$3.08 Billion is the total value of Skye Global Management LP's 30 reported holdings in Q1 2023. The portfolio turnover from Q4 2022 to Q1 2023 was 50.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| AMZN | Sell | AMAZON COM INC | $1,190,313,960 | -2.4% | 11,524,000 | -20.6% | 38.68% | -7.8% |
| MSFT | Sell | MICROSOFT CORP | $1,006,743,600 | -13.2% | 3,492,000 | -27.8% | 32.72% | -18.1% |
| SPGI | Sell | S&P GLOBAL INC | $102,051,920 | -0.4% | 296,000 | -3.3% | 3.32% | -6.0% |
| MCO | Sell | MOODYS CORP | $70,384,600 | +2.9% | 230,000 | -6.3% | 2.29% | -2.8% |
| GOOGL | Sell | ALPHABET INCcap stk cl a | $9,958,080 | -94.2% | 96,000 | -95.1% | 0.32% | -94.5% |
| Sell | AURORA INNOVATION INC | $2,505,475 | -1.5% | 1,802,500 | -14.3% | 0.08% | -8.0% | |
| TYL | Sell | TYLER TECHNOLOGIES INC | $1,702,272 | -89.4% | 4,800 | -90.4% | 0.06% | -90.1% |
| VEEV | Sell | VEEVA SYS INC | $882,192 | -86.1% | 4,800 | -87.8% | 0.03% | -86.7% |
| NAUT | Exit | NAUTILUS BIOTECHNOLOGY INC | $0 | – | -56,700 | -100.0% | -0.00% | – |
| Exit | SERA PROGNOSTICS INC | $0 | – | -332,500 | -100.0% | -0.01% | – | |
| CME | Exit | CME GROUP INC | $0 | – | -5,200 | -100.0% | -0.03% | – |
| TSM | Exit | TAIWAN SEMICONDUCTOR MFG LTDsponsored ads | $0 | – | -15,600 | -100.0% | -0.04% | – |
| WDAY | Exit | WORKDAY INCcl a | $0 | – | -16,000 | -100.0% | -0.09% | – |
| ADBE | Exit | ADOBE SYSTEMS INCORPORATED | $0 | – | -13,000 | -100.0% | -0.15% | – |
| SHOP | Exit | SHOPIFY INCcl a | $0 | – | -334,500 | -100.0% | -0.40% | – |
| GWRE | Exit | GUIDEWIRE SOFTWARE INC | $0 | – | -2,050,000 | -100.0% | -4.41% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2023-05-15
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.