Skye Global Management as of March 31, 2018
Portfolio Holdings for Skye Global Management
Skye Global Management holds 36 positions in its portfolio as reported in the March 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 46.4 | $182M | 2.0M | 91.27 | |
| Alphabet Inc Class C cs (GOOG) | 13.9 | $55M | 53k | 1031.80 | |
| Facebook Inc cl a (META) | 13.1 | $52M | 322k | 159.79 | |
| Amazon (AMZN) | 8.4 | $33M | 23k | 1447.36 | |
| Gtt Communications | 3.0 | $12M | 205k | 56.70 | |
| Autodesk (ADSK) | 2.2 | $8.5M | 68k | 125.57 | |
| Adobe Systems Incorporated (ADBE) | 1.4 | $5.5M | 26k | 216.08 | |
| Godaddy Inc cl a (GDDY) | 1.3 | $5.3M | 86k | 61.42 | |
| Servicenow (NOW) | 1.3 | $5.1M | 31k | 165.45 | |
| Take-Two Interactive Software (TTWO) | 1.1 | $4.5M | 46k | 97.78 | |
| salesforce (CRM) | 1.0 | $3.8M | 33k | 116.30 | |
| 0.9 | $3.5M | 120k | 29.01 | ||
| Netflix (NFLX) | 0.7 | $2.7M | 9.0k | 295.33 | |
| New York Times Company (NYT) | 0.6 | $2.3M | 96k | 24.10 | |
| Ansys (ANSS) | 0.5 | $1.9M | 12k | 156.67 | |
| Cott Corp | 0.5 | $1.8M | 125k | 14.72 | |
| TransDigm Group Incorporated (TDG) | 0.5 | $1.8M | 6.0k | 307.00 | |
| Pegasystems (PEGA) | 0.4 | $1.7M | 28k | 60.64 | |
| stock | 0.4 | $1.6M | 16k | 98.38 | |
| Atlassian Corp Plc cl a | 0.3 | $1.1M | 20k | 53.90 | |
| Workday Inc cl a (WDAY) | 0.3 | $1.0M | 8.0k | 127.12 | |
| Coupa Software | 0.2 | $912k | 20k | 45.60 | |
| Mimecast | 0.2 | $850k | 24k | 35.42 | |
| Jd (JD) | 0.2 | $729k | 18k | 40.50 | |
| Zendesk | 0.2 | $766k | 16k | 47.88 | |
| Liberty Media Corp Delaware Com C Siriusxm | 0.2 | $735k | 18k | 40.83 | |
| Alteryx | 0.2 | $734k | 22k | 34.14 | |
| Okta Inc cl a (OKTA) | 0.2 | $638k | 16k | 39.88 | |
| Sailpoint Technlgies Hldgs I | 0.2 | $621k | 30k | 20.70 | |
| News (NWSA) | 0.1 | $379k | 24k | 15.79 | |
| Liberty Media Corp Del Com Ser | 0.1 | $351k | 12k | 29.25 | |
| Appian Corp cl a (APPN) | 0.1 | $353k | 14k | 25.21 | |
| Guidewire Software (GWRE) | 0.1 | $323k | 4.0k | 80.75 | |
| Cargurus (CARG) | 0.1 | $308k | 8.0k | 38.50 | |
| Churchill Downs (CHDN) | 0.1 | $220k | 900.00 | 244.44 | |
| McCormick & Company, Incorporated (MKC) | 0.1 | $213k | 2.0k | 106.50 |
