$814 Million is the total value of Skye Global Management LP's 55 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| NFLX | New | NETFLIX INC | $70,242,000 | – | 197,000 | +100.0% | 8.63% | – |
| SMAR | New | SMARTSHEET INC | $16,602,000 | – | 407,000 | +100.0% | 2.04% | – |
| GS | New | GOLDMAN SACHS GROUP INC | $9,408,000 | – | 49,000 | +100.0% | 1.16% | – |
| DHR | New | DANAHER CORPORATION | $9,109,000 | – | 69,000 | +100.0% | 1.12% | – |
| MELI | New | MERCADOLIBRE INC | $7,870,000 | – | 15,500 | +100.0% | 0.97% | – |
| JPM | New | JPMORGAN CHASE & CO | $7,693,000 | – | 76,000 | +100.0% | 0.95% | – |
| XLF | New | SELECT SECTOR SPDR TRsbi int-finl | $7,456,000 | – | 290,000 | +100.0% | 0.92% | – |
| SPOT | New | SPOTIFY TECHNOLOGY S A | $6,871,000 | – | 49,500 | +100.0% | 0.84% | – |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $6,842,000 | – | 37,500 | +100.0% | 0.84% | – |
| New | GOLDMAN SACHS GROUP INCcall | $5,760,000 | – | 30,000 | +100.0% | 0.71% | – | |
| New | MICROSOFT CORPcall | $3,408,000 | – | 28,900 | +100.0% | 0.42% | – | |
| MDSO | New | MEDIDATA SOLUTIONS INC | $2,410,000 | – | 34,500 | +100.0% | 0.30% | – |
| SE | New | SEA LTDsponsored ads | $1,200,000 | – | 51,000 | +100.0% | 0.15% | – |
| New | NETFLIX INCcall | $1,177,000 | – | 3,300 | +100.0% | 0.14% | – | |
| NYT | New | NEW YORK TIMES COcl a | $986,000 | – | 30,000 | +100.0% | 0.12% | – |
| TMO | New | THERMO FISHER SCIENTIFIC INC | $794,000 | – | 2,900 | +100.0% | 0.10% | – |
| New | SMARTSHEET INCcall | $657,000 | – | 16,100 | +100.0% | 0.08% | – | |
| ROP | New | ROPER TECHNOLOGIES INC | $650,000 | – | 1,900 | +100.0% | 0.08% | – |
| ESTC | New | ELASTIC N V | $623,000 | – | 7,800 | +100.0% | 0.08% | – |
| New | ATLASSIAN CORP PLCcall | $517,000 | – | 4,600 | +100.0% | 0.06% | – | |
| Z | New | ZILLOW GROUP INCcl c cap stk | $441,000 | – | 12,700 | +100.0% | 0.05% | – |
| DOMO | New | DOMO INC | $423,000 | – | 10,500 | +100.0% | 0.05% | – |
| IQV | New | IQVIA HLDGS INC | $273,000 | – | 1,900 | +100.0% | 0.03% | – |
| DEO | New | DIAGEO P L Cspon adr new | $229,000 | – | 1,400 | +100.0% | 0.03% | – |
| New | COUPA SOFTWARE INCcall | $45,000 | – | 500 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-05-14
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.