Skye Global Management as of March 31, 2023
Portfolio Holdings for Skye Global Management
Skye Global Management holds 29 positions in its portfolio as reported in the March 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 43.3 | $1.3B | 13M | 103.29 | |
| Microsoft Corporation (MSFT) | 32.7 | $1.0B | 3.5M | 288.30 | |
| Apple (AAPL) | 3.5 | $107M | 648k | 164.90 | |
| S&p Global (SPGI) | 3.3 | $102M | 296k | 344.77 | |
| Canadian Pacific Railway | 2.9 | $89M | 1.2M | 76.94 | |
| TransDigm Group Incorporated (TDG) | 2.3 | $72M | 98k | 737.05 | |
| Moody's Corporation (MCO) | 2.3 | $70M | 230k | 306.02 | |
| Wal-Mart Stores (WMT) | 1.9 | $60M | 406k | 147.45 | |
| Visa Com Cl A (V) | 1.3 | $41M | 180k | 225.46 | |
| Procter & Gamble Company (PG) | 1.0 | $30M | 200k | 148.69 | |
| Danaher Corporation (DHR) | 0.8 | $24M | 97k | 252.04 | |
| Canadian Natl Ry (CNI) | 0.7 | $23M | 194k | 117.97 | |
| Shell Spon Ads (SHEL) | 0.6 | $17M | 299k | 57.54 | |
| Union Pacific Corporation (UNP) | 0.5 | $17M | 83k | 201.26 | |
| Analog Devices (ADI) | 0.5 | $16M | 82k | 197.22 | |
| Hilton Worldwide Holdings (HLT) | 0.4 | $14M | 97k | 140.87 | |
| Thermo Fisher Scientific (TMO) | 0.4 | $13M | 22k | 576.37 | |
| Vulcan Materials Company (VMC) | 0.4 | $12M | 72k | 171.56 | |
| Alphabet Cap Stk Cl A (GOOGL) | 0.3 | $10M | 96k | 103.73 | |
| Chipotle Mexican Grill (CMG) | 0.1 | $3.6M | 2.1k | 1708.29 | |
| Costco Wholesale Corporation (COST) | 0.1 | $3.1M | 6.2k | 496.87 | |
| Aurora Innovation Class A Com (AUR) | 0.1 | $2.5M | 1.8M | 1.39 | |
| Waste Connections (WCN) | 0.1 | $2.0M | 15k | 139.07 | |
| MercadoLibre (MELI) | 0.1 | $1.9M | 1.5k | 1318.06 | |
| Martin Marietta Materials (MLM) | 0.1 | $1.7M | 4.8k | 355.06 | |
| Tyler Technologies (TYL) | 0.1 | $1.7M | 4.8k | 354.64 | |
| Service Corporation International (SCI) | 0.1 | $1.7M | 24k | 68.78 | |
| Republic Services (RSG) | 0.0 | $1.4M | 10k | 135.22 | |
| Veeva Sys Cl A Com (VEEV) | 0.0 | $882k | 4.8k | 183.79 |
