$941 Million is the total value of Skye Global Management LP's 39 reported holdings in Q2 2019. The portfolio turnover from Q1 2019 to Q2 2019 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | New | AMAZON COM INCcall | $40,334,000 | – | 21,300 | +100.0% | 4.28% | – |
| GOOG | New | ALPHABET INCcall | $35,562,000 | – | 32,900 | +100.0% | 3.78% | – |
| NFLX | New | NETFLIX INCcall | $16,052,000 | – | 43,700 | +100.0% | 1.70% | – |
| DBX | New | DROPBOX INCcl a | $9,519,000 | – | 380,000 | +100.0% | 1.01% | – |
| Z | New | ZILLOW GROUP INCcall | $7,376,000 | – | 159,000 | +100.0% | 0.78% | – |
| TEAM | New | ATLASSIAN CORP PLCcall | $4,305,000 | – | 32,900 | +100.0% | 0.46% | – |
| SUI | New | SUN CMNTYS INC | $2,179,000 | – | 17,000 | +100.0% | 0.23% | – |
| CDAY | New | CERIDIAN HCM HLDG INC | $1,807,000 | – | 36,000 | +100.0% | 0.19% | – |
| WCN | New | WASTE CONNECTIONS INC | $1,529,000 | – | 16,000 | +100.0% | 0.16% | – |
| CSGP | New | COSTAR GROUP INC | $803,000 | – | 1,450 | +100.0% | 0.08% | – |
| TWTR | New | TWITTER INCcall | $782,000 | – | 22,400 | +100.0% | 0.08% | – |
| COUP | New | COUPA SOFTWARE INCcall | $684,000 | – | 5,400 | +100.0% | 0.07% | – |
| BFAM | New | BRIGHT HORIZONS FAM SOL IN D | $453,000 | – | 3,000 | +100.0% | 0.05% | – |
| BR | New | BROADRIDGE FINL SOLUTIONS IN | $383,000 | – | 3,000 | +100.0% | 0.04% | – |
| FSV | New | FIRSTSERVICE CORP NEW | $192,000 | – | 2,000 | +100.0% | 0.02% | – |
| MJCO | New | MAJESCO | $140,000 | – | 15,000 | +100.0% | 0.02% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-08-13
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.