Skye Global Management

Skye Global Management as of Sept. 30, 2020

Portfolio Holdings for Skye Global Management

Skye Global Management holds 66 positions in its portfolio as reported in the September 2020 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Microsoft Corporation (MSFT) 19.9 $770M 3.7M 210.33
Facebook Cl A (META) 9.9 $386M 1.5M 261.90
Verizon Communications (VZ) 9.4 $365M 6.1M 59.49
Alphabet Cap Stk Cl C (GOOG) 9.0 $351M 239k 1469.60
Alphabet Cap Stk Cl A (GOOGL) 9.0 $349M 238k 1465.60
Amazon (AMZN) 6.9 $266M 85k 3148.73
Workday Cl A (WDAY) 5.6 $219M 1.0M 215.13
Netflix (NFLX) 3.7 $145M 289k 500.03
Tyler Technologies (TYL) 3.0 $117M 335k 348.56
Metropcs Communications (TMUS) 2.6 $100M 876k 114.36
Guidewire Software (GWRE) 2.5 $95M 912k 104.27
Uber Technologies (UBER) 2.2 $86M 2.4M 36.48
Sba Communications Corp Cl A (SBAC) 1.8 $68M 214k 318.48
Veeva Sys Cl A Com (VEEV) 1.2 $46M 164k 281.19
Danaher Corporation (DHR) 1.1 $44M 202k 215.33
Atlassian Corp Cl A 1.1 $43M 238k 181.79
Republic Services (RSG) 0.9 $36M 389k 93.35
Waste Connections (WCN) 0.9 $36M 344k 103.80
At&t (T) 0.9 $36M 1.2M 28.51
Crown Castle Intl (CCI) 0.8 $33M 196k 166.50
Autodesk (ADSK) 0.8 $31M 134k 231.01
Disney Walt Com Disney (DIS) 0.7 $27M 217k 124.08
American Tower Reit (AMT) 0.7 $26M 108k 241.73
Booking Holdings (BKNG) 0.5 $21M 12k 1710.65
Madison Square Grdn Sprt Cor Cl A (MSGS) 0.5 $21M 138k 150.48
MercadoLibre (MELI) 0.4 $17M 15k 1082.50
Sea Sponsord Ads (SE) 0.4 $14M 94k 154.04
Axon Enterprise (AXON) 0.3 $13M 146k 90.70
Adobe Systems Incorporated (ADBE) 0.3 $12M 24k 490.41
Jd.com Spon Adr Cl A (JD) 0.2 $9.5M 123k 77.61
CoStar (CSGP) 0.2 $9.2M 11k 848.52
Coupa Software 0.2 $9.0M 33k 274.24
Boeing Company (BA) 0.2 $7.9M 48k 165.25
Taiwan Semiconductor Mfg Sponsored Ads (TSM) 0.2 $6.5M 80k 81.08
Spotify Technology S A SHS (SPOT) 0.2 $6.2M 26k 242.59
Ncino 0.2 $6.1M 77k 79.68
salesforce (CRM) 0.2 $5.9M 24k 251.32
Reynolds Consumer Prods (REYN) 0.1 $5.7M 185k 30.62
Duck Creek Technologies SHS 0.1 $5.5M 120k 45.43
Cme (CME) 0.1 $3.8M 23k 167.31
Intercontinental Exchange (ICE) 0.1 $3.7M 37k 100.05
Roper Industries (ROP) 0.1 $2.8M 7.0k 395.14
Illumina (ILMN) 0.1 $2.3M 7.5k 309.07
Paypal Holdings (PYPL) 0.1 $2.3M 12k 197.07
Twitter 0.1 $2.3M 51k 44.51
TransDigm Group Incorporated (TDG) 0.1 $2.2M 4.6k 475.22
Ansys (ANSS) 0.0 $1.9M 5.8k 327.24
Anaplan 0.0 $1.4M 23k 62.57
General Electric Company 0.0 $1.4M 220k 6.23
Angi Homeservices Com Cl A (ANGI) 0.0 $1.3M 116k 11.10
Firstservice Corp (FSV) 0.0 $1.2M 9.2k 131.85
Thermo Fisher Scientific (TMO) 0.0 $1.1M 2.6k 441.54
Carvana Cl A (CVNA) 0.0 $1.0M 4.6k 223.04
New York Times Cl A (NYT) 0.0 $984k 23k 42.78
Farfetch Ord Sh Cl A (FTCHQ) 0.0 $906k 36k 25.17
Vapotherm 0.0 $696k 24k 29.00
Datadog Cl A Com (DDOG) 0.0 $695k 6.8k 102.21
Cannae Holdings (CNNE) 0.0 $671k 18k 37.28
Balchem Corporation (BCPC) 0.0 $635k 6.5k 97.69
Shift4 Pmts Cl A (FOUR) 0.0 $629k 13k 48.38
Black Knight 0.0 $609k 7.0k 87.00
Sun Communities (SUI) 0.0 $478k 3.4k 140.59
Zillow Group Cl C Cap Stk (Z) 0.0 $467k 4.6k 101.52
Appfolio Com Cl A (APPF) 0.0 $411k 2.9k 141.72
Unity Software (U) 0.0 $297k 3.4k 87.35
Arya Sciences Acquisition Com Cl A 0.0 $271k 25k 10.84