | $5.3M | 30k | 175.27 | |
| Smith & Wesson Holding Corpora | 2.1 | $4.8M | 377k | 12.84 | |
| Iqvia Holdings (IQV) | 1.9 | $4.5M | 46k | 97.91 | |
| 1.5 | $3.5M | 144k | 24.01 | ||
| Firstservice Corp New Sub Vtg | 1.0 | $2.3M | 33k | 69.94 | |
| Star Gas Partners (SGU) | 0.6 | $1.5M | 140k | 10.75 | |
| Madison Square Garden Cl A (MSGS) | 0.6 | $1.5M | 6.9k | 210.87 | |
| Liberty Media Corp Delaware Com C Braves Grp | 0.6 | $1.4M | 65k | 22.23 | |
| Appian Corp cl a (APPN) | 0.6 | $1.4M | 44k | 31.50 | |
| Watsco, Incorporated (WSO) | 0.5 | $1.2M | 7.1k | 170.14 | |
| American Tower Reit (AMT) | 0.5 | $1.2M | 8.4k | 142.74 | |
| Colliers International Group sub vtg (CIGI) | 0.5 | $1.2M | 20k | 60.36 | |
| Intercontinental Exchange (ICE) | 0.4 | $953k | 14k | 70.59 | |
| Alteryx | 0.3 | $809k | 32k | 25.28 | |
| International Business Machines (IBM) | 0.3 | $798k | 5.2k | 153.46 | |
| Mimecast | 0.3 | $803k | 28k | 28.68 | |
| KKR & Co | 0.3 | $759k | 36k | 21.08 | |
| Activision Blizzard | 0.3 | $716k | 11k | 63.36 | |
| Chase Corporation | 0.3 | $717k | 6.0k | 120.50 | |
| Guidewire Software (GWRE) | 0.3 | $687k | 9.3k | 74.27 | |
| Workday Inc cl a (WDAY) | 0.3 | $631k | 6.2k | 101.77 | |
| Shopify Inc cl a (SHOP) | 0.3 | $606k | 6.0k | 101.00 | |
| Atlassian Corp Plc cl a | 0.2 | $547k | 12k | 45.58 | |
| Servicenow (NOW) | 0.2 | $522k | 4.0k | 130.50 | |
| Liberty Media Corp Del Com Ser | 0.2 | $524k | 16k | 32.75 | |
| Live Nation Entertainment (LYV) | 0.2 | $462k | 11k | 42.58 | |
| Visa (V) | 0.2 | $457k | 4.0k | 114.25 | |
| Jd (JD) | 0.2 | $435k | 11k | 41.43 | |
| salesforce (CRM) | 0.1 | $317k | 3.1k | 102.26 | |
| Sba Communications Corp (SBAC) | 0.1 | $327k | 2.0k | 163.50 | |
| New York Times Company (NYT) | 0.1 | $315k | 17k | 18.53 | |
| Churchill Downs (CHDN) | 0.1 | $256k | 1.1k | 232.73 | |
| Godaddy Inc cl a (GDDY) | 0.1 | $202k | 4.0k | 50.50 |
