Skye Global Management as of March 31, 2019
Portfolio Holdings for Skye Global Management
Skye Global Management holds 54 positions in its portfolio as reported in the March 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 25.3 | $206M | 1.7M | 117.94 | |
| Alphabet Inc Class C cs (GOOG) | 17.2 | $140M | 120k | 1173.31 | |
| Amazon (AMZN) | 9.9 | $81M | 45k | 1780.75 | |
| Netflix (NFLX) | 8.6 | $70M | 197k | 356.56 | |
| Adobe Systems Incorporated (ADBE) | 5.7 | $46M | 174k | 266.49 | |
| Facebook Inc cl a (META) | 4.3 | $35M | 208k | 166.69 | |
| Atlassian Corp Plc cl a | 4.2 | $34M | 302k | 112.39 | |
| Servicenow (NOW) | 3.3 | $27M | 109k | 246.49 | |
| Veeva Sys Inc cl a (VEEV) | 2.2 | $18M | 142k | 126.86 | |
| Smartsheet (SMAR) | 2.0 | $17M | 407k | 40.79 | |
| Intuit (INTU) | 1.4 | $12M | 45k | 261.40 | |
| Coupa Software | 1.4 | $11M | 126k | 90.98 | |
| Goldman Sachs (GS) | 1.2 | $9.4M | 49k | 192.00 | |
| Danaher Corporation (DHR) | 1.1 | $9.1M | 69k | 132.01 | |
| Autodesk (ADSK) | 1.1 | $9.0M | 58k | 155.83 | |
| Guidewire Software (GWRE) | 1.0 | $8.4M | 87k | 97.16 | |
| MercadoLibre (MELI) | 1.0 | $7.9M | 16k | 507.74 | |
| JPMorgan Chase & Co. (JPM) | 0.9 | $7.7M | 76k | 101.22 | |
| Financial Select Sector SPDR (XLF) | 0.9 | $7.5M | 290k | 25.71 | |
| Alibaba Group Holding (BABA) | 0.8 | $6.8M | 38k | 182.45 | |
| Spotify Technology Sa (SPOT) | 0.8 | $6.9M | 50k | 138.81 | |
| Goldman Sachs Group Inc option | 0.7 | $5.8M | 30k | 192.00 | |
| 0.7 | $5.5M | 167k | 32.88 | ||
| Workday Inc cl a (WDAY) | 0.5 | $3.7M | 19k | 192.86 | |
| World Wrestling Entertainment | 0.4 | $3.4M | 40k | 86.78 | |
| Microsoft Corp | 0.4 | $3.4M | 29k | 117.92 | |
| TransDigm Group Incorporated (TDG) | 0.3 | $2.7M | 5.9k | 454.07 | |
| Okta Inc cl a (OKTA) | 0.3 | $2.6M | 31k | 82.74 | |
| Medidata Solutions | 0.3 | $2.2M | 35k | 63.50 | |
| Twilio Inc cl a (TWLO) | 0.2 | $1.4M | 11k | 129.18 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 0.1 | $1.2M | 51k | 23.53 | |
| Netflix Inc option | 0.1 | $1.2M | 3.3k | 356.67 | |
| New York Times Company (NYT) | 0.1 | $986k | 30k | 32.87 | |
| Firstservice Corp New Sub Vtg | 0.1 | $983k | 11k | 89.36 | |
| American Tower Reit (AMT) | 0.1 | $926k | 4.7k | 197.02 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $794k | 2.9k | 273.79 | |
| 0.1 | $737k | 22k | 32.90 | ||
| Instructure | 0.1 | $702k | 15k | 47.11 | |
| Roper Industries (ROP) | 0.1 | $650k | 1.9k | 342.11 | |
| Elastic N V ord (ESTC) | 0.1 | $623k | 7.8k | 79.87 | |
| Smartsheet Inc call | 0.1 | $657k | 16k | 40.81 | |
| Take-Two Interactive Software (TTWO) | 0.1 | $557k | 5.9k | 94.41 | |
| Shopify Inc cl a (SHOP) | 0.1 | $517k | 2.5k | 206.80 | |
| Atlassian Corp Plc call | 0.1 | $517k | 4.6k | 112.39 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 0.1 | $441k | 13k | 34.72 | |
| Sailpoint Technlgies Hldgs I | 0.1 | $402k | 14k | 28.71 | |
| Domo Cl B Ord (DOMO) | 0.1 | $423k | 11k | 40.29 | |
| Diageo (DEO) | 0.0 | $229k | 1.4k | 163.57 | |
| Zendesk | 0.0 | $213k | 2.5k | 85.20 | |
| Liberty Media Corp Delaware Com C Braves Grp | 0.0 | $250k | 9.0k | 27.78 | |
| Iqvia Holdings (IQV) | 0.0 | $273k | 1.9k | 143.68 | |
| Anaplan | 0.0 | $256k | 6.5k | 39.38 | |
| Churchill Downs (CHDN) | 0.0 | $171k | 1.9k | 90.00 | |
| Coupa Software Inc call | 0.0 | $45k | 500.00 | 90.00 |
