Skye Global Management as of June 30, 2023
Portfolio Holdings for Skye Global Management
Skye Global Management holds 25 positions in its portfolio as reported in the June 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 50.9 | $1.8B | 14M | 130.36 | |
| Microsoft Corporation (MSFT) | 19.2 | $693M | 2.0M | 340.54 | |
| S&p Global (SPGI) | 4.3 | $157M | 392k | 400.89 | |
| Canadian Pacific Kansas City (CP) | 4.1 | $147M | 1.8M | 80.77 | |
| Apple (AAPL) | 3.6 | $130M | 668k | 193.97 | |
| TransDigm Group Incorporated (TDG) | 3.4 | $124M | 139k | 894.17 | |
| Wal-Mart Stores (WMT) | 2.7 | $98M | 620k | 157.18 | |
| Moody's Corporation (MCO) | 2.7 | $97M | 278k | 347.72 | |
| Kenvue (KVUE) | 2.1 | $76M | 2.9M | 26.42 | |
| Danaher Corporation (DHR) | 1.5 | $54M | 224k | 240.00 | |
| Thermo Fisher Scientific (TMO) | 1.2 | $44M | 84k | 521.75 | |
| Procter & Gamble Company (PG) | 0.8 | $30M | 196k | 151.74 | |
| Union Pacific Corporation (UNP) | 0.7 | $25M | 120k | 204.62 | |
| Shell Spon Ads (SHEL) | 0.5 | $20M | 324k | 60.38 | |
| Canadian Natl Ry (CNI) | 0.5 | $19M | 160k | 121.07 | |
| Visa Com Cl A (V) | 0.5 | $16M | 69k | 237.48 | |
| Hilton Worldwide Holdings (HLT) | 0.4 | $15M | 103k | 145.55 | |
| Vulcan Materials Company (VMC) | 0.3 | $11M | 49k | 225.44 | |
| Waste Connections (WCN) | 0.1 | $5.3M | 37k | 142.93 | |
| Teck Resources CL B (TECK) | 0.1 | $4.5M | 108k | 42.10 | |
| Costco Wholesale Corporation (COST) | 0.1 | $4.5M | 8.4k | 538.38 | |
| Aurora Innovation Class A Com (AUR) | 0.0 | $1.8M | 609k | 2.94 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.0 | $1.6M | 15k | 100.92 | |
| Martin Marietta Materials (MLM) | 0.0 | $1.6M | 3.4k | 461.69 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $1.3M | 624.00 | 2139.00 |
