$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 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| Exit | COUPA SOFTWARE INCcall | $0 | – | -500 | -100.0% | -0.01% | – | |
| CHDN | Exit | CHURCHILL DOWNS INC | $0 | – | -1,900 | -100.0% | -0.02% | – |
| ZEN | Exit | ZENDESK INC | $0 | – | -2,500 | -100.0% | -0.03% | – |
| DEO | Exit | DIAGEO P L Cspon adr new | $0 | – | -1,400 | -100.0% | -0.03% | – |
| PLAN | Exit | ANAPLAN INC | $0 | – | -6,500 | -100.0% | -0.03% | – |
| BATRK | Exit | LIBERTY MEDIA CORP DELAWARE | $0 | – | -9,000 | -100.0% | -0.03% | – |
| IQV | Exit | IQVIA HLDGS INC | $0 | – | -1,900 | -100.0% | -0.03% | – |
| SAIL | Exit | SAILPOINT TECHNLGIES HLDGS I | $0 | – | -14,000 | -100.0% | -0.05% | – |
| DOMO | Exit | DOMO INC | $0 | – | -10,500 | -100.0% | -0.05% | – |
| Exit | ATLASSIAN CORP PLCcall | $0 | – | -4,600 | -100.0% | -0.06% | – | |
| TTWO | Exit | TAKE-TWO INTERACTIVE SOFTWAR | $0 | – | -5,900 | -100.0% | -0.07% | – |
| ROP | Exit | ROPER TECHNOLOGIES INC | $0 | – | -1,900 | -100.0% | -0.08% | – |
| Exit | SMARTSHEET INCcall | $0 | – | -16,100 | -100.0% | -0.08% | – | |
| Exit | TWITTER INCcall | $0 | – | -22,400 | -100.0% | -0.09% | – | |
| TMO | Exit | THERMO FISHER SCIENTIFIC INC | $0 | – | -2,900 | -100.0% | -0.10% | – |
| AMT | Exit | AMERICAN TOWER CORP NEW | $0 | – | -4,700 | -100.0% | -0.11% | – |
| NYT | Exit | NEW YORK TIMES COcl a | $0 | – | -30,000 | -100.0% | -0.12% | – |
| FSV | Exit | FIRSTSERVICE CORP NEWsub vtg sh | $0 | – | -11,000 | -100.0% | -0.12% | – |
| Exit | NETFLIX INCcall | $0 | – | -3,300 | -100.0% | -0.14% | – | |
| TWLO | Exit | TWILIO INCcl a | $0 | – | -11,000 | -100.0% | -0.18% | – |
| MDSO | Exit | MEDIDATA SOLUTIONS INC | $0 | – | -34,500 | -100.0% | -0.30% | – |
| OKTA | Exit | OKTA INCcl a | $0 | – | -31,000 | -100.0% | -0.32% | – |
| Exit | MICROSOFT CORPcall | $0 | – | -28,900 | -100.0% | -0.42% | – | |
| Exit | GOLDMAN SACHS GROUP INCcall | $0 | – | -30,000 | -100.0% | -0.71% | – | |
| BABA | Exit | ALIBABA GROUP HLDG LTDsponsored ads | $0 | – | -37,500 | -100.0% | -0.84% | – |
| XLF | Exit | SELECT SECTOR SPDR TRsbi int-finl | $0 | – | -290,000 | -100.0% | -0.92% | – |
| JPM | Exit | JPMORGAN CHASE & CO | $0 | – | -76,000 | -100.0% | -0.95% | – |
| GS | Exit | GOLDMAN SACHS GROUP INC | $0 | – | -49,000 | -100.0% | -1.16% | – |
| COUP | Exit | COUPA SOFTWARE INC | $0 | – | -125,500 | -100.0% | -1.40% | – |
| INTU | Exit | INTUIT | $0 | – | -45,000 | -100.0% | -1.45% | – |
| SMAR | Exit | SMARTSHEET INC | $0 | – | -407,000 | -100.0% | -2.04% | – |
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.