Skye Global Management LP - Q1 2021 holdings

$5.17 Billion is the total value of Skye Global Management LP's 63 reported holdings in Q1 2021. The portfolio turnover from Q4 2020 to Q1 2021 was 100.0% .

 Value Shares↓ Weighting
NCNO ExitNCINO INC$0-7,300
-100.0%
-0.01%
APPF ExitAPPFOLIO INC$0-2,900
-100.0%
-0.01%
BKI ExitBLACK KNIGHT INC$0-5,800
-100.0%
-0.01%
QSR ExitRESTAURANT BRANDS INTL INC$0-8,600
-100.0%
-0.01%
GE ExitGENERAL ELECTRIC CO$0-110,000
-100.0%
-0.03%
SPOT ExitSPOTIFY TECHNOLOGY S A$0-5,100
-100.0%
-0.04%
INTU ExitINTUIT$0-5,800
-100.0%
-0.05%
TEAM ExitATLASSIAN CORP PLCcall$0-14,600
-100.0%
-0.08%
CSGP ExitCOSTAR GROUP INC$0-5,800
-100.0%
-0.13%
AMZN ExitAMAZON COM INCcall$0-2,000
-100.0%
-0.15%
CVNA ExitCARVANA COcl a$0-54,500
-100.0%
-0.31%
MCO ExitMOODYS CORP$0-98,000
-100.0%
-0.67%
MELI ExitMERCADOLIBRE INC$0-23,400
-100.0%
-0.92%
Original filings

The following EDGAR filing(s) were analyzed to create this report:

  • View 13F-HR filed 2021-05-14
Signatures

The EDGAR filing(s) were signed by:

Top long-term holdings
NameQuarters ownedLatest quarter ownedMax weighting
MICROSOFT CORP24Q3 202346.4%
AMAZON.COM INC CMN24Q3 202348.7%
ADOBE SYSTEMS INCORPORATED21Q4 20225.7%
WORKDAY, INC. CMN CLASS A20Q4 20226.9%
VEEVA SYS INC20Q1 20232.6%
GUIDEWIRE SOFTWARE INC CMN19Q4 20225.7%
ATLASSIAN CORP PLC18Q1 20226.0%
DANAHER CORPORATION18Q3 20231.6%
TRANSDIGM GROUP INC17Q3 20233.4%
ALPHABET INC. CMN CLASS C16Q3 202127.5%

View Skye Global Management LP's complete holdings history.

Latest filings
TypeFiled
13F-HR/A2024-05-15
13F-HR2024-05-15
13F-HR2024-02-14
13F-HR2023-11-14
13F-HR2023-08-14
13F-HR2023-05-15
13F-HR2023-02-14
13F-HR2022-11-14
13F-HR2022-08-15
13F-HR2022-05-16

View Skye Global Management LP's complete filings history.

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