Skye Global Management as of Dec. 31, 2018
Portfolio Holdings for Skye Global Management
Skye Global Management holds 36 positions in its portfolio as reported in the December 2018 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 36.2 | $179M | 1.8M | 101.57 | |
| Alphabet Inc Class C cs (GOOG) | 26.3 | $130M | 126k | 1035.61 | |
| Amazon (AMZN) | 9.6 | $48M | 32k | 1501.96 | |
| Apple (AAPL) | 6.6 | $33M | 208k | 157.74 | |
| Facebook Inc cl a (META) | 2.7 | $13M | 102k | 131.09 | |
| Veeva Sys Inc cl a (VEEV) | 2.0 | $10M | 112k | 89.32 | |
| Atlassian Corp Plc cl a | 1.9 | $9.7M | 109k | 88.98 | |
| Servicenow (NOW) | 1.7 | $8.3M | 47k | 178.04 | |
| Adobe Systems Incorporated (ADBE) | 1.6 | $7.9M | 35k | 226.23 | |
| salesforce (CRM) | 1.6 | $7.7M | 56k | 136.96 | |
| Coupa Software | 1.3 | $6.5M | 104k | 62.86 | |
| Take-Two Interactive Software (TTWO) | 1.1 | $5.4M | 52k | 102.94 | |
| Intuit (INTU) | 1.0 | $5.0M | 26k | 196.86 | |
| Godaddy Inc cl a (GDDY) | 1.0 | $4.9M | 74k | 65.62 | |
| Instructure | 1.0 | $4.8M | 129k | 37.51 | |
| Sailpoint Technlgies Hldgs I | 1.0 | $4.9M | 207k | 23.49 | |
| Autodesk (ADSK) | 1.0 | $4.8M | 37k | 128.62 | |
| Workday Inc cl a (WDAY) | 0.6 | $3.0M | 19k | 159.68 | |
| Zendesk | 0.4 | $1.9M | 33k | 58.38 | |
| 0.3 | $1.5M | 53k | 28.74 | ||
| Twilio Inc cl a (TWLO) | 0.3 | $1.5M | 17k | 89.30 | |
| Okta Inc cl a (OKTA) | 0.1 | $612k | 9.6k | 63.75 | |
| World Wrestling Entertainment | 0.1 | $545k | 7.3k | 74.66 | |
| CoStar (CSGP) | 0.1 | $455k | 1.4k | 337.04 | |
| Guidewire Software (GWRE) | 0.1 | $385k | 4.8k | 80.21 | |
| Sharpspring Inc Com equity / small cap | 0.1 | $354k | 28k | 12.64 | |
| American Tower Reit (AMT) | 0.1 | $316k | 2.0k | 158.00 | |
| Shopify Inc cl a (SHOP) | 0.1 | $263k | 1.9k | 138.42 | |
| Liberty Media Corp Delaware Com C Braves Grp | 0.1 | $224k | 9.0k | 24.89 | |
| TransDigm Group Incorporated (TDG) | 0.0 | $221k | 650.00 | 340.00 | |
| Boeing Company (BA) | 0.0 | $161k | 500.00 | 322.00 | |
| Churchill Downs (CHDN) | 0.0 | $159k | 650.00 | 244.62 | |
| 0.0 | $144k | 5.0k | 28.80 | ||
| Firstservice Corp New Sub Vtg | 0.0 | $164k | 2.4k | 68.33 | |
| Anaplan | 0.0 | $133k | 5.0k | 26.60 | |
| Appfolio (APPF) | 0.0 | $113k | 1.9k | 59.47 |
