$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 0.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| GWRE | GUIDEWIRE SOFTWARE INC | $54,982,000 | +39.8% | 496,000 | 0.0% | 2.14% | -30.5% | |
| AMZN | AMAZON COM INCcall | $19,312,000 | +41.5% | 7,000 | 0.0% | 0.75% | -29.6% | |
| TEAM | ATLASSIAN CORP PLCcall | $2,632,000 | +31.3% | 14,600 | 0.0% | 0.10% | -35.0% | |
| FB | FACEBOOK INCcall | $2,498,000 | +36.1% | 11,000 | 0.0% | 0.10% | -32.6% | |
| BATRK | LIBERTY MEDIA CORP DEL | $197,000 | +3.1% | 10,000 | 0.0% | 0.01% | -46.7% | |
| APPF | APPFOLIO INC | $163,000 | +46.8% | 1,000 | 0.0% | 0.01% | -33.3% |
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.