Skye Global Management as of Dec. 31, 2021
Portfolio Holdings for Skye Global Management
Skye Global Management holds 49 positions in its portfolio as reported in the December 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 32.4 | $1.9B | 579k | 3334.34 | |
| Microsoft Corporation (MSFT) | 23.3 | $1.4B | 4.1M | 336.32 | |
| Alphabet Cap Stk Cl A (GOOGL) | 13.9 | $826M | 285k | 2897.04 | |
| Verizon Communications (VZ) | 4.6 | $275M | 5.3M | 51.96 | |
| Guidewire Software (GWRE) | 4.4 | $260M | 2.3M | 113.53 | |
| British Amern Tob Sponsored Adr (BTI) | 2.6 | $157M | 4.2M | 37.41 | |
| Shopify Cl A (SHOP) | 2.2 | $130M | 95k | 1377.39 | |
| Canadian Pacific Railway | 2.1 | $123M | 1.7M | 71.94 | |
| Metropcs Communications (TMUS) | 2.0 | $120M | 1.0M | 115.98 | |
| Republic Services (RSG) | 1.3 | $78M | 556k | 139.45 | |
| Workday Cl A (WDAY) | 1.2 | $73M | 268k | 273.18 | |
| Tyler Technologies (TYL) | 1.1 | $66M | 124k | 537.95 | |
| Waste Connections (WCN) | 0.8 | $50M | 369k | 136.27 | |
| Instructure Hldgs (INST) | 0.8 | $47M | 2.0M | 23.98 | |
| Canadian Natl Ry (CNI) | 0.8 | $45M | 368k | 122.86 | |
| Apple (AAPL) | 0.6 | $38M | 216k | 177.57 | |
| Veeva Sys Cl A Com (VEEV) | 0.6 | $37M | 144k | 255.48 | |
| Union Pacific Corporation (UNP) | 0.6 | $34M | 137k | 251.93 | |
| Autodesk (ADSK) | 0.4 | $24M | 85k | 281.19 | |
| Sea Sponsord Ads (SE) | 0.4 | $24M | 107k | 223.71 | |
| Adobe Systems Incorporated (ADBE) | 0.4 | $23M | 40k | 567.07 | |
| S&p Global (SPGI) | 0.4 | $22M | 46k | 471.93 | |
| Danaher Corporation (DHR) | 0.4 | $21M | 64k | 329.01 | |
| Intuit (INTU) | 0.3 | $19M | 29k | 643.21 | |
| 0.3 | $18M | 413k | 43.22 | ||
| Moody's Corporation (MCO) | 0.3 | $16M | 42k | 390.58 | |
| Appfolio Com Cl A (APPF) | 0.3 | $16M | 131k | 121.06 | |
| Procore Technologies (PCOR) | 0.3 | $15M | 189k | 79.97 | |
| Atlassian Corp Cl A | 0.2 | $12M | 31k | 381.29 | |
| Ringcentral Cl A (RNG) | 0.2 | $11M | 58k | 187.36 | |
| Meta Platforms Cl A (META) | 0.2 | $11M | 31k | 336.36 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $9.0M | 14k | 667.26 | |
| Duck Creek Technologies SHS | 0.1 | $7.5M | 251k | 30.11 | |
| Aurora Innovation Class A Com (AUR) | 0.1 | $6.4M | 568k | 11.26 | |
| Hubspot (HUBS) | 0.1 | $4.3M | 6.5k | 659.08 | |
| Axon Enterprise (AXON) | 0.1 | $4.1M | 26k | 157.00 | |
| Sun Communities (SUI) | 0.1 | $3.8M | 18k | 209.94 | |
| Avid Technology | 0.1 | $3.8M | 116k | 32.57 | |
| Carvana Cl A (CVNA) | 0.1 | $3.0M | 13k | 231.77 | |
| Ansys (ANSS) | 0.0 | $2.6M | 6.5k | 401.08 | |
| Sera Prognostics Class A Com (SERA) | 0.0 | $2.6M | 376k | 6.87 | |
| Farfetch Ord Sh Cl A (FTCHQ) | 0.0 | $1.8M | 55k | 33.44 | |
| Smith & Wesson Brands (SWBI) | 0.0 | $1.5M | 86k | 17.80 | |
| Doximity Cl A (DOCS) | 0.0 | $993k | 20k | 50.15 | |
| Perimeter Solutions Sa Common Stock (PRM) | 0.0 | $903k | 65k | 13.89 | |
| CoStar (CSGP) | 0.0 | $854k | 11k | 79.07 | |
| Nautilus Biotechnology (NAUT) | 0.0 | $570k | 110k | 5.18 | |
| Procter & Gamble Company (PG) | 0.0 | $353k | 2.2k | 163.43 | |
| Renalytix Ads (RNLX) | 0.0 | $105k | 6.6k | 15.91 |
