$1.28 Billion is the total value of Skye Global Management LP's 53 reported holdings in Q1 2020. The portfolio turnover from Q4 2019 to Q1 2020 was 85.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| MSFT | Buy | MICROSOFT CORP | $287,978,000 | +133.8% | 1,826,000 | +133.8% | 22.54% | +91.2% |
| AMZN | Buy | AMAZON COM INC | $237,866,000 | +81.3% | 122,000 | +71.8% | 18.62% | +48.3% |
| FB | Buy | FACEBOOK INCcl a | $171,137,000 | -13.2% | 1,026,000 | +6.8% | 13.40% | -29.0% |
| VZ | Buy | VERIZON COMMUNICATIONS INC | $49,539,000 | +502.1% | 922,000 | +588.1% | 3.88% | +392.6% |
| GWRE | Buy | GUIDEWIRE SOFTWARE INC | $39,338,000 | -7.5% | 496,000 | +28.0% | 3.08% | -24.3% |
| VEEV | Buy | VEEVA SYS INC | $32,681,000 | +157.0% | 209,000 | +131.2% | 2.56% | +110.2% |
| GOOGL | New | ALPHABET INCcap stk cl a | $31,163,000 | – | 26,800 | +100.0% | 2.44% | – |
| ADBE | Buy | ADOBE INC | $28,960,000 | +79.2% | 91,000 | +85.7% | 2.27% | +46.6% |
| DHR | Buy | DANAHER CORPORATION | $16,056,000 | +4.6% | 116,000 | +16.0% | 1.26% | -14.4% |
| ICE | Buy | INTERCONTINENTAL EXCHANGE IN | $13,566,000 | +318.8% | 168,000 | +380.0% | 1.06% | +242.6% |
| AXON | Buy | AXON ENTERPRISE INC | $13,163,000 | +15.9% | 186,000 | +20.0% | 1.03% | -5.2% |
| WCN | Buy | WASTE CONNECTIONS INC | $10,540,000 | +101.9% | 136,000 | +136.5% | 0.82% | +65.0% |
| RSG | Buy | REPUBLIC SVCS INC | $9,908,000 | +0.0% | 132,000 | +19.5% | 0.78% | -18.2% |
| TMUS | New | T MOBILE US INC | $8,642,000 | – | 103,000 | +100.0% | 0.68% | – |
| CME | Buy | CME GROUP INC | $6,571,000 | +93.7% | 38,000 | +124.9% | 0.51% | +58.2% |
| MELI | Buy | MERCADOLIBRE INC | $5,326,000 | +1312.7% | 10,900 | +1551.5% | 0.42% | +1058.3% |
| AAPL | New | APPLE INC | $5,086,000 | – | 20,000 | +100.0% | 0.40% | – |
| CSGP | Buy | COSTAR GROUP INC | $4,404,000 | +2723.1% | 7,500 | +2784.6% | 0.34% | +2200.0% |
| TYL | New | TYLER TECHNOLOGIES INC | $4,300,000 | – | 14,500 | +100.0% | 0.34% | – |
| NYT | New | NEW YORK TIMES COcl a | $4,115,000 | – | 134,000 | +100.0% | 0.32% | – |
| LYFT | New | LYFT INC | $3,759,000 | – | 140,000 | +100.0% | 0.29% | – |
| SE | New | SEA LTDsponsored ads | $2,614,000 | – | 59,000 | +100.0% | 0.20% | – |
| BKI | Buy | BLACK KNIGHT INC | $2,613,000 | +85.8% | 45,000 | +106.4% | 0.20% | +51.9% |
| TDG | Buy | TRANSDIGM GROUP INC | $1,921,000 | +22.5% | 6,000 | +114.3% | 0.15% | 0.0% |
| REYN | New | REYNOLDS CONSUMER PRODS INC | $1,604,000 | – | 55,000 | +100.0% | 0.13% | – |
| MCO | Buy | MOODYS CORP | $1,607,000 | +20.9% | 7,600 | +35.7% | 0.13% | -0.8% |
| BABA | New | ALIBABA GROUP HLDG LTDsponsored ads | $1,459,000 | – | 7,500 | +100.0% | 0.11% | – |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $1,214,000 | – | 13,000 | +100.0% | 0.10% | – |
| BHC | New | BAUSCH HEALTH COS INC | $1,178,000 | – | 76,000 | +100.0% | 0.09% | – |
| SPOT | New | SPOTIFY TECHNOLOGY S A | $765,000 | – | 6,300 | +100.0% | 0.06% | – |
| FSV | Buy | FIRSTSERVICE CORP NEW | $625,000 | +39.8% | 8,100 | +68.8% | 0.05% | +14.0% |
| FDX | New | FEDEX CORP | $606,000 | – | 5,000 | +100.0% | 0.05% | – |
| CVNA | New | CARVANA COcl a | $419,000 | – | 7,600 | +100.0% | 0.03% | – |
| BATRK | Buy | LIBERTY MEDIA CORP DEL | $191,000 | -19.1% | 10,000 | +25.0% | 0.02% | -34.8% |
| NWSA | New | NEWS CORP NEWcl a | $180,000 | – | 20,000 | +100.0% | 0.01% | – |
| ABT | New | ABBOTT LABS | $118,000 | – | 1,500 | +100.0% | 0.01% | – |
| UPWK | New | UPWORK INC | $65,000 | – | 10,000 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-05-14
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.