Skye Global Management as of Sept. 30, 2019
Portfolio Holdings for Skye Global Management
Skye Global Management holds 29 positions in its portfolio as reported in the September 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 34.1 | $357M | 206k | 1735.91 | |
| Alphabet Inc Class C cs (GOOG) | 31.5 | $330M | 271k | 1219.00 | |
| Atlassian Corp Plc cl a | 6.5 | $68M | 542k | 125.44 | |
| Microsoft Corporation (MSFT) | 6.1 | $64M | 457k | 139.03 | |
| Instructure | 5.1 | $54M | 1.4M | 38.74 | |
| Netflix (NFLX) | 5.0 | $52M | 193k | 267.62 | |
| Guidewire Software (GWRE) | 3.1 | $33M | 311k | 105.38 | |
| Adobe Systems Incorporated (ADBE) | 2.4 | $25M | 92k | 276.25 | |
| Veeva Sys Inc cl a (VEEV) | 1.8 | $19M | 123k | 152.69 | |
| Facebook Inc cl a (META) | 0.8 | $8.4M | 47k | 178.09 | |
| Workday Inc cl a (WDAY) | 0.8 | $7.8M | 46k | 169.96 | |
| Servicenow (NOW) | 0.6 | $6.2M | 25k | 253.84 | |
| Visa (V) | 0.3 | $3.7M | 21k | 172.01 | |
| General Electric Company | 0.3 | $3.2M | 360k | 8.94 | |
| Slack Technologies | 0.3 | $3.2M | 135k | 23.73 | |
| MasterCard Incorporated (MA) | 0.2 | $2.3M | 8.4k | 271.55 | |
| Alteryx | 0.2 | $2.3M | 21k | 107.43 | |
| Shopify Inc cl a (SHOP) | 0.1 | $1.5M | 4.9k | 311.63 | |
| Cme (CME) | 0.1 | $1.5M | 7.0k | 211.29 | |
| 0.1 | $1.4M | 35k | 41.20 | ||
| Zillow Group Inc Cl C Cap Stk (Z) | 0.1 | $1.1M | 38k | 29.82 | |
| S&p Global (SPGI) | 0.1 | $857k | 3.5k | 244.86 | |
| Intercontinental Exchange (ICE) | 0.1 | $646k | 7.0k | 92.29 | |
| Msci (MSCI) | 0.0 | $305k | 1.4k | 217.86 | |
| TransDigm Group Incorporated (TDG) | 0.0 | $364k | 700.00 | 520.00 | |
| Appfolio (APPF) | 0.0 | $333k | 3.5k | 95.14 | |
| Coupa Software | 0.0 | $181k | 1.4k | 129.29 | |
| Majes | 0.0 | $127k | 15k | 8.47 | |
| Firstservice Corp (FSV) | 0.0 | $82k | 800.00 | 102.50 |
