Skye Global Management as of Dec. 31, 2019
Portfolio Holdings for Skye Global Management
Skye Global Management holds 40 positions in its portfolio as reported in the December 2019 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alphabet Inc Class C cs (GOOG) | 21.8 | $228M | 170k | 1337.02 | |
| Facebook Inc cl a (META) | 19.1 | $200M | 972k | 205.25 | |
| Amazon (AMZN) | 13.8 | $144M | 78k | 1847.85 | |
| Microsoft Corporation (MSFT) | 11.8 | $123M | 781k | 157.70 | |
| Netflix (NFLX) | 7.3 | $76M | 235k | 323.57 | |
| Workday Inc cl a (WDAY) | 6.8 | $72M | 436k | 164.45 | |
| Guidewire Software (GWRE) | 4.1 | $43M | 388k | 109.77 | |
| Uber Technologies (UBER) | 1.9 | $20M | 680k | 29.74 | |
| Adobe Systems Incorporated (ADBE) | 1.6 | $16M | 49k | 329.82 | |
| Danaher Corporation (DHR) | 1.5 | $15M | 100k | 153.48 | |
| Atlassian Corp Plc cl a | 1.4 | $14M | 119k | 120.34 | |
| Veeva Sys Inc cl a (VEEV) | 1.2 | $13M | 90k | 140.66 | |
| Axon Enterprise (AXON) | 1.1 | $11M | 155k | 73.28 | |
| Republic Services (RSG) | 0.9 | $9.9M | 111k | 89.63 | |
| Verizon Communications (VZ) | 0.8 | $8.2M | 134k | 61.40 | |
| Instructure | 0.8 | $8.2M | 169k | 48.21 | |
| Roper Industries (ROP) | 0.6 | $6.2M | 18k | 354.23 | |
| General Electric Company | 0.5 | $5.4M | 480k | 11.16 | |
| Waste Connections (WCN) | 0.5 | $5.2M | 58k | 90.78 | |
| Cme (CME) | 0.3 | $3.4M | 17k | 200.71 | |
| Intercontinental Exchange (ICE) | 0.3 | $3.2M | 35k | 92.54 | |
| Autodesk (ADSK) | 0.3 | $2.9M | 16k | 183.44 | |
| 0.2 | $2.2M | 69k | 32.04 | ||
| Iqvia Holdings (IQV) | 0.2 | $1.9M | 12k | 154.50 | |
| Waste Management (WM) | 0.2 | $1.8M | 16k | 113.94 | |
| Take-Two Interactive Software (TTWO) | 0.2 | $1.7M | 14k | 122.43 | |
| TransDigm Group Incorporated (TDG) | 0.1 | $1.6M | 2.8k | 560.00 | |
| Broadridge Financial Solutions (BR) | 0.1 | $1.5M | 12k | 123.50 | |
| Moody's Corporation (MCO) | 0.1 | $1.3M | 5.6k | 237.32 | |
| Black Knight | 0.1 | $1.4M | 22k | 64.50 | |
| Slack Technologies | 0.1 | $922k | 41k | 22.49 | |
| Eventbrite (EB) | 0.1 | $645k | 32k | 20.16 | |
| Liberty Media Corp Series C Li | 0.1 | $483k | 11k | 46.00 | |
| Verisk Analytics (VRSK) | 0.0 | $463k | 3.1k | 149.35 | |
| MercadoLibre (MELI) | 0.0 | $377k | 660.00 | 571.21 | |
| Firstservice Corp (FSV) | 0.0 | $447k | 4.8k | 93.12 | |
| Appfolio (APPF) | 0.0 | $308k | 2.8k | 110.00 | |
| Descartes Sys Grp (DSGX) | 0.0 | $171k | 4.0k | 42.75 | |
| Liberty Media Corp Delaware Com C Braves Grp | 0.0 | $236k | 8.0k | 29.50 | |
| CoStar (CSGP) | 0.0 | $156k | 260.00 | 600.00 |
