Skye Global Management as of Sept. 30, 2022
Portfolio Holdings for Skye Global Management
Skye Global Management holds 21 positions in its portfolio as reported in the September 2022 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 40.8 | $1.8B | 16M | 113.00 | |
| Microsoft Corporation (MSFT) | 28.8 | $1.2B | 5.3M | 232.90 | |
| Alphabet Cap Stk Cl A (GOOGL) | 6.2 | $265M | 2.8M | 95.65 | |
| Visa Com Cl A (V) | 5.4 | $230M | 1.3M | 177.65 | |
| Guidewire Software (GWRE) | 5.3 | $227M | 3.7M | 61.58 | |
| Workday Cl A (WDAY) | 4.0 | $171M | 1.1M | 152.22 | |
| S&p Global (SPGI) | 2.2 | $94M | 307k | 305.35 | |
| Moody's Corporation (MCO) | 1.5 | $65M | 268k | 243.11 | |
| Adobe Systems Incorporated (ADBE) | 1.3 | $56M | 204k | 275.20 | |
| Sap Se Spon Adr (SAP) | 1.1 | $47M | 582k | 81.25 | |
| Tyler Technologies (TYL) | 0.9 | $39M | 113k | 347.50 | |
| Apple (AAPL) | 0.9 | $38M | 275k | 138.20 | |
| Veeva Sys Cl A Com (VEEV) | 0.6 | $25M | 154k | 164.88 | |
| Danaher Corporation (DHR) | 0.3 | $15M | 56k | 258.29 | |
| Republic Services (RSG) | 0.3 | $13M | 92k | 136.04 | |
| Instructure Hldgs (INST) | 0.3 | $12M | 521k | 22.28 | |
| Aurora Innovation Class A Com (AUR) | 0.1 | $5.0M | 2.3M | 2.21 | |
| Waste Connections (WCN) | 0.1 | $2.9M | 22k | 135.12 | |
| Sera Prognostics Class A Com (SERA) | 0.0 | $842k | 526k | 1.60 | |
| Nautilus Biotechnology (NAUT) | 0.0 | $483k | 228k | 2.12 | |
| Shopify Cl A (SHOP) | 0.0 | $232k | 8.6k | 26.98 |
