Skye Global Management as of Dec. 31, 2020
Portfolio Holdings for Skye Global Management
Skye Global Management holds 49 positions in its portfolio as reported in the December 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 25.7 | $1.1B | 4.9M | 222.42 | |
| Alphabet Cap Stk Cl A (GOOGL) | 15.2 | $649M | 370k | 1752.64 | |
| Amazon (AMZN) | 10.6 | $453M | 139k | 3256.93 | |
| Alphabet Cap Stk Cl C (GOOG) | 8.3 | $355M | 203k | 1751.88 | |
| Workday Cl A (WDAY) | 6.7 | $287M | 1.2M | 239.61 | |
| Facebook Cl A (META) | 4.4 | $187M | 684k | 273.16 | |
| Netflix (NFLX) | 4.4 | $186M | 343k | 540.73 | |
| Tyler Technologies (TYL) | 3.2 | $134M | 308k | 436.52 | |
| Guidewire Software (GWRE) | 2.6 | $109M | 850k | 128.73 | |
| Sba Communications Corp Cl A (SBAC) | 2.5 | $108M | 382k | 282.13 | |
| Jd.com Spon Adr Cl A (JD) | 1.6 | $69M | 786k | 87.90 | |
| Danaher Corporation (DHR) | 1.6 | $66M | 298k | 222.14 | |
| American Tower Reit (AMT) | 1.4 | $59M | 265k | 224.46 | |
| Veeva Sys Cl A Com (VEEV) | 1.2 | $53M | 195k | 272.25 | |
| Autodesk (ADSK) | 1.2 | $51M | 168k | 305.34 | |
| Atlassian Corp Cl A | 1.2 | $51M | 217k | 233.87 | |
| Republic Services (RSG) | 1.1 | $45M | 470k | 96.30 | |
| Verizon Communications (VZ) | 1.0 | $45M | 757k | 58.75 | |
| MercadoLibre (MELI) | 0.9 | $39M | 23k | 1675.21 | |
| Waste Connections (WCN) | 0.9 | $39M | 380k | 102.57 | |
| Moody's Corporation (MCO) | 0.7 | $28M | 98k | 290.24 | |
| Axon Enterprise (AXON) | 0.6 | $27M | 224k | 122.53 | |
| Sea Sponsord Ads (SE) | 0.5 | $21M | 104k | 199.05 | |
| Coupa Software | 0.3 | $14M | 42k | 338.91 | |
| Carvana Cl A (CVNA) | 0.3 | $13M | 55k | 239.54 | |
| Adobe Systems Incorporated (ADBE) | 0.3 | $13M | 26k | 500.12 | |
| salesforce (CRM) | 0.3 | $12M | 52k | 222.54 | |
| Reynolds Consumer Prods (REYN) | 0.2 | $7.8M | 258k | 30.04 | |
| Shopify Cl A (SHOP) | 0.1 | $5.8M | 5.1k | 1131.96 | |
| CoStar (CSGP) | 0.1 | $5.4M | 5.8k | 924.31 | |
| Primo Water (PRMW) | 0.1 | $4.3M | 276k | 15.68 | |
| Ansys (ANSS) | 0.1 | $4.2M | 12k | 363.79 | |
| Procter & Gamble Company (PG) | 0.1 | $4.0M | 29k | 139.12 | |
| Servicenow (NOW) | 0.1 | $3.7M | 6.8k | 550.44 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $3.2M | 6.8k | 465.74 | |
| TransDigm Group Incorporated (TDG) | 0.1 | $2.8M | 4.6k | 618.91 | |
| Duck Creek Technologies SHS | 0.1 | $2.5M | 58k | 43.29 | |
| Health Catalyst (HCAT) | 0.1 | $2.3M | 52k | 43.54 | |
| Intuit (INTU) | 0.1 | $2.2M | 5.8k | 379.83 | |
| Firstservice Corp (FSV) | 0.0 | $2.0M | 15k | 136.76 | |
| Zoom Video Communications In Cl A (ZM) | 0.0 | $2.0M | 5.8k | 337.24 | |
| Spotify Technology S A SHS (SPOT) | 0.0 | $1.6M | 5.1k | 314.71 | |
| General Electric Company | 0.0 | $1.2M | 110k | 10.80 | |
| Docusign (DOCU) | 0.0 | $1.1M | 5.1k | 222.35 | |
| Ncino | 0.0 | $529k | 7.3k | 72.47 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $526k | 8.6k | 61.16 | |
| Appfolio Com Cl A (APPF) | 0.0 | $522k | 2.9k | 180.00 | |
| Black Knight | 0.0 | $512k | 5.8k | 88.28 | |
| Arya Sciences Acquisition Com Cl A | 0.0 | $271k | 25k | 10.84 |
