Skye Global Management as of June 30, 2019
Portfolio Holdings for Skye Global Management
Skye Global Management holds 33 positions in its portfolio as reported in the June 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 30.6 | $288M | 152k | 1893.63 | |
| Alphabet Inc Class C cs (GOOG) | 29.4 | $277M | 256k | 1080.91 | |
| Microsoft Corporation (MSFT) | 15.3 | $144M | 1.1M | 133.96 | |
| Atlassian Corp Plc cl a | 4.8 | $45M | 343k | 130.84 | |
| Netflix (NFLX) | 4.5 | $43M | 117k | 367.32 | |
| Facebook Inc cl a (META) | 3.7 | $35M | 182k | 193.00 | |
| Zillow Group Inc Cl C Cap Stk (Z) | 2.4 | $23M | 491k | 46.39 | |
| Veeva Sys Inc cl a (VEEV) | 2.0 | $19M | 118k | 162.11 | |
| Adobe Systems Incorporated (ADBE) | 1.8 | $17M | 59k | 294.65 | |
| Dropbox Inc-class A (DBX) | 1.0 | $9.5M | 380k | 25.05 | |
| 0.9 | $8.6M | 245k | 34.90 | ||
| Guidewire Software (GWRE) | 0.8 | $7.4M | 73k | 101.38 | |
| Danaher Corporation (DHR) | 0.5 | $4.4M | 31k | 142.92 | |
| Sun Communities (SUI) | 0.2 | $2.2M | 17k | 128.18 | |
| Instructure | 0.2 | $2.1M | 51k | 42.50 | |
| Autodesk (ADSK) | 0.2 | $2.0M | 12k | 162.92 | |
| Workday Inc cl a (WDAY) | 0.2 | $1.7M | 8.5k | 205.53 | |
| Ceridian Hcm Hldg (DAY) | 0.2 | $1.8M | 36k | 50.19 | |
| World Wrestling Entertainment | 0.2 | $1.6M | 22k | 72.23 | |
| TransDigm Group Incorporated (TDG) | 0.2 | $1.5M | 3.2k | 483.75 | |
| Waste Connections (WCN) | 0.2 | $1.5M | 16k | 95.56 | |
| MercadoLibre (MELI) | 0.1 | $1.2M | 2.0k | 612.00 | |
| CoStar (CSGP) | 0.1 | $803k | 1.5k | 553.79 | |
| Coupa Software | 0.1 | $684k | 5.4k | 126.67 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 0.1 | $698k | 21k | 33.24 | |
| Spotify Technology Sa (SPOT) | 0.1 | $614k | 4.2k | 146.19 | |
| Servicenow (NOW) | 0.1 | $549k | 2.0k | 274.50 | |
| Bright Horizons Fam Sol In D (BFAM) | 0.1 | $453k | 3.0k | 151.00 | |
| Elastic N V ord (ESTC) | 0.1 | $448k | 6.0k | 74.67 | |
| Broadridge Financial Solutions (BR) | 0.0 | $383k | 3.0k | 127.67 | |
| Shopify Inc cl a (SHOP) | 0.0 | $180k | 600.00 | 300.00 | |
| Firstservice Corp (FSV) | 0.0 | $192k | 2.0k | 96.00 | |
| Majes | 0.0 | $140k | 15k | 9.33 |
