Skye Global Management as of June 30, 2021
Portfolio Holdings for Skye Global Management
Skye Global Management holds 61 positions in its portfolio as reported in the June 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Microsoft Corporation (MSFT) | 30.6 | $1.7B | 6.3M | 270.90 | |
| Amazon (AMZN) | 25.4 | $1.4B | 410k | 3440.16 | |
| Alphabet Cap Stk Cl A (GOOGL) | 12.3 | $679M | 278k | 2441.79 | |
| Workday Cl A (WDAY) | 5.7 | $318M | 1.3M | 238.74 | |
| Alphabet Cap Stk Cl C (GOOG) | 4.0 | $224M | 90k | 2506.32 | |
| Guidewire Software (GWRE) | 3.3 | $182M | 1.6M | 112.72 | |
| Verizon Communications (VZ) | 2.4 | $133M | 2.4M | 56.03 | |
| Tyler Technologies (TYL) | 1.8 | $98M | 218k | 452.37 | |
| Danaher Corporation (DHR) | 1.5 | $81M | 303k | 268.36 | |
| salesforce (CRM) | 1.1 | $60M | 247k | 244.27 | |
| Republic Services (RSG) | 1.0 | $55M | 501k | 110.01 | |
| Union Pacific Corporation (UNP) | 1.0 | $53M | 242k | 219.93 | |
| Veeva Sys Cl A Com (VEEV) | 0.9 | $52M | 168k | 310.95 | |
| Jd.com Spon Adr Cl A (JD) | 0.9 | $52M | 650k | 79.81 | |
| Waste Connections (WCN) | 0.8 | $46M | 385k | 119.43 | |
| Netflix (NFLX) | 0.8 | $43M | 81k | 528.22 | |
| Facebook Cl A (META) | 0.7 | $38M | 108k | 347.71 | |
| Shopify Cl A (SHOP) | 0.6 | $33M | 23k | 1460.97 | |
| Zoom Video Communications In Cl A (ZM) | 0.6 | $31M | 80k | 387.02 | |
| Canadian Pacific Railway | 0.5 | $29M | 377k | 76.91 | |
| Sea Sponsord Ads (SE) | 0.5 | $26M | 96k | 274.60 | |
| Coupa Software | 0.4 | $25M | 95k | 262.11 | |
| Canadian Natl Ry (CNI) | 0.4 | $21M | 200k | 105.52 | |
| Autodesk (ADSK) | 0.3 | $19M | 64k | 291.91 | |
| Adobe Systems Incorporated (ADBE) | 0.3 | $16M | 27k | 585.62 | |
| Lockheed Martin Corporation (LMT) | 0.3 | $14M | 38k | 378.34 | |
| Zillow Group Cl C Cap Stk (Z) | 0.2 | $8.6M | 71k | 122.23 | |
| Axon Enterprise (AXON) | 0.1 | $8.2M | 46k | 176.81 | |
| Duck Creek Technologies SHS | 0.1 | $8.0M | 185k | 43.51 | |
| Procore Technologies (PCOR) | 0.1 | $8.0M | 85k | 94.95 | |
| Apple (AAPL) | 0.1 | $7.6M | 56k | 136.96 | |
| Atlassian Corp Cl A | 0.1 | $6.9M | 27k | 256.88 | |
| Thermo Fisher Scientific (TMO) | 0.1 | $6.6M | 13k | 504.46 | |
| Illumina (ILMN) | 0.1 | $5.1M | 11k | 473.24 | |
| Ansys (ANSS) | 0.1 | $4.5M | 13k | 347.08 | |
| 0.1 | $4.5M | 65k | 68.82 | ||
| Docusign (DOCU) | 0.1 | $4.3M | 15k | 279.55 | |
| Sba Communications Corp Cl A (SBAC) | 0.1 | $4.1M | 13k | 318.69 | |
| Acacia Resh Corp Acacia Tch Com (ACTG) | 0.1 | $3.7M | 546k | 6.76 | |
| CoStar (CSGP) | 0.1 | $3.6M | 43k | 82.81 | |
| Biohaven Pharmaceutical Holding | 0.1 | $3.0M | 31k | 97.09 | |
| Reynolds Consumer Prods (REYN) | 0.0 | $2.8M | 91k | 30.35 | |
| PerkinElmer (RVTY) | 0.0 | $1.7M | 11k | 154.44 | |
| Wabtec Corporation (WAB) | 0.0 | $1.6M | 19k | 82.28 | |
| TransDigm Group Incorporated (TDG) | 0.0 | $1.4M | 2.2k | 647.44 | |
| Renalytix Ads (RNLX) | 0.0 | $1.2M | 39k | 30.87 | |
| Servicenow (NOW) | 0.0 | $1.2M | 2.1k | 549.52 | |
| Dragoneer Growth Opportun Com Cl A | 0.0 | $1.1M | 108k | 9.96 | |
| Reata Pharmaceuticals Cl A | 0.0 | $920k | 6.5k | 141.54 | |
| Doximity Cl A (DOCS) | 0.0 | $873k | 15k | 58.20 | |
| Reinvent Technology Partners Class A Ord Shs | 0.0 | $860k | 87k | 9.89 | |
| Deere & Company (DE) | 0.0 | $776k | 2.2k | 352.73 | |
| Fate Therapeutics (FATE) | 0.0 | $764k | 8.8k | 86.82 | |
| Mirati Therapeutics | 0.0 | $711k | 4.4k | 161.59 | |
| Arya Sciences Acqu Corp Iv Cl A (ARYD) | 0.0 | $686k | 64k | 10.72 | |
| Bridgebio Pharma (BBIO) | 0.0 | $671k | 11k | 61.00 | |
| Dun & Bradstreet Hldgs (DNB) | 0.0 | $470k | 22k | 21.36 | |
| 1stdibs (DIBS) | 0.0 | $383k | 11k | 34.82 | |
| Sun Communities (SUI) | 0.0 | $360k | 2.1k | 171.43 | |
| Nautilus Biotechnology (NAUT) | 0.0 | $354k | 35k | 10.11 | |
| Church & Dwight (CHD) | 0.0 | $341k | 4.0k | 85.25 |
