$495 Million is the total value of Skye Global Management LP's 36 reported holdings in Q4 2018. The portfolio turnover from Q3 2018 to Q4 2018 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| FB | New | FACEBOOK INCcl a | $13,306,000 | – | 101,500 | +100.0% | 2.69% | – |
| TWLO | New | TWILIO INCcl a | $1,536,000 | – | 17,200 | +100.0% | 0.31% | – |
| TWTR | New | TWITTER INC | $1,523,000 | – | 53,000 | +100.0% | 0.31% | – |
| OKTA | New | OKTA INCcl a | $612,000 | – | 9,600 | +100.0% | 0.12% | – |
| WWE | New | WORLD WRESTLING ENTMT INCcl a | $545,000 | – | 7,300 | +100.0% | 0.11% | – |
| GWRE | New | GUIDEWIRE SOFTWARE INC | $385,000 | – | 4,800 | +100.0% | 0.08% | – |
| SHOP | New | SHOPIFY INCcl a | $263,000 | – | 1,900 | +100.0% | 0.05% | – |
| CHDN | New | CHURCHILL DOWNS INC | $159,000 | – | 650 | +100.0% | 0.03% | – |
| New | TWITTER INCcall | $144,000 | – | 5,000 | +100.0% | 0.03% | – | |
| PLAN | New | ANAPLAN INC | $133,000 | – | 5,000 | +100.0% | 0.03% | – |
| APPF | New | APPFOLIO INC | $113,000 | – | 1,900 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-02-13
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| MICROSOFT CORP | 24 | Q3 2023 | 46.4% |
| AMAZON.COM INC CMN | 24 | Q3 2023 | 48.7% |
| ADOBE SYSTEMS INCORPORATED | 21 | Q4 2022 | 5.7% |
| WORKDAY, INC. CMN CLASS A | 20 | Q4 2022 | 6.9% |
| VEEVA SYS INC | 20 | Q1 2023 | 2.6% |
| GUIDEWIRE SOFTWARE INC CMN | 19 | Q4 2022 | 5.7% |
| ATLASSIAN CORP PLC | 18 | Q1 2022 | 6.0% |
| DANAHER CORPORATION | 18 | Q3 2023 | 1.6% |
| TRANSDIGM GROUP INC | 17 | Q3 2023 | 3.4% |
| ALPHABET INC. CMN CLASS C | 16 | Q3 2021 | 27.5% |
View Skye Global Management LP's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR/A | 2024-05-15 |
| 13F-HR | 2024-05-15 |
| 13F-HR | 2024-02-14 |
| 13F-HR | 2023-11-14 |
| 13F-HR | 2023-08-14 |
| 13F-HR | 2023-05-15 |
| 13F-HR | 2023-02-14 |
| 13F-HR | 2022-11-14 |
| 13F-HR | 2022-08-15 |
| 13F-HR | 2022-05-16 |
View Skye Global Management LP's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.