$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| APPF | Exit | APPFOLIO INC | $0 | – | -1,900 | -100.0% | -0.02% | – |
| BA | Exit | BOEING CO | $0 | – | -500 | -100.0% | -0.03% | – |
| SHSP | Exit | SHARPSPRING INC | $0 | – | -28,000 | -100.0% | -0.07% | – |
| CSGP | Exit | COSTAR GROUP INC | $0 | – | -1,350 | -100.0% | -0.09% | – |
| GDDY | Exit | GODADDY INCcl a | $0 | – | -74,000 | -100.0% | -0.98% | – |
| CRM | Exit | SALESFORCE COM INC | $0 | – | -56,000 | -100.0% | -1.55% | – |
| AAPL | Exit | APPLE INC | $0 | – | -207,500 | -100.0% | -6.61% | – |
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.