Skye Global Management as of March 31, 2020
Portfolio Holdings for Skye Global Management
Skye Global Management holds 49 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 22.5 | $288M | 1.8M | 157.71 | |
| Amazon (AMZN) | 19.7 | $252M | 129k | 1949.72 | |
| Alphabet Inc Class C cs (GOOG) | 14.2 | $181M | 156k | 1162.81 | |
| Facebook Inc cl a (META) | 13.5 | $173M | 1.0M | 166.80 | |
| Verizon Communications (VZ) | 3.9 | $50M | 922k | 53.73 | |
| Guidewire Software (GWRE) | 3.1 | $39M | 496k | 79.31 | |
| Netflix (NFLX) | 2.7 | $34M | 91k | 375.50 | |
| Veeva Sys Inc cl a (VEEV) | 2.6 | $33M | 209k | 156.37 | |
| Alphabet Inc Class A cs (GOOGL) | 2.4 | $31M | 27k | 1162.80 | |
| Adobe Systems Incorporated (ADBE) | 2.3 | $29M | 91k | 318.24 | |
| Workday Inc cl a (WDAY) | 1.3 | $16M | 124k | 130.22 | |
| Danaher Corporation (DHR) | 1.3 | $16M | 116k | 138.41 | |
| Uber Technologies (UBER) | 1.1 | $15M | 520k | 27.92 | |
| Intercontinental Exchange (ICE) | 1.1 | $14M | 168k | 80.75 | |
| Axon Enterprise (AXON) | 1.0 | $13M | 186k | 70.77 | |
| Waste Connections (WCN) | 0.8 | $11M | 136k | 77.50 | |
| Republic Services (RSG) | 0.8 | $9.9M | 132k | 75.06 | |
| Metropcs Communications (TMUS) | 0.7 | $8.6M | 103k | 83.90 | |
| Atlassian Corp Plc cl a | 0.5 | $6.9M | 51k | 137.25 | |
| Cme (CME) | 0.5 | $6.6M | 38k | 172.92 | |
| MercadoLibre (MELI) | 0.4 | $5.3M | 11k | 488.62 | |
| Apple (AAPL) | 0.4 | $5.1M | 20k | 254.30 | |
| CoStar (CSGP) | 0.3 | $4.4M | 7.5k | 587.20 | |
| Tyler Technologies (TYL) | 0.3 | $4.3M | 15k | 296.55 | |
| New York Times Company (NYT) | 0.3 | $4.1M | 134k | 30.71 | |
| Lyft (LYFT) | 0.3 | $3.8M | 140k | 26.85 | |
| Roper Industries (ROP) | 0.2 | $3.1M | 10k | 311.80 | |
| Sea Ltd Adr Isin Us81141r1005 (SE) | 0.2 | $2.6M | 59k | 44.31 | |
| Black Knight | 0.2 | $2.6M | 45k | 58.07 | |
| TransDigm Group Incorporated (TDG) | 0.2 | $1.9M | 6.0k | 320.17 | |
| Moody's Corporation (MCO) | 0.1 | $1.6M | 7.6k | 211.45 | |
| Reynolds Consumer Prods (REYN) | 0.1 | $1.6M | 55k | 29.16 | |
| 0.1 | $1.5M | 60k | 24.57 | ||
| Alibaba Group Holding (BABA) | 0.1 | $1.5M | 7.5k | 194.53 | |
| United Parcel Service (UPS) | 0.1 | $1.2M | 13k | 93.38 | |
| Autodesk (ADSK) | 0.1 | $1.2M | 7.6k | 156.05 | |
| Bausch Health Companies (BHC) | 0.1 | $1.2M | 76k | 15.50 | |
| Broadridge Financial Solutions (BR) | 0.1 | $948k | 10k | 94.80 | |
| Waste Management (WM) | 0.1 | $926k | 10k | 92.60 | |
| Spotify Technology Sa (SPOT) | 0.1 | $765k | 6.3k | 121.43 | |
| Firstservice Corp (FSV) | 0.0 | $625k | 8.1k | 77.16 | |
| FedEx Corporation (FDX) | 0.0 | $606k | 5.0k | 121.20 | |
| Carvana Co cl a (CVNA) | 0.0 | $419k | 7.6k | 55.13 | |
| Liberty Media Corp Delaware Com C Braves Grp | 0.0 | $191k | 10k | 19.10 | |
| News (NWSA) | 0.0 | $180k | 20k | 9.00 | |
| Descartes Sys Grp (DSGX) | 0.0 | $131k | 3.8k | 34.47 | |
| Abbott Laboratories (ABT) | 0.0 | $118k | 1.5k | 78.67 | |
| Appfolio (APPF) | 0.0 | $111k | 1.0k | 111.00 | |
| Upwork (UPWK) | 0.0 | $65k | 10k | 6.50 |
