Skye Global Management as of March 31, 2022
Portfolio Holdings for Skye Global Management
Skye Global Management holds 30 positions in its portfolio as reported in the March 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 39.3 | $2.4B | 741k | 3259.95 | |
| Microsoft Corporation (MSFT) | 26.0 | $1.6B | 5.2M | 308.31 | |
| Alphabet Cap Stk Cl A (GOOGL) | 11.8 | $725M | 261k | 2781.35 | |
| Guidewire Software (GWRE) | 5.6 | $342M | 3.6M | 94.62 | |
| British Amern Tob Sponsored Adr (BTI) | 2.9 | $177M | 4.2M | 42.16 | |
| Workday Cl A (WDAY) | 2.5 | $154M | 643k | 239.46 | |
| Adobe Systems Incorporated (ADBE) | 2.1 | $127M | 279k | 455.62 | |
| Shopify Cl A (SHOP) | 1.6 | $100M | 148k | 675.96 | |
| Veeva Sys Cl A Com (VEEV) | 1.2 | $72M | 341k | 212.46 | |
| Visa Com Cl A (V) | 1.1 | $67M | 302k | 221.77 | |
| S&p Global (SPGI) | 1.1 | $66M | 161k | 410.18 | |
| Tyler Technologies (TYL) | 0.8 | $46M | 104k | 444.89 | |
| Moody's Corporation (MCO) | 0.7 | $45M | 132k | 337.41 | |
| Instructure Hldgs (INST) | 0.7 | $43M | 2.1M | 20.06 | |
| Sea Sponsord Ads (SE) | 0.6 | $37M | 312k | 119.79 | |
| Danaher Corporation (DHR) | 0.5 | $32M | 111k | 293.33 | |
| Intuit (INTU) | 0.5 | $28M | 59k | 480.83 | |
| salesforce (CRM) | 0.4 | $23M | 106k | 212.32 | |
| Appfolio Com Cl A (APPF) | 0.3 | $21M | 188k | 113.21 | |
| Duck Creek Technologies SHS | 0.1 | $5.9M | 265k | 22.12 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $4.1M | 7.0k | 590.71 | |
| Atlassian Corp Cl A | 0.1 | $3.9M | 13k | 293.81 | |
| Aurora Innovation Class A Com (AUR) | 0.1 | $3.9M | 691k | 5.59 | |
| Coupa Software | 0.0 | $3.0M | 30k | 101.63 | |
| Procore Technologies (PCOR) | 0.0 | $2.0M | 35k | 57.95 | |
| Sera Prognostics Class A Com (SERA) | 0.0 | $1.5M | 405k | 3.79 | |
| Carvana Cl A (CVNA) | 0.0 | $1.3M | 11k | 119.29 | |
| Nautilus Biotechnology (NAUT) | 0.0 | $853k | 197k | 4.34 | |
| Farfetch Ord Sh Cl A (FTCHF) | 0.0 | $832k | 55k | 15.13 | |
| Renalytix Ads (RNLX) | 0.0 | $119k | 17k | 6.92 |
