$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 | Exit | NCINO INC | $0 | – | -7,300 | -100.0% | -0.01% | – |
APPF | Exit | APPFOLIO INC | $0 | – | -2,900 | -100.0% | -0.01% | – |
BKI | Exit | BLACK KNIGHT INC | $0 | – | -5,800 | -100.0% | -0.01% | – |
QSR | Exit | RESTAURANT BRANDS INTL INC | $0 | – | -8,600 | -100.0% | -0.01% | – |
GE | Exit | GENERAL ELECTRIC CO | $0 | – | -110,000 | -100.0% | -0.03% | – |
SPOT | Exit | SPOTIFY TECHNOLOGY S A | $0 | – | -5,100 | -100.0% | -0.04% | – |
INTU | Exit | INTUIT | $0 | – | -5,800 | -100.0% | -0.05% | – |
TEAM | Exit | ATLASSIAN CORP PLCcall | $0 | – | -14,600 | -100.0% | -0.08% | – |
CSGP | Exit | COSTAR GROUP INC | $0 | – | -5,800 | -100.0% | -0.13% | – |
AMZN | Exit | AMAZON COM INCcall | $0 | – | -2,000 | -100.0% | -0.15% | – |
CVNA | Exit | CARVANA COcl a | $0 | – | -54,500 | -100.0% | -0.31% | – |
MCO | Exit | MOODYS CORP | $0 | – | -98,000 | -100.0% | -0.67% | – |
MELI | Exit | MERCADOLIBRE 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
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.