Skye Global Management as of June 30, 2020
Portfolio Holdings for Skye Global Management
Skye Global Management holds 62 positions in its portfolio as reported in the June 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 17.4 | $447M | 2.2M | 203.51 | |
| Verizon Communications (VZ) | 17.4 | $446M | 8.1M | 55.13 | |
| Facebook Cl A (META) | 13.0 | $333M | 1.5M | 227.07 | |
| Amazon (AMZN) | 12.7 | $327M | 119k | 2758.82 | |
| Alphabet Cap Stk Cl C (GOOG) | 8.3 | $214M | 151k | 1413.61 | |
| Metropcs Communications (TMUS) | 4.9 | $125M | 1.2M | 104.15 | |
| Workday Cl A (WDAY) | 4.4 | $114M | 608k | 187.36 | |
| Netflix (NFLX) | 3.0 | $76M | 167k | 455.04 | |
| Sba Communications Corp Cl A (SBAC) | 2.2 | $57M | 190k | 297.92 | |
| Guidewire Software (GWRE) | 2.1 | $55M | 496k | 110.85 | |
| Veeva Sys Cl A Com (VEEV) | 1.7 | $43M | 182k | 234.42 | |
| Atlassian Corp Cl A | 1.2 | $32M | 175k | 180.27 | |
| American Tower Reit (AMT) | 0.9 | $24M | 93k | 258.54 | |
| Tyler Technologies (TYL) | 0.9 | $23M | 68k | 346.87 | |
| Waste Connections (WCN) | 0.8 | $21M | 228k | 93.79 | |
| Danaher Corporation (DHR) | 0.8 | $21M | 121k | 176.83 | |
| Republic Services (RSG) | 0.8 | $21M | 255k | 82.05 | |
| Adobe Systems Incorporated (ADBE) | 0.7 | $17M | 40k | 435.30 | |
| Intercontinental Exchange (ICE) | 0.6 | $15M | 160k | 91.60 | |
| Apple (AAPL) | 0.5 | $13M | 37k | 364.79 | |
| Vapotherm | 0.5 | $12M | 295k | 40.99 | |
| Autodesk (ADSK) | 0.4 | $11M | 47k | 239.18 | |
| Coupa Software | 0.4 | $11M | 39k | 277.05 | |
| MercadoLibre (MELI) | 0.4 | $10M | 11k | 985.81 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.4 | $9.9M | 7.0k | 1418.00 | |
| Jd.com Spon Adr Cl A (JD) | 0.4 | $9.4M | 156k | 60.18 | |
| Carvana Cl A (CVNA) | 0.3 | $7.7M | 64k | 120.20 | |
| Cme (CME) | 0.3 | $7.2M | 44k | 162.55 | |
| Sea Sponsored Ads (SE) | 0.3 | $7.0M | 65k | 107.25 | |
| Paypal Holdings (PYPL) | 0.2 | $5.9M | 34k | 174.24 | |
| Axon Enterprise (AXON) | 0.2 | $5.5M | 56k | 98.12 | |
| New York Times Cl A (NYT) | 0.2 | $5.0M | 119k | 42.03 | |
| Uber Technologies (UBER) | 0.2 | $4.8M | 155k | 31.08 | |
| CoStar (CSGP) | 0.2 | $4.8M | 6.7k | 710.60 | |
| Reynolds Consumer Prods (REYN) | 0.2 | $4.3M | 124k | 34.74 | |
| Shopify Cl A (SHOP) | 0.1 | $3.0M | 3.2k | 949.06 | |
| Roper Industries (ROP) | 0.1 | $2.4M | 6.2k | 388.23 | |
| Okta Cl A (OKTA) | 0.1 | $2.4M | 12k | 200.25 | |
| Take-Two Interactive Software (TTWO) | 0.1 | $2.1M | 15k | 139.60 | |
| salesforce (CRM) | 0.1 | $2.1M | 11k | 187.36 | |
| TransDigm Group Incorporated (TDG) | 0.1 | $1.9M | 4.3k | 442.09 | |
| Starbucks Corporation (SBUX) | 0.1 | $1.6M | 22k | 73.59 | |
| 0.1 | $1.5M | 52k | 29.79 | ||
| Electronic Arts (EA) | 0.1 | $1.5M | 11k | 132.09 | |
| Zendesk | 0.1 | $1.3M | 15k | 88.53 | |
| Black Knight | 0.0 | $1.2M | 17k | 72.59 | |
| Anaplan | 0.0 | $997k | 22k | 45.32 | |
| Firstservice Corp (FSV) | 0.0 | $967k | 9.6k | 100.73 | |
| Slack Technologies Com Cl A | 0.0 | $839k | 27k | 31.07 | |
| Docusign (DOCU) | 0.0 | $758k | 4.4k | 172.27 | |
| Spotify Technology S A SHS (SPOT) | 0.0 | $620k | 2.4k | 258.33 | |
| Mongodb Cl A (MDB) | 0.0 | $543k | 2.4k | 226.25 | |
| Shift4 Pmts Cl A (FOUR) | 0.0 | $532k | 15k | 35.47 | |
| Crowdstrike Hldgs Cl A (CRWD) | 0.0 | $501k | 5.0k | 100.20 | |
| Madison Square Grdn Sprt Cor Cl A (MSGS) | 0.0 | $499k | 3.4k | 146.76 | |
| Social Cap Hedspia Hldg Co I Com Cl A | 0.0 | $492k | 44k | 11.18 | |
| Liberty Media Corp Del Com Ser C Frmla | 0.0 | $317k | 10k | 31.70 | |
| Liberty Media Corp Del Com C Braves Grp | 0.0 | $197k | 10k | 19.70 | |
| Arya Sciences Acquistion Unit 06/09/2027 | 0.0 | $174k | 15k | 11.60 | |
| Appfolio Com Cl A (APPF) | 0.0 | $163k | 1.0k | 163.00 | |
| Primo Water (PRMW) | 0.0 | $138k | 10k | 13.80 | |
| T-mobile Us Right 07/27/2020 | 0.0 | $133k | 793k | 0.17 |
