SkyTop Capital Management as of March 31, 2020
Portfolio Holdings for SkyTop Capital Management
SkyTop Capital Management holds 17 positions in its portfolio as reported in the March 2020 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Alibaba Group Holding (BABA) | 13.1 | $13M | 65k | 194.48 | |
| Microsoft Corporation (MSFT) | 10.6 | $10M | 65k | 157.71 | |
| Equinix (EQIX) | 10.4 | $10M | 16k | 624.60 | |
| Charter Communications Inc New Cl A cl a (CHTR) | 9.0 | $8.7M | 20k | 436.30 | |
| Constellium Se cl a (CSTM) | 8.4 | $8.2M | 1.6M | 5.21 | |
| Americold Rlty Tr (COLD) | 6.5 | $6.3M | 184k | 34.04 | |
| Iaa | 6.4 | $6.2M | 206k | 29.96 | |
| Amazon (AMZN) | 6.1 | $5.9M | 3.1k | 1949.84 | |
| Copart (CPRT) | 5.7 | $5.5M | 80k | 68.53 | |
| Paypal Holdings (PYPL) | 4.9 | $4.8M | 50k | 95.74 | |
| KAR Auction Services (KAR) | 4.9 | $4.7M | 395k | 12.00 | |
| Nexstar Broadcasting (NXST) | 4.5 | $4.4M | 76k | 57.73 | |
| Cyrusone | 2.9 | $2.8M | 46k | 61.76 | |
| Bank of America Corporation (BAC) | 2.2 | $2.1M | 100k | 21.23 | |
| Te Connectivity Ltd for (TEL) | 2.0 | $1.9M | 30k | 62.97 | |
| General Motors Company (GM) | 1.8 | $1.7M | 83k | 20.78 | |
| Spark Networks Se (LOVLQ) | 0.7 | $657k | 255k | 2.58 |
