Skye Global Management LP - Q4 2023 holdings

 Value Shares↓ Weighting
SHOP ExitSHOPIFY INCcl a$0-15,800
-100.0%
-0.02%
MLM ExitMARTIN MARIETTA MATLS INC$0-3,360
-100.0%
-0.04%
CNQ ExitCANADIAN NAT RES LTD$0-50,400
-100.0%
-0.09%
HLT ExitHILTON WORLDWIDE HLDGS INC$0-27,200
-100.0%
-0.12%
WMT ExitWALMART INC$0-35,800
-100.0%
-0.17%
CL ExitCOLGATE PALMOLIVE CO$0-82,000
-100.0%
-0.17%
COST ExitCOSTCO WHSL CORP NEW$0-10,500
-100.0%
-0.17%
WCN ExitWASTE CONNECTIONS INC$0-50,400
-100.0%
-0.20%
VMC ExitVULCAN MATLS CO$0-37,800
-100.0%
-0.22%
STE ExitSTERIS PLC$0-54,600
-100.0%
-0.35%
V ExitVISA INC$0-52,600
-100.0%
-0.35%
CMG ExitCHIPOTLE MEXICAN GRILL INC$0-10,500
-100.0%
-0.56%
ExitGENERAL ELECTRIC CO$0-248,500
-100.0%
-0.80%
ExitSHELL PLCspon ads$0-472,000
-100.0%
-0.88%
PG ExitPROCTER AND GAMBLE CO$0-278,000
-100.0%
-1.18%
TMO ExitTHERMO FISHER SCIENTIFIC INC$0-106,000
-100.0%
-1.56%
DHR ExitDANAHER CORPORATION$0-228,500
-100.0%
-1.64%
ExitKENVUE INC$0-3,872,000
-100.0%
-2.25%
MCO ExitMOODYS CORP$0-264,000
-100.0%
-2.42%
TDG ExitTRANSDIGM GROUP INC$0-136,500
-100.0%
-3.34%
AAPL ExitAPPLE INC$0-674,000
-100.0%
-3.34%
SPGI ExitS&P GLOBAL INC$0-376,000
-100.0%
-3.98%
UNP ExitUNION PAC CORP$0-792,000
-100.0%
-4.67%
ExitCANADIAN PACIFIC KANSAS CITY$0-2,174,000
-100.0%
-4.69%
MSFT ExitMICROSOFT CORP$0-2,046,000
-100.0%
-18.72%
AMZN ExitAMAZON COM INC$0-13,046,000
-100.0%
-48.07%
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-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
13F-HR2022-02-14
13F-HR2021-11-15

View Skye Global Management LP's complete filings history.

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