$1.05 Billion is the total value of Skye Global Management LP's 46 reported holdings in Q4 2019. The portfolio turnover from Q3 2019 to Q4 2019 was 100.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MJCO | Exit | MAJESCO | $0 | – | -15,000 | -100.0% | -0.01% | – |
| COUP | Exit | COUPA SOFTWARE INC | $0 | – | -1,400 | -100.0% | -0.02% | – |
| MSCI | Exit | MSCI INC | $0 | – | -1,400 | -100.0% | -0.03% | – |
| SPGI | Exit | S&P GLOBAL INC | $0 | – | -3,500 | -100.0% | -0.08% | – |
| Z | Exit | ZILLOW GROUP INCcall | $0 | – | -38,200 | -100.0% | -0.11% | – |
| SHOP | Exit | SHOPIFY INCcl a | $0 | – | -4,900 | -100.0% | -0.15% | – |
| AYX | Exit | ALTERYX INC | $0 | – | -21,000 | -100.0% | -0.22% | – |
| MA | Exit | MASTERCARD INCcl a | $0 | – | -8,400 | -100.0% | -0.22% | – |
| V | Exit | VISA INC | $0 | – | -21,400 | -100.0% | -0.35% | – |
| NOW | Exit | SERVICENOW INC | $0 | – | -24,500 | -100.0% | -0.59% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-02-13
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 | 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 |
| 13F-HR | 2022-02-14 |
| 13F-HR | 2021-11-15 |
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.