$4.27 Billion is the total value of Skye Global Management LP's 54 reported holdings in Q4 2020. The portfolio turnover from Q3 2020 to Q4 2020 was - .
Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
GOOGL | New | ALPHABET INCcall | $95,168,000 | – | 54,300 | +100.0% | 2.23% | – |
MCO | New | MOODYS CORP | $28,444,000 | – | 98,000 | +100.0% | 0.67% | – |
SHOP | New | SHOPIFY INCcl a | $5,773,000 | – | 5,100 | +100.0% | 0.14% | – |
PRMW | New | PRIMO WATER CORPORATION | $4,328,000 | – | 276,000 | +100.0% | 0.10% | – |
PG | New | PROCTER AND GAMBLE CO | $3,965,000 | – | 28,500 | +100.0% | 0.09% | – |
NOW | New | SERVICENOW INC | $3,743,000 | – | 6,800 | +100.0% | 0.09% | – |
HCAT | New | HEALTH CATALYST INC | $2,264,000 | – | 52,000 | +100.0% | 0.05% | – |
INTU | New | INTUIT | $2,203,000 | – | 5,800 | +100.0% | 0.05% | – |
ZM | New | ZOOM VIDEO COMMUNICATIONS INcl a | $1,956,000 | – | 5,800 | +100.0% | 0.05% | – |
DOCU | New | DOCUSIGN INC | $1,134,000 | – | 5,100 | +100.0% | 0.03% | – |
QSR | New | RESTAURANT BRANDS INTL INC | $526,000 | – | 8,600 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-02-16
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.