$5.54 Billion is the total value of Skye Global Management LP's 63 reported holdings in Q2 2021. The portfolio turnover from Q1 2021 to Q2 2021 was - .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| LMT | New | LOCKHEED MARTIN CORP | $14,377,000 | – | 38,000 | +100.0% | 0.26% | – |
| PCOR | New | PROCORE TECHNOLOGIES INC | $8,023,000 | – | 84,500 | +100.0% | 0.14% | – |
| AAPL | New | APPLE INC | $7,601,000 | – | 55,500 | +100.0% | 0.14% | – |
| ILMN | New | ILLUMINA INC | $5,111,000 | – | 10,800 | +100.0% | 0.09% | – |
| TWTR | New | TWITTER INC | $4,473,000 | – | 65,000 | +100.0% | 0.08% | – |
| CSGP | New | COSTAR GROUP INC | $3,561,000 | – | 43,000 | +100.0% | 0.06% | – |
| BHVN | New | BIOHAVEN PHARMACTL HLDG CO L | $2,971,000 | – | 30,600 | +100.0% | 0.05% | – |
| PKI | New | PERKINELMER INC | $1,668,000 | – | 10,800 | +100.0% | 0.03% | – |
| WAB | New | WABTEC | $1,588,000 | – | 19,300 | +100.0% | 0.03% | – |
| RETA | New | REATA PHARMACEUTICALS INCcl a | $920,000 | – | 6,500 | +100.0% | 0.02% | – |
| DOCS | New | DOXIMITY INCcl a | $873,000 | – | 15,000 | +100.0% | 0.02% | – |
| RTPY | New | REINVENT TECHNOLOGY PARTNERS | $860,000 | – | 87,000 | +100.0% | 0.02% | – |
| DE | New | DEERE & CO | $776,000 | – | 2,200 | +100.0% | 0.01% | – |
| BBIO | New | BRIDGEBIO PHARMA INC | $671,000 | – | 11,000 | +100.0% | 0.01% | – |
| DNB | New | DUN & BRADSTREET HLDGS INC | $470,000 | – | 22,000 | +100.0% | 0.01% | – |
| DIBS | New | 1STDIBS COM INC | $383,000 | – | 11,000 | +100.0% | 0.01% | – |
| CHD | New | CHURCH & DWIGHT INC | $341,000 | – | 4,000 | +100.0% | 0.01% | – |
| NAUT | New | NAUTILUS BIOTECHNOLOGY INC | $354,000 | – | 35,000 | +100.0% | 0.01% | – |
| SUI | New | SUN CMNTYS INC | $360,000 | – | 2,100 | +100.0% | 0.01% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2021-08-16
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/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.