Skye Global Management as of March 31, 2021
Portfolio Holdings for Skye Global Management
Skye Global Management holds 60 positions in its portfolio as reported in the March 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 26.3 | $1.4B | 5.8M | 235.77 | |
| Alphabet Cap Stk Cl A (GOOGL) | 17.9 | $924M | 448k | 2062.52 | |
| Amazon (AMZN) | 17.2 | $888M | 287k | 3094.08 | |
| Workday Cl A (WDAY) | 6.3 | $326M | 1.3M | 248.43 | |
| Alphabet Cap Stk Cl C (GOOG) | 5.2 | $270M | 131k | 2068.63 | |
| Netflix (NFLX) | 3.9 | $203M | 389k | 521.66 | |
| Tyler Technologies (TYL) | 2.5 | $129M | 304k | 424.53 | |
| Zoom Video Communications In Cl A (ZM) | 2.1 | $109M | 338k | 321.29 | |
| Sba Communications Corp Cl A (SBAC) | 2.0 | $101M | 365k | 277.55 | |
| Union Pacific Corporation (UNP) | 1.5 | $78M | 352k | 220.41 | |
| Republic Services (RSG) | 1.2 | $64M | 647k | 99.35 | |
| Facebook Cl A (META) | 1.2 | $63M | 214k | 294.53 | |
| Guidewire Software (GWRE) | 1.2 | $62M | 610k | 101.63 | |
| Waste Connections (WCN) | 1.1 | $59M | 548k | 107.98 | |
| Veeva Sys Cl A Com (VEEV) | 1.0 | $53M | 204k | 261.24 | |
| American Tower Reit (AMT) | 1.0 | $53M | 222k | 239.06 | |
| Danaher Corporation (DHR) | 0.9 | $46M | 206k | 225.08 | |
| Jd.com Spon Adr Cl A (JD) | 0.9 | $46M | 548k | 84.33 | |
| Verizon Communications (VZ) | 0.7 | $38M | 650k | 58.15 | |
| salesforce (CRM) | 0.6 | $32M | 152k | 211.87 | |
| Sea Sponsord Ads (SE) | 0.6 | $31M | 140k | 223.23 | |
| Paypal Holdings (PYPL) | 0.6 | $29M | 118k | 242.84 | |
| Autodesk (ADSK) | 0.5 | $27M | 96k | 277.15 | |
| Canadian Pacific Railway | 0.4 | $22M | 58k | 379.29 | |
| Adobe Systems Incorporated (ADBE) | 0.4 | $21M | 45k | 475.37 | |
| Canadian Natl Ry (CNI) | 0.4 | $21M | 179k | 115.98 | |
| Axon Enterprise (AXON) | 0.3 | $13M | 92k | 142.42 | |
| Visa Com Cl A (V) | 0.2 | $11M | 50k | 211.74 | |
| Cadence Design Systems (CDNS) | 0.2 | $10M | 75k | 136.99 | |
| Reynolds Consumer Prods (REYN) | 0.2 | $9.3M | 313k | 29.78 | |
| Coupa Software | 0.2 | $8.1M | 32k | 254.47 | |
| Atlassian Corp Cl A | 0.1 | $7.6M | 36k | 210.75 | |
| Metropcs Communications (TMUS) | 0.1 | $6.8M | 55k | 125.28 | |
| Synopsys (SNPS) | 0.1 | $6.4M | 26k | 247.80 | |
| Mastercard Incorporated Cl A (MA) | 0.1 | $4.6M | 13k | 356.05 | |
| Ansys (ANSS) | 0.1 | $4.5M | 13k | 339.55 | |
| Costco Wholesale Corporation (COST) | 0.1 | $3.9M | 11k | 352.45 | |
| Acacia Resh Corp Acacia Tch Com (ACTG) | 0.1 | $3.4M | 518k | 6.65 | |
| Hubspot (HUBS) | 0.1 | $3.3M | 7.3k | 454.25 | |
| Zillow Group Cl C Cap Stk (Z) | 0.1 | $3.2M | 24k | 129.63 | |
| Servicenow (NOW) | 0.1 | $2.8M | 5.5k | 500.18 | |
| Procter & Gamble Company (PG) | 0.0 | $2.5M | 18k | 135.41 | |
| Firstservice Corp (FSV) | 0.0 | $2.4M | 16k | 148.18 | |
| Docusign (DOCU) | 0.0 | $2.2M | 11k | 202.45 | |
| TransDigm Group Incorporated (TDG) | 0.0 | $1.9M | 3.3k | 587.88 | |
| Shopify Cl A (SHOP) | 0.0 | $1.9M | 1.7k | 1106.32 | |
| Thermo Fisher Scientific (TMO) | 0.0 | $1.6M | 3.4k | 456.47 | |
| Primo Water (PRMW) | 0.0 | $1.4M | 86k | 16.26 | |
| Duck Creek Technologies SHS | 0.0 | $1.2M | 27k | 45.13 | |
| Tencent Music Entmt Group Spon Ads (TME) | 0.0 | $902k | 44k | 20.50 | |
| Mirati Therapeutics | 0.0 | $754k | 4.4k | 171.36 | |
| Fate Therapeutics (FATE) | 0.0 | $726k | 8.8k | 82.50 | |
| Arya Sciences Acqu Corp Iv Cl A (ARYD) | 0.0 | $675k | 65k | 10.47 | |
| Nuance Communications | 0.0 | $576k | 13k | 43.64 | |
| Dragoneer Growth Opportun Com Cl A | 0.0 | $568k | 56k | 10.14 | |
| Renalytix Ai Ads (RNLXY) | 0.0 | $565k | 22k | 25.68 | |
| Arya Sciences Acquisition Com Cl A | 0.0 | $345k | 25k | 13.80 | |
| Health Catalyst (HCAT) | 0.0 | $253k | 5.4k | 46.85 | |
| Cardlytics (CDLX) | 0.0 | $241k | 2.2k | 109.55 | |
| Plby Group Ord (PLBY) | 0.0 | $215k | 11k | 19.55 |
