Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
SHOP | Exit | SHOPIFY INCcl a | $0 | – | -15,800 | -100.0% | -0.02% | – |
MLM | Exit | MARTIN MARIETTA MATLS INC | $0 | – | -3,360 | -100.0% | -0.04% | – |
CNQ | Exit | CANADIAN NAT RES LTD | $0 | – | -50,400 | -100.0% | -0.09% | – |
HLT | Exit | HILTON WORLDWIDE HLDGS INC | $0 | – | -27,200 | -100.0% | -0.12% | – |
WMT | Exit | WALMART INC | $0 | – | -35,800 | -100.0% | -0.17% | – |
CL | Exit | COLGATE PALMOLIVE CO | $0 | – | -82,000 | -100.0% | -0.17% | – |
COST | Exit | COSTCO WHSL CORP NEW | $0 | – | -10,500 | -100.0% | -0.17% | – |
WCN | Exit | WASTE CONNECTIONS INC | $0 | – | -50,400 | -100.0% | -0.20% | – |
VMC | Exit | VULCAN MATLS CO | $0 | – | -37,800 | -100.0% | -0.22% | – |
STE | Exit | STERIS PLC | $0 | – | -54,600 | -100.0% | -0.35% | – |
V | Exit | VISA INC | $0 | – | -52,600 | -100.0% | -0.35% | – |
CMG | Exit | CHIPOTLE MEXICAN GRILL INC | $0 | – | -10,500 | -100.0% | -0.56% | – |
Exit | GENERAL ELECTRIC CO | $0 | – | -248,500 | -100.0% | -0.80% | – | |
Exit | SHELL PLCspon ads | $0 | – | -472,000 | -100.0% | -0.88% | – | |
PG | Exit | PROCTER AND GAMBLE CO | $0 | – | -278,000 | -100.0% | -1.18% | – |
TMO | Exit | THERMO FISHER SCIENTIFIC INC | $0 | – | -106,000 | -100.0% | -1.56% | – |
DHR | Exit | DANAHER CORPORATION | $0 | – | -228,500 | -100.0% | -1.64% | – |
Exit | KENVUE INC | $0 | – | -3,872,000 | -100.0% | -2.25% | – | |
MCO | Exit | MOODYS CORP | $0 | – | -264,000 | -100.0% | -2.42% | – |
TDG | Exit | TRANSDIGM GROUP INC | $0 | – | -136,500 | -100.0% | -3.34% | – |
AAPL | Exit | APPLE INC | $0 | – | -674,000 | -100.0% | -3.34% | – |
SPGI | Exit | S&P GLOBAL INC | $0 | – | -376,000 | -100.0% | -3.98% | – |
UNP | Exit | UNION PAC CORP | $0 | – | -792,000 | -100.0% | -4.67% | – |
Exit | CANADIAN PACIFIC KANSAS CITY | $0 | – | -2,174,000 | -100.0% | -4.69% | – | |
MSFT | Exit | MICROSOFT CORP | $0 | – | -2,046,000 | -100.0% | -18.72% | – |
AMZN | Exit | AMAZON COM INC | $0 | – | -13,046,000 | -100.0% | -48.07% | – |
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.