SkyTop Capital Management LLC 13F Holdings · last filed Q1 2020
SkyTop Capital Management LLC reported 17 securities worth $96.84M in its SEC 13F filing for Q1 2020 (period ended 2020-03-31). Top holdings: BABA (13.05%), MSFT (10.59%), EQIX (10.40%). Among its top 25 positions this quarter: 3 new, 10 added, 3 trimmed, 6 exited.
| Rank | Ticker | Company | Value | % Portfolio | Shares | Action |
|---|---|---|---|---|---|---|
| 1 | BABA | ALIBABA GROUP HLDG LTD | $12.6M | 13.05% | 65,000 | Added |
| 2 | MSFT | MICROSOFT CORP | $10.3M | 10.59% | 65,000 | Added |
| 3 | EQIX | EQUINIX INC | $10.1M | 10.40% | 16,124 | Added |
| 4 | CHTR | CHARTER COMMUNICATIONS INC N | $8.7M | 9.01% | 20,000 | New |
| 5 | CSTM | CONSTELLIUM SE | $8.2M | 8.43% | 1.6M | Added |
| 6 | COLD | AMERICOLD RLTY TR | $6.3M | 6.46% | 183,723 | Trimmed |
| 7 | IAA | IAA INC | $6.2M | 6.37% | 205,838 | Added |
| 8 | AMZN | AMAZON COM INC | $5.9M | 6.14% | 3,050 | New |
| 9 | CPRT | COPART INC | $5.5M | 5.66% | 80,000 | Added |
| 10 | PYPL | PAYPAL HLDGS INC | $4.8M | 4.94% | 50,000 | Added |
| 11 | OPLN | KAR AUCTION SVCS INC | $4.7M | 4.89% | 394,888 | Trimmed |
| 12 | NXST | NEXSTAR MEDIA GROUP INC | $4.4M | 4.52% | 75,782 | Added |
| 13 | CONE | CYRUSONE INC | $2.8M | 2.94% | 46,100 | New |
| 14 | BAC | BK OF AMERICA CORP | $2.1M | 2.19% | 100,000 | Trimmed |
| 15 | TEL | TE CONNECTIVITY LTD | $1.9M | 1.95% | 30,000 | Added |
| 16 | GM | GENERAL MTRS CO | $1.7M | 1.78% | 83,000 | Hold |
| 17 | LOV | SPARK NETWORKS SE | $657,000 | 0.68% | 254,822 | Added |
| 18 | CVNA | CARVANA CO | $0 | 0.00% | 0 | Exited |
| 19 | DVN | DEVON ENERGY CORP NEW | $0 | 0.00% | 0 | Exited |
| 20 | GTX | GARRETT MOTION INC | $0 | 0.00% | 0 | Exited |
| 21 | INXN | INTERXION HOLDING N.V | $0 | 0.00% | 0 | Exited |
| 22 | LBTYK | LIBERTY GLOBAL PLC | $0 | 0.00% | 0 | Exited |
| 23 | OPTU | ALTICE USA INC | $0 | 0.00% | 0 | Exited |
Source: SEC Form 13F filings · as of 2020-03-31
Every position in this 13F-HR, with its change from the prior quarter.
13F holdings, latest quarter
SourceSEC EDGAR13F-HR