$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 - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GOOGL | New | ALPHABET INCcap stk cl a | $31,163,000 | – | 26,800 | +100.0% | 2.44% | – |
| TMUS | New | T MOBILE US INC | $8,642,000 | – | 103,000 | +100.0% | 0.68% | – |
| AAPL | New | APPLE INC | $5,086,000 | – | 20,000 | +100.0% | 0.40% | – |
| 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% | – |
| REYN | New | REYNOLDS CONSUMER PRODS INC | $1,604,000 | – | 55,000 | +100.0% | 0.13% | – |
| 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% | – |
| 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% | – |
| 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.