$2.57 Billion is the total value of Skye Global Management LP's 66 reported holdings in Q2 2020. The portfolio turnover from Q1 2020 to Q2 2020 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| SBAC | New | SBA COMMUNICATIONS CORP NEWcl a | $56,605,000 | – | 190,000 | +100.0% | 2.20% | – |
| AMT | New | AMERICAN TOWER CORP NEW | $24,044,000 | – | 93,000 | +100.0% | 0.94% | – |
| VAPO | New | VAPOTHERM INC | $12,092,000 | – | 295,000 | +100.0% | 0.47% | – |
| COUP | New | COUPA SOFTWARE INC | $10,805,000 | – | 39,000 | +100.0% | 0.42% | – |
| JD | New | JD.COM INCspon adr cl a | $9,388,000 | – | 156,000 | +100.0% | 0.36% | – |
| PYPL | New | PAYPAL HLDGS INC | $5,924,000 | – | 34,000 | +100.0% | 0.23% | – |
| SHOP | New | SHOPIFY INCcl a | $3,037,000 | – | 3,200 | +100.0% | 0.12% | – |
| OKTA | New | OKTA INCcl a | $2,363,000 | – | 11,800 | +100.0% | 0.09% | – |
| TTWO | New | TAKE-TWO INTERACTIVE SOFTWAR | $2,094,000 | – | 15,000 | +100.0% | 0.08% | – |
| CRM | New | SALESFORCE COM INC | $2,061,000 | – | 11,000 | +100.0% | 0.08% | – |
| SBUX | New | STARBUCKS CORP | $1,619,000 | – | 22,000 | +100.0% | 0.06% | – |
| EA | New | ELECTRONIC ARTS INC | $1,453,000 | – | 11,000 | +100.0% | 0.06% | – |
| ZEN | New | ZENDESK INC | $1,328,000 | – | 15,000 | +100.0% | 0.05% | – |
| PLAN | New | ANAPLAN INC | $997,000 | – | 22,000 | +100.0% | 0.04% | – |
| WORK | New | SLACK TECHNOLOGIES INC | $839,000 | – | 27,000 | +100.0% | 0.03% | – |
| DOCU | New | DOCUSIGN INC | $758,000 | – | 4,400 | +100.0% | 0.03% | – |
| FOUR | New | SHIFT4 PMTS INCcl a | $532,000 | – | 15,000 | +100.0% | 0.02% | – |
| MDB | New | MONGODB INCcl a | $543,000 | – | 2,400 | +100.0% | 0.02% | – |
| CRWD | New | CROWDSTRIKE HLDGS INCcl a | $501,000 | – | 5,000 | +100.0% | 0.02% | – |
| IPOC | New | SOCIAL CAP HEDSPIA HLDG CO I | $492,000 | – | 44,000 | +100.0% | 0.02% | – |
| MSGS | New | MADISON SQUARE GRDN SPRT CORcl a | $499,000 | – | 3,400 | +100.0% | 0.02% | – |
| FWONK | New | LIBERTY MEDIA CORP DEL | $317,000 | – | 10,000 | +100.0% | 0.01% | – |
| ARYBU | New | ARYA SCIENCES ACQUISTION COunit 06/09/2027 | $174,000 | – | 15,000 | +100.0% | 0.01% | – |
| TMUSR | New | T-MOBILE US INCright 07/27/2020 | $133,000 | – | 793,000 | +100.0% | 0.01% | – |
| PRMW | New | PRIMO WATER CORPORATION | $138,000 | – | 10,000 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2020-08-13
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 | 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.