SkyTop Capital Management as of Sept. 30, 2017
Portfolio Holdings for SkyTop Capital Management
SkyTop Capital Management holds 18 positions in its portfolio as reported in the September 2017 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Nxp Semiconductors N V (NXPI) | 13.1 | $15M | 135k | 113.09 | |
| Altaba | 11.3 | $13M | 200k | 66.24 | |
| Interxion Holding | 8.9 | $10M | 204k | 50.93 | |
| Xpo Logistics Inc equity (XPO) | 7.2 | $8.5M | 125k | 67.78 | |
| Blackberry (BB) | 7.2 | $8.4M | 751k | 11.18 | |
| Constellium Holdco B V cl a | 5.7 | $6.7M | 654k | 10.25 | |
| Activision Blizzard | 5.5 | $6.5M | 100k | 64.51 | |
| Take-Two Interactive Software (TTWO) | 5.2 | $6.1M | 60k | 102.23 | |
| Bank Of America Corporation warrant | 5.1 | $6.0M | 452k | 13.24 | |
| First Tr Nasdaq Aba Cmnty Bk ut com shs etf (QABA) | 5.0 | $5.9M | 112k | 52.72 | |
| Equinix (EQIX) | 4.6 | $5.4M | 12k | 446.33 | |
| Paypal Holdings (PYPL) | 4.1 | $4.8M | 75k | 64.03 | |
| Electronic Arts (EA) | 4.0 | $4.7M | 40k | 118.05 | |
| Amazon (AMZN) | 3.3 | $3.8M | 4.0k | 961.31 | |
| Delphi Automotive | 3.1 | $3.6M | 37k | 98.40 | |
| Shopify Inc cl a (SHOP) | 3.0 | $3.5M | 30k | 116.50 | |
| Cyrusone | 2.0 | $2.4M | 40k | 58.92 | |
| Sociedad Quimica y Minera (SQM) | 1.7 | $1.9M | 35k | 55.66 |
