Skye Global Management LP holdings history

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242 is the total number of securities Skye Global Management LP has owned. The longest Skye Global Management LP has owned a single stock is 24 quarters.

Skye Global Management LP historical holdings. Includes current and past holdings.
Period Weighting Quarter
TickerNameLongestShortestMin.Avg.Max.FirstLatest↓ Count
MSFT MICROSOFT CORP24246.07%26.53%46.41%Q4 2017Q3 202324
AMZN AMAZON.COM INC CMN24246.11%23.51%48.71%Q4 2017Q3 202324
ADBE ADOBE SYSTEMS INCORPOR...21210.15%1.43%5.68%Q4 2017Q4 202221
WDAY WORKDAY, INC. CMN CLASS A1820.09%2.65%6.85%Q4 2017Q4 202220
VEEV VEEVA SYS INC20200.03%1.28%2.56%Q2 2018Q1 202320
GWRE GUIDEWIRE SOFTWARE INC...1720.08%2.83%5.72%Q4 2017Q4 202219
TEAM ATLASSIAN CORP PLC18180.06%1.42%6.04%Q4 2017Q1 202218
DHR DANAHER CORPORATION1620.05%0.92%1.64%Q1 2019Q3 202318
TDG TRANSDIGM GROUP INC1310.02%0.64%3.43%Q1 2018Q3 202317
GOOG ALPHABET INC. CMN CLA...16163.87%13.92%27.49%Q4 2017Q3 202116
FB META PLATFORMS INC1310.10%5.63%18.87%Q1 2018Q2 202216
ADSK AUTODESK INC970.09%1.14%8.85%Q4 2017Q4 202116
SHOP SHOPIFY INC CMN CLASS A910.01%0.43%2.18%Q4 2017Q3 202316
AAPL APPLE INC620.14%2.05%6.61%Q2 2018Q3 202314
WCN WASTE CONNECTIONS INC910.07%0.59%1.14%Q2 2019Q3 202314
GOOGL ALPHABET INC13130.32%9.01%15.74%Q1 2020Q1 202313
NFLX NETFLIX INC1110.06%2.54%8.63%Q1 2018Q2 202213
TYL TYLER TECHNOLOGIES INC13130.06%1.31%3.15%Q1 2020Q1 202313
COUP COUPA SOFTWARE INC610.02%0.77%3.26%Q1 2018Q1 202213
CRM SALESFORCE INC620.08%0.67%1.90%Q4 2017Q2 202213
TWTR TWITTER INC810.06%0.47%1.48%Q4 2017Q4 202113
MCO MOODYS CORP910.10%1.17%2.68%Q4 2019Q3 202312
NOW SERVICENOW INC CMN840.02%0.81%3.30%Q4 2017Q3 202112
SE SEA LTD1020.07%0.36%0.61%Q1 2019Q2 202212
CSGP COSTAR GROUP INC510.01%0.16%0.68%Q2 2018Q4 202112
APPF APPFOLIO INC610.01%0.10%0.35%Q2 2018Q2 202212
SPGI S&P GLOBAL INC910.08%1.88%4.35%Q3 2018Q3 202311
RSG REPUBLIC SVCS INC910.05%0.86%1.30%Q4 2019Q1 202311
TMO THERMO FISHER SCIENTIF...710.03%0.36%1.56%Q1 2019Q3 202311
VZ VERIZON COMMUNICATIONS...990.73%5.00%17.36%Q4 2019Q4 20219
AMZN AMAZON COM INC720.15%2.11%4.67%Q2 2019Q2 20239
V VISA INC. CMN CLASS A310.20%1.39%5.36%Q4 2017Q3 20239
NFLX NETFLIX INC990.13%1.29%3.75%Q2 2019Q2 20219
JD JD.COM, INC. SPONSORED...540.18%0.60%1.62%Q4 2017Q2 20219
AXON AXON ENTERPRISE INC990.02%0.42%1.09%Q4 2019Q4 20219
TTWO TAKE-TWO INTERACTIVE S...310.07%1.99%13.11%Q4 2017Q3 20218
FB FACEBOOK INC710.07%1.06%6.91%Q1 2018Q2 20218
AMT AMERICAN TOWER CORPORA...410.05%0.60%1.39%Q4 2017Q1 20218
MELI MERCADOLIBRE INC510.04%0.42%0.97%Q1 2019Q1 20238
ANSS ANSYS INC620.04%0.19%0.52%Q1 2018Q4 20218
BATRK LIBERTY MEDIA CORP DEL...410.01%0.11%0.62%Q4 2017Q2 20208
FSV FIRSTSERVICE CORP NEW880.01%0.04%0.05%Q2 2019Q1 20218
SBAC SBA COMMUNICATIONS COR...610.02%1.24%2.52%Q4 2017Q3 20217
INTU INTUIT310.05%0.57%1.45%Q3 2018Q2 20227
PG PROCTER AND GAMBLE CO410.01%0.45%1.18%Q4 2020Q3 20237
ICE INTERCONTINENTAL EXCHA...510.06%0.37%1.06%Q4 2017Q3 20207
TEAM ATLASSIAN CORP PLC770.07%0.25%0.46%Q2 2019Q4 20207
NYT NEW YORK TIMES CO.A CM...310.02%0.22%0.59%Q4 2017Q3 20207
CME CME GROUP INC510.03%0.21%0.51%Q3 2018Q4 20227
SPOT SPOTIFY TECHNOLOGY S A410.02%0.18%0.84%Q3 2018Q4 20207
REYN REYNOLDS CONSUMER PROD...770.04%0.13%0.18%Q1 2020Q3 20217
CVNA CARVANA CO430.02%0.11%0.31%Q1 2020Q1 20227
DCT DUCK CREEK TECHNOLOGIE...770.02%0.10%0.14%Q3 2020Q1 20227
AURORA INNOVATION INC770.03%0.08%0.12%Q4 2021Q2 20237
NAUT NAUTILUS BIOTECHNOLOGY...770.00%0.01%0.01%Q2 2021Q4 20227
TMUS T-MOBILE US INC310.12%1.73%4.87%Q1 2020Q4 20216
UNP UNION PAC CORP310.54%1.49%4.67%Q1 2021Q3 20236
INST INSTRUCTURE INC660.09%1.42%5.14%Q3 2018Q4 20196
Z ZILLOW GROUP INC310.01%0.33%1.64%Q1 2019Q3 20216
OKTA OKTA INC210.09%0.15%0.32%Q1 2018Q3 20216
SERA PROGNOSTICS INC660.01%0.03%0.07%Q3 2021Q4 20226
CP CANADIAN PAC RY LTD410.42%1.30%2.88%Q1 2021Q1 20235
SAIL SAILPOINT TECHNLGIES H...550.05%0.98%3.21%Q1 2018Q1 20195
INSTRUCTURE HLDGS INC550.27%0.76%1.06%Q3 2021Q3 20225
GDDY GODADDY INC550.09%0.65%1.34%Q4 2017Q4 20185
CNI CANADIAN NATL RY CO210.38%0.56%0.76%Q1 2021Q2 20235
MSGS MADISON SQUARE GRDN SP...210.02%0.28%0.62%Q4 2017Q3 20205
ROP ROPER TECHNOLOGIES INC410.07%0.22%0.59%Q1 2019Q3 20205
ZEN ZENDESK INC310.03%0.18%0.39%Q1 2018Q2 20205
PCOR PROCORE TECHNOLOGIES INC550.03%0.15%0.25%Q2 2021Q2 20225
BKI BLACK KNIGHT INC550.01%0.08%0.20%Q4 2019Q4 20205
CHDN CHURCHILL DOWNS INC CMN320.02%0.05%0.11%Q4 2017Q1 20195
GOOG ALPHABET INC311.30%2.79%4.03%Q2 2019Q3 20204
UBER UBER TECHNOLOGIES INC440.19%1.29%2.22%Q4 2019Q3 20204
ZM ZOOM VIDEO COMMUNICATI...440.05%0.80%2.10%Q4 2020Q3 20214
BABA ALIBABA GROUP HLDG LTD210.11%0.67%0.99%Q2 2018Q1 20204
FSV FIRSTSERVICE CORPORATI...310.03%0.38%0.98%Q4 2017Q1 20194
COST COSTCO WHSL CORP NEW310.08%0.12%0.17%Q1 2021Q3 20234
SUI SUN CMNTYS INC110.01%0.08%0.23%Q2 2019Q4 20214
DOCU DOCUSIGN INC310.03%0.04%0.08%Q2 2020Q2 20214
PLAN ANAPLAN INC220.03%0.03%0.04%Q4 2018Q3 20204
FTCH FARFETCH LTD310.01%0.02%0.03%Q3 2020Q2 20224
RNLX RENALYTIX PLC220.00%0.01%0.02%Q1 2021Q1 20224
BTI BRITISH AMERN TOB PLC331.18%2.23%2.88%Q3 2021Q1 20223
WMT WALMART INC330.17%1.60%2.70%Q1 2023Q3 20233
IQV IQVIA HOLDINGS INC. CMN110.03%0.71%1.92%Q4 2017Q4 20193
SHELL PLC330.54%0.66%0.88%Q1 2023Q3 20233
HLT HILTON WORLDWIDE HLDGS...330.12%0.32%0.44%Q1 2023Q3 20233
VMC VULCAN MATLS CO330.22%0.31%0.40%Q1 2023Q3 20233
PYPL PAYPAL HLDGS INC210.06%0.28%0.55%Q2 2020Q1 20213
AYX ALTERYX, INC. CMN CLASS A210.19%0.25%0.34%Q4 2017Q3 20193
CMG CHIPOTLE MEXICAN GRILL...330.04%0.24%0.56%Q1 2023Q3 20233
WWE WORLD WRESTLING ENTMT INC330.11%0.23%0.42%Q4 2018Q2 20193
MIME MIMECAST LTD CMN330.10%0.22%0.34%Q4 2017Q2 20183
WORK SLACK TECHNOLOGIES INC210.03%0.14%0.31%Q3 2019Q2 20203
BA BOEING CO210.03%0.12%0.20%Q3 2018Q3 20203
BR BROADRIDGE FINL SOLUTI...210.04%0.09%0.14%Q2 2019Q1 20203
TSM TAIWAN SEMICONDUCTOR M...110.04%0.08%0.17%Q3 2020Q2 20233
MLM MARTIN MARIETTA MATLS INC330.04%0.05%0.06%Q1 2023Q3 20233
PRMW PRIMO WATER CORPORATION210.01%0.04%0.10%Q2 2020Q1 20213
FWONK LIBERTY MEDIA CORP DEL...110.01%0.04%0.06%Q3 2018Q2 20203
ARYA ARYA SCIENCES ACQUISIT...330.01%0.01%0.01%Q3 2020Q1 20213
JPM JPMORGAN CHASE & CO110.95%4.42%7.88%Q3 2018Q1 20192
CANADIAN PACIFIC KANSA...224.08%4.38%4.69%Q2 2023Q3 20232
UNH UNITEDHEALTH GROUP INC110.30%2.50%4.70%Q4 2017Q3 20212
KENVUE INC222.12%2.18%2.25%Q2 2023Q3 20232
GOOGL ALPHABET INC222.12%2.17%2.23%Q4 2020Q1 20212
EA ELECTRONIC ARTS INC110.06%1.82%3.58%Q4 2017Q2 20202
GTTN GTT COMMUNICATIONS INC220.34%1.65%2.96%Q1 2018Q2 20182
LSXMK LIBERTY MEDIA CORP DEL...110.19%0.63%1.08%Q1 2018Q3 20182
LMT LOCKHEED MARTIN CORP220.26%0.51%0.75%Q2 2021Q3 20212
Z ZILLOW GROUP INC220.11%0.45%0.78%Q2 2019Q3 20192
GE GENERAL ELECTRIC CO220.31%0.41%0.51%Q3 2019Q4 20192
APPN APPIAN CORPORATION CMN220.09%0.34%0.59%Q4 2017Q1 20182
WSO WATSCO INC. CMN110.06%0.29%0.52%Q4 2017Q3 20182
VAPO VAPOTHERM INC220.02%0.24%0.47%Q2 2020Q3 20202
TWLO TWILIO INC220.18%0.24%0.31%Q4 2018Q1 20192
ATVI ACTIVISION BLIZZARD IN...110.11%0.21%0.30%Q4 2017Q3 20212
FWONA LIBERTY MEDIA CORP LIB...220.09%0.16%0.22%Q4 2017Q1 20182
UPS UNITED PARCEL SERVICE INC110.10%0.15%0.21%Q1 2020Q3 20212
MA MASTERCARD INCORPORATED110.09%0.15%0.22%Q3 2019Q1 20212
WM WASTE MGMT INC DEL220.07%0.12%0.17%Q4 2019Q1 20202
AVID AVID TECHNOLOGY INC220.06%0.11%0.16%Q3 2021Q4 20212
NCNO NCINO INC220.01%0.08%0.16%Q3 2020Q4 20202
RTPY REINVENT TECHNOLOGY PA...220.02%0.08%0.15%Q2 2021Q3 20212
ILMN ILLUMINA INC110.06%0.08%0.09%Q3 2020Q2 20212
HUBS HUBSPOT INC110.06%0.07%0.07%Q1 2021Q4 20212
ACTG ACACIA RESH CORP220.07%0.07%0.07%Q1 2021Q2 20212
ESTC ELASTIC N V220.05%0.06%0.08%Q1 2019Q2 20192
TWITTER INC220.03%0.06%0.09%Q4 2018Q1 20192
NWSA NEWS CORP NEW110.01%0.06%0.10%Q1 2018Q1 20202
SHSP SHARPSPRING INC220.03%0.05%0.07%Q3 2018Q4 20182
GE GENERAL ELECTRIC CO220.03%0.03%0.04%Q3 2020Q4 20202
SWBI SMITH & WESSON BRANDS INC220.03%0.03%0.03%Q3 2021Q4 20212
HCAT HEALTH CATALYST INC220.01%0.03%0.05%Q4 2020Q1 20212
WAB WABTEC220.02%0.02%0.03%Q2 2021Q3 20212
FOUR SHIFT4 PMTS INC220.02%0.02%0.02%Q2 2020Q3 20202
DOCS DOXIMITY INC110.02%0.02%0.02%Q2 2021Q4 20212
DGNR DRAGONEER GROWTH OPPOR...220.01%0.02%0.02%Q1 2021Q2 20212
FATE FATE THERAPEUTICS INC220.01%0.01%0.01%Q1 2021Q2 20212
MRTX MIRATI THERAPEUTICS INC220.01%0.01%0.02%Q1 2021Q2 20212
MJCO MAJESCO220.01%0.01%0.02%Q2 2019Q3 20192
DSGX DESCARTES SYS GROUP INC220.01%0.01%0.02%Q4 2019Q1 20202
ARYD ARYA SCIENCES ACQU COR...220.01%0.01%0.01%Q1 2021Q2 20212
DNB DUN & BRADSTREET HLDGS...220.01%0.01%0.01%Q2 2021Q3 20212
MTN VAIL RESORTS INC116.32%6.32%6.32%Q4 2017Q4 20171
DWDP DOWDUPONT INC113.63%3.63%3.63%Q3 2018Q3 20181
APO APOLLO GLOBAL MGMT LLC...112.40%2.40%2.40%Q4 2017Q4 20171
AOBC AMERICAN OUTDOOR BRAND...112.06%2.06%2.06%Q4 2017Q4 20171
SMAR SMARTSHEET INC112.04%2.04%2.04%Q1 2019Q1 20191
DOWDUPONT INC111.55%1.55%1.55%Q3 2018Q3 20181
GS GOLDMAN SACHS GROUP INC111.16%1.16%1.16%Q1 2019Q1 20191
SAP SAP SE111.10%1.10%1.10%Q3 2022Q3 20221
DBX DROPBOX INC111.01%1.01%1.01%Q2 2019Q2 20191
MO ALTRIA GROUP INC110.96%0.96%0.96%Q3 2021Q3 20211
T AT&T INC110.92%0.92%0.92%Q3 2020Q3 20201
XLF SELECT SECTOR SPDR TR110.92%0.92%0.92%Q1 2019Q1 20191
CCI CROWN CASTLE INTL CORP...110.84%0.84%0.84%Q3 2020Q3 20201
GENERAL ELECTRIC CO110.80%0.80%0.80%Q3 2023Q3 20231
GOLDMAN SACHS GROUP INC110.71%0.71%0.71%Q1 2019Q1 20191
DIS DISNEY WALT CO110.69%0.69%0.69%Q3 2020Q3 20201
P PANDORA MEDIA INC110.68%0.68%0.68%Q3 2018Q3 20181
SGU STAR GROUP L P UNIT LT...110.64%0.64%0.64%Q4 2017Q4 20171
BKNG BOOKING HOLDINGS INC110.55%0.55%0.55%Q3 2020Q3 20201
ADI ANALOG DEVICES INC110.53%0.53%0.53%Q1 2023Q1 20231
CIGI COLLIERS INTERNATIONAL...110.51%0.51%0.51%Q4 2017Q4 20171
COT COTT CORP QUE110.47%0.47%0.47%Q1 2018Q1 20181
EDC DIREXION SHS ETF TR110.46%0.46%0.46%Q3 2018Q3 20181
PEGA PEGASYSTEMS INC110.43%0.43%0.43%Q1 2018Q1 20181
MICROSOFT CORP110.42%0.42%0.42%Q1 2019Q1 20191
FIVN FIVE9 INC110.41%0.41%0.41%Q3 2021Q3 20211
SPLK SPLUNK INC110.40%0.40%0.40%Q1 2018Q1 20181
HCA HCA HEALTHCARE INC110.39%0.39%0.39%Q2 2022Q2 20221
STE STERIS PLC110.35%0.35%0.35%Q3 2023Q3 20231
IBM INTL BUSINESS MACHINES...110.34%0.34%0.34%Q4 2017Q4 20171
KKR KKR & CO. L.P. CMN110.32%0.32%0.32%Q4 2017Q4 20171
UBER UBER TECHNOLOGIES INC110.32%0.32%0.32%Q4 2019Q4 20191
CCF CHASE CORP CMN110.31%0.31%0.31%Q4 2017Q4 20171
MDSO MEDIDATA SOLUTIONS INC110.30%0.30%0.30%Q1 2019Q1 20191
LYFT LYFT INC110.29%0.29%0.29%Q1 2020Q1 20201
BOX BOX INC110.22%0.22%0.22%Q2 2018Q2 20181
CDNS CADENCE DESIGN SYSTEM INC110.20%0.20%0.20%Q1 2021Q1 20211
LYV LIVE NATION ENTERTAINM...110.20%0.20%0.20%Q4 2017Q4 20171
CDAY CERIDIAN HCM HLDG INC110.19%0.19%0.19%Q2 2019Q2 20191
RNG RINGCENTRAL INC110.18%0.18%0.18%Q4 2021Q4 20211
XBI SPDR SER TR110.17%0.17%0.17%Q2 2022Q2 20221
CL COLGATE PALMOLIVE CO110.17%0.17%0.17%Q3 2023Q3 20231
NETFLIX INC110.14%0.14%0.14%Q1 2019Q1 20191
BL BLACKLINE INC110.14%0.14%0.14%Q2 2018Q2 20181
TECK TECK RESOURCES LTD110.13%0.13%0.13%Q2 2023Q2 20231
SNPS SYNOPSYS INC110.12%0.12%0.12%Q1 2021Q1 20211
CNQ CANADIAN NAT RES LTD110.09%0.09%0.09%Q3 2023Q3 20231
BHC BAUSCH HEALTH COS INC110.09%0.09%0.09%Q1 2020Q1 20201
NEWR NEW RELIC INC110.09%0.09%0.09%Q2 2018Q2 20181
TWTR TWITTER INC110.08%0.08%0.08%Q2 2019Q2 20191
SMARTSHEET INC110.08%0.08%0.08%Q1 2019Q1 20191
CARG CARGURUS INC110.08%0.08%0.08%Q1 2018Q1 20181
COUP COUPA SOFTWARE INC110.07%0.07%0.07%Q2 2019Q2 20191
TSG STARS GROUP INC110.07%0.07%0.07%Q3 2018Q3 20181
RP REALPAGE INC110.06%0.06%0.06%Q2 2018Q2 20181
ATLASSIAN CORP PLC110.06%0.06%0.06%Q1 2019Q1 20191
SBUX STARBUCKS CORP110.06%0.06%0.06%Q2 2020Q2 20201
EB EVENTBRITE INC110.06%0.06%0.06%Q4 2019Q4 20191
XPO XPO LOGISTICS INC110.06%0.06%0.06%Q3 2018Q3 20181
NCR NCR CORP NEW110.06%0.06%0.06%Q3 2021Q3 20211
IBKR INTERACTIVE BROKERS GR...110.06%0.06%0.06%Q3 2018Q3 20181
BHVN BIOHAVEN PHARMACTL HLD...110.05%0.05%0.05%Q2 2021Q2 20211
SCI SERVICE CORP INTL110.05%0.05%0.05%Q1 2023Q1 20231
MKC MCCORMICK & CO INC110.05%0.05%0.05%Q1 2018Q1 20181
DOMO DOMO INC110.05%0.05%0.05%Q1 2019Q1 20191
BFAM BRIGHT HORIZONS FAM SO...110.05%0.05%0.05%Q2 2019Q2 20191
FDX FEDEX CORP110.05%0.05%0.05%Q1 2020Q1 20201
VRSK VERISK ANALYTICS INC110.04%0.04%0.04%Q4 2019Q4 20191
ANGI ANGI HOMESERVICES INC110.03%0.03%0.03%Q3 2020Q3 20201
PKI PERKINELMER INC110.03%0.03%0.03%Q2 2021Q2 20211
MSCI MSCI INC110.03%0.03%0.03%Q3 2019Q3 20191
DEO DIAGEO P L C110.03%0.03%0.03%Q1 2019Q1 20191
MDB MONGODB INC110.02%0.02%0.02%Q2 2020Q2 20201
CRWD CROWDSTRIKE HLDGS INC110.02%0.02%0.02%Q2 2020Q2 20201
CPNG COUPANG INC110.02%0.02%0.02%Q3 2021Q3 20211
IPOC SOCIAL CAP HEDSPIA HLD...110.02%0.02%0.02%Q2 2020Q2 20201
DDOG DATADOG INC110.02%0.02%0.02%Q3 2020Q3 20201
TME TENCENT MUSIC ENTMT GROUP110.02%0.02%0.02%Q1 2021Q1 20211
CNNE CANNAE HLDGS INC110.02%0.02%0.02%Q3 2020Q3 20201
RETA REATA PHARMACEUTICALS INC110.02%0.02%0.02%Q2 2021Q2 20211
BCPC BALCHEM CORP110.02%0.02%0.02%Q3 2020Q3 20201
PERIMETER SOLUTIONS SA110.02%0.02%0.02%Q4 2021Q4 20211
DE DEERE & CO110.01%0.01%0.01%Q2 2021Q2 20211
BBIO BRIDGEBIO PHARMA INC110.01%0.01%0.01%Q2 2021Q2 20211
QSR RESTAURANT BRANDS INTL...110.01%0.01%0.01%Q4 2020Q4 20201
NUAN NUANCE COMMUNICATIONS INC110.01%0.01%0.01%Q1 2021Q1 20211
ABT ABBOTT LABS110.01%0.01%0.01%Q1 2020Q1 20201
KVSB KHOSLA VENTURES ACQUST...110.01%0.01%0.01%Q3 2021Q3 20211
U UNITY SOFTWARE INC110.01%0.01%0.01%Q3 2020Q3 20201
ARYBU ARYA SCIENCES ACQUISTI...110.01%0.01%0.01%Q2 2020Q2 20201
DIBS 1STDIBS COM INC110.01%0.01%0.01%Q2 2021Q2 20211
COUPA SOFTWARE INC110.01%0.01%0.01%Q1 2019Q1 20191
CHD CHURCH & DWIGHT INC110.01%0.01%0.01%Q2 2021Q2 20211
CDLX CARDLYTICS INC110.01%0.01%0.01%Q1 2021Q1 20211
UPWK UPWORK INC110.01%0.01%0.01%Q1 2020Q1 20201
TMUSR T-MOBILE US INC110.01%0.01%0.01%Q2 2020Q2 20201
PLBY PLBY GROUP INC110.00%0.00%0.00%Q1 2021Q1 20211
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The securities at the top of the list , including MICROSOFT CORP, AMAZON.COM INC CMN, and ADOBE SYSTEMS INCORPORATED, are the highest-conviction holdings of Skye Global Management LP.

The conviction is calculated by counting the number of quarters a security has been reported by Skye Global Management LP. The higher the number, the higher the conviction and longer the holding period.

This page lists all the securities that Skye Global Management LP owns currently or has owned in the past.