Skye Global Management as of Sept. 30, 2018
Portfolio Holdings for Skye Global Management
Skye Global Management holds 42 positions in its portfolio as reported in the September 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 41.2 | $205M | 1.8M | 114.37 | |
| Alphabet Inc Class C cs (GOOG) | 17.6 | $88M | 73k | 1193.47 | |
| JPMorgan Chase & Co. (JPM) | 7.9 | $39M | 348k | 112.84 | |
| Amazon (AMZN) | 6.1 | $30M | 15k | 2003.03 | |
| Apple (AAPL) | 4.9 | $24M | 108k | 225.74 | |
| Dowdupont | 3.6 | $18M | 281k | 64.31 | |
| Coupa Software | 2.1 | $11M | 135k | 79.10 | |
| Atlassian Corp Plc cl a | 1.8 | $9.0M | 94k | 96.14 | |
| Veeva Sys Inc cl a (VEEV) | 1.7 | $8.7M | 80k | 108.87 | |
| Dowdupont Inc call | 1.6 | $7.7M | 120k | 64.32 | |
| Instructure | 1.3 | $6.6M | 187k | 35.40 | |
| Servicenow (NOW) | 1.1 | $5.6M | 29k | 195.61 | |
| Liberty Media Corp Delaware Com C Siriusxm | 1.1 | $5.4M | 124k | 43.45 | |
| Alibaba Group Holding (BABA) | 1.0 | $4.9M | 30k | 164.77 | |
| salesforce (CRM) | 0.8 | $4.2M | 27k | 159.02 | |
| Adobe Systems Incorporated (ADBE) | 0.8 | $4.0M | 15k | 269.93 | |
| Pandora Media | 0.7 | $3.4M | 357k | 9.51 | |
| Jd (JD) | 0.6 | $2.8M | 108k | 26.09 | |
| Sailpoint Technlgies Hldgs I | 0.5 | $2.6M | 77k | 34.03 | |
| Direxion Shs Etf New Daily Eme etf (EDC) | 0.5 | $2.3M | 27k | 84.78 | |
| Autodesk (ADSK) | 0.4 | $2.0M | 13k | 156.14 | |
| Firstservice Corp New Sub Vtg | 0.4 | $1.8M | 22k | 84.65 | |
| Godaddy Inc cl a (GDDY) | 0.3 | $1.5M | 18k | 83.39 | |
| Intuit (INTU) | 0.2 | $1.1M | 5.0k | 227.40 | |
| Zendesk | 0.2 | $1.1M | 16k | 71.00 | |
| Take-Two Interactive Software (TTWO) | 0.2 | $925k | 6.7k | 138.06 | |
| Workday Inc cl a (WDAY) | 0.2 | $890k | 6.1k | 145.90 | |
| TransDigm Group Incorporated (TDG) | 0.2 | $800k | 2.2k | 372.09 | |
| S&p Global (SPGI) | 0.1 | $645k | 3.3k | 195.45 | |
| Boeing Company (BA) | 0.1 | $558k | 1.5k | 372.00 | |
| CoStar (CSGP) | 0.1 | $505k | 1.2k | 420.83 | |
| Cme (CME) | 0.1 | $426k | 2.5k | 170.40 | |
| Spotify Technology Sa (SPOT) | 0.1 | $398k | 2.2k | 180.91 | |
| Liberty Media Corp Delaware Com C Braves Grp | 0.1 | $354k | 13k | 27.23 | |
| Stars Group | 0.1 | $336k | 14k | 24.89 | |
| Interactive Brokers (IBKR) | 0.1 | $277k | 5.0k | 55.40 | |
| Watsco, Incorporated (WSO) | 0.1 | $285k | 1.6k | 178.12 | |
| Xpo Logistics Inc equity (XPO) | 0.1 | $285k | 2.5k | 114.00 | |
| Madison Square Garden Cl A (MSGS) | 0.1 | $284k | 900.00 | 315.56 | |
| Liberty Media Corp Series C Li | 0.1 | $309k | 8.3k | 37.23 | |
| American Tower Reit (AMT) | 0.1 | $247k | 1.7k | 145.29 | |
| Sharpspring Inc Com equity / small cap | 0.0 | $147k | 11k | 14.00 |
