Skye Global Management as of Sept. 30, 2021
Portfolio Holdings for Skye Global Management
Skye Global Management holds 60 positions in its portfolio as reported in the September 2021 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 27.2 | $1.6B | 493k | 3285.04 | |
| Microsoft Corporation (MSFT) | 26.6 | $1.6B | 5.6M | 281.92 | |
| Alphabet Cap Stk Cl A (GOOGL) | 14.0 | $834M | 312k | 2673.52 | |
| Verizon Communications (VZ) | 4.7 | $282M | 5.2M | 54.01 | |
| Guidewire Software (GWRE) | 4.1 | $247M | 2.1M | 118.87 | |
| Alphabet Cap Stk Cl C (GOOG) | 3.9 | $231M | 87k | 2665.31 | |
| Workday Cl A (WDAY) | 3.5 | $208M | 834k | 249.89 | |
| British Amern Tob Sponsored Adr (BTI) | 1.2 | $71M | 2.0M | 35.28 | |
| Republic Services (RSG) | 1.0 | $61M | 510k | 120.06 | |
| Tyler Technologies (TYL) | 1.0 | $61M | 133k | 458.65 | |
| Instructure Hldgs (INST) | 1.0 | $58M | 2.6M | 22.59 | |
| Altria (MO) | 1.0 | $57M | 1.3M | 45.52 | |
| Veeva Sys Cl A Com (VEEV) | 0.8 | $50M | 174k | 288.17 | |
| Danaher Corporation (DHR) | 0.8 | $48M | 159k | 304.44 | |
| Waste Connections (WCN) | 0.8 | $47M | 372k | 125.93 | |
| Shopify Cl A (SHOP) | 0.8 | $45M | 34k | 1355.79 | |
| Lockheed Martin Corporation (LMT) | 0.8 | $45M | 130k | 345.10 | |
| Canadian Pacific Railway | 0.6 | $37M | 569k | 65.07 | |
| Sea Sponsord Ads (SE) | 0.5 | $30M | 94k | 318.73 | |
| Zoom Video Communications In Cl A (ZM) | 0.5 | $29M | 113k | 261.50 | |
| Five9 (FIVN) | 0.4 | $24M | 152k | 159.74 | |
| Apple (AAPL) | 0.4 | $23M | 162k | 141.50 | |
| Facebook Cl A (META) | 0.4 | $22M | 65k | 339.40 | |
| Adobe Systems Incorporated (ADBE) | 0.4 | $22M | 38k | 575.71 | |
| Autodesk (ADSK) | 0.3 | $19M | 67k | 285.17 | |
| UnitedHealth (UNH) | 0.3 | $18M | 46k | 390.74 | |
| Atlassian Corp Cl A | 0.3 | $16M | 40k | 391.43 | |
| salesforce (CRM) | 0.2 | $15M | 54k | 271.21 | |
| Procore Technologies (PCOR) | 0.2 | $14M | 152k | 89.34 | |
| United Parcel Service CL B (UPS) | 0.2 | $13M | 70k | 182.10 | |
| Thermo Fisher Scientific (TMO) | 0.2 | $12M | 20k | 571.33 | |
| Avid Technology | 0.2 | $9.3M | 321k | 28.92 | |
| Reinvent Technology Partners Class A Ord Shs | 0.2 | $9.1M | 920k | 9.93 | |
| Ansys (ANSS) | 0.1 | $7.4M | 22k | 340.46 | |
| Duck Creek Technologies SHS | 0.1 | $7.2M | 163k | 44.24 | |
| Metropcs Communications (TMUS) | 0.1 | $7.0M | 55k | 127.76 | |
| Activision Blizzard | 0.1 | $6.7M | 87k | 77.39 | |
| Okta Cl A (OKTA) | 0.1 | $6.3M | 26k | 237.35 | |
| Moody's Corporation (MCO) | 0.1 | $6.2M | 17k | 355.11 | |
| Zillow Group Cl C Cap Stk (Z) | 0.1 | $5.3M | 60k | 88.13 | |
| Take-Two Interactive Software (TTWO) | 0.1 | $5.1M | 33k | 154.06 | |
| S&p Global (SPGI) | 0.1 | $4.6M | 11k | 424.86 | |
| Netflix (NFLX) | 0.1 | $4.0M | 6.5k | 610.31 | |
| Sera Prognostics Class A Com (SERA) | 0.1 | $4.0M | 356k | 11.11 | |
| Coupa Software | 0.1 | $3.6M | 16k | 219.20 | |
| Servicenow (NOW) | 0.1 | $3.4M | 5.5k | 622.20 | |
| NCR Corporation (VYX) | 0.1 | $3.4M | 87k | 38.76 | |
| Carvana Cl A (CVNA) | 0.1 | $3.3M | 11k | 301.56 | |
| TransDigm Group Incorporated (TDG) | 0.0 | $2.7M | 4.3k | 624.65 | |
| Reynolds Consumer Prods (REYN) | 0.0 | $2.5M | 91k | 27.34 | |
| Smith & Wesson Brands (SWBI) | 0.0 | $2.0M | 98k | 20.76 | |
| Appfolio Com Cl A (APPF) | 0.0 | $1.6M | 13k | 120.38 | |
| Axon Enterprise (AXON) | 0.0 | $1.5M | 8.6k | 175.00 | |
| CoStar (CSGP) | 0.0 | $1.5M | 17k | 86.07 | |
| Sba Communications Corp Cl A (SBAC) | 0.0 | $1.4M | 4.3k | 330.47 | |
| Coupang Cl A (CPNG) | 0.0 | $1.2M | 44k | 27.84 | |
| Wabtec Corporation (WAB) | 0.0 | $1.1M | 13k | 86.18 | |
| Khosla Ventures Acqustn Co I Com Cl A | 0.0 | $555k | 55k | 10.18 | |
| Dun & Bradstreet Hldgs (DNB) | 0.0 | $370k | 22k | 16.82 | |
| Nautilus Biotechnology (NAUT) | 0.0 | $279k | 46k | 6.13 |
