Skye Global Management as of June 30, 2022
Portfolio Holdings for Skye Global Management
Skye Global Management holds 28 positions in its portfolio as reported in the June 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 35.4 | $1.6B | 15M | 106.21 | |
| Microsoft Corporation (MSFT) | 29.3 | $1.4B | 5.3M | 256.83 | |
| Alphabet Cap Stk Cl A (GOOGL) | 12.3 | $567M | 260k | 2179.26 | |
| Guidewire Software (GWRE) | 5.7 | $265M | 3.7M | 70.99 | |
| Visa Com Cl A (V) | 3.2 | $146M | 742k | 196.89 | |
| Adobe Systems Incorporated (ADBE) | 2.4 | $113M | 309k | 366.06 | |
| Workday Cl A (WDAY) | 2.0 | $92M | 659k | 139.58 | |
| S&p Global (SPGI) | 1.6 | $72M | 214k | 337.06 | |
| Veeva Sys Cl A Com (VEEV) | 1.5 | $67M | 339k | 198.04 | |
| Instructure Hldgs (INST) | 1.1 | $49M | 2.2M | 22.70 | |
| Tyler Technologies (TYL) | 0.9 | $40M | 122k | 332.48 | |
| Moody's Corporation (MCO) | 0.8 | $36M | 132k | 271.97 | |
| Apple (AAPL) | 0.8 | $35M | 257k | 136.72 | |
| salesforce (CRM) | 0.5 | $25M | 151k | 165.04 | |
| Intuit (INTU) | 0.5 | $24M | 61k | 385.44 | |
| Danaher Corporation (DHR) | 0.4 | $20M | 79k | 253.52 | |
| Shopify Cl A (SHOP) | 0.4 | $18M | 587k | 31.24 | |
| Hca Holdings (HCA) | 0.4 | $18M | 107k | 168.06 | |
| Appfolio Com Cl A (APPF) | 0.3 | $15M | 164k | 90.64 | |
| Spdr Ser Tr Call Call Option (XBI) | 0.2 | $7.9M | 107k | 74.27 | |
| Sea Sponsord Ads (SE) | 0.1 | $6.7M | 100k | 66.86 | |
| Procore Technologies (PCOR) | 0.1 | $4.9M | 107k | 45.39 | |
| Meta Platforms Cl A (META) | 0.1 | $4.8M | 30k | 161.24 | |
| Netflix (NFLX) | 0.1 | $3.0M | 17k | 174.85 | |
| Aurora Innovation Class A Com (AUR) | 0.0 | $1.3M | 687k | 1.91 | |
| Sera Prognostics Class A Com (SERA) | 0.0 | $666k | 406k | 1.64 | |
| Farfetch Ord Sh Cl A (FTCHQ) | 0.0 | $541k | 76k | 7.17 | |
| Nautilus Biotechnology (NAUT) | 0.0 | $526k | 196k | 2.69 |
