13F-HR filed by Skye Global Management LP
Skye Global Management LP filed this 13F-HR for the quarter ended 2020-09-30, filed 2020-11-13, with 71 holding rows worth $3,878,539,000.
- Accession
- 0001420506-20-001265
- Filer
- CIK 1675884
- Filed
- 2020-11-13
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2020
A holdings report, 71 entries on the cover page, a total value of $3,878,539,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $3,878,539,000 with VALUE read as thousands by filing date, 13F file number 028-18413. The quarter's positions are built on this report. The resolved quarter.
The information table after summing rows of one CUSIP and put or call (H4), with the CUSIP and issuer name as filed. Values in dollars after the unit check (method).
| Issuer as filed | CUSIP | Class | Amount | Value | Value read as | Type |
|---|---|---|---|---|---|---|
| Microsoft Corp | 594918104 | COM | 3,662,000 | $770,228,000 | thousands by filing date | |
| META PLATFORMS INC CL A | 30303M102 | COM | 1,416,000 | $370,850,000 | thousands by filing date | |
| Verizon Communications Inc | 92343V104 | COM | 6,140,000 | $365,269,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 238,000 | $348,813,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 184,500 | $271,141,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 82,500 | $259,770,000 | thousands by filing date | |
| WORKDAY INC CL A | 98138H101 | Stock | 1,016,000 | $218,572,000 | thousands by filing date | |
| TYLER TECHNOLOGIES INC COM | 902252105 | Stock | 335,000 | $116,768,000 | thousands by filing date | |
| Netflix, Inc | 64110L106 | COM | 219,500 | $109,757,000 | thousands by filing date | |
| T-Mobile US,Inc. | 872590104 | COM | 876,000 | $100,179,000 | thousands by filing date | |
| GUIDEWIRE SOFTWARE INC COM | 40171V100 | Stock | 912,000 | $95,094,000 | thousands by filing date | |
| Uber Technologies | 90353T100 | COM | 2,358,000 | $86,020,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 54,300 | $79,582,000 | thousands by filing date | call |
| SBA COMMUNICATIONS CORP CL A | 78410G104 | REIT | 213,500 | $67,995,000 | thousands by filing date | |
| VEEVA SYS INC CL A COM | 922475108 | Stock | 164,000 | $46,115,000 | thousands by filing date | |
| Danaher Corporation | 235851102 | COM | 202,000 | $43,497,000 | thousands by filing date | |
| ATLASSIAN CORP | G06242104 | CL A | 223,500 | $40,630,000 | thousands by filing date | |
| REPUBLIC SVCS INC COM | 760759100 | Stock | 389,000 | $36,313,000 | thousands by filing date | |
| WASTE CONNECTIONS INC COM | 94106B101 | Stock | 344,000 | $35,707,000 | thousands by filing date | |
| AT&T Inc | 00206R102 | COM | 1,246,000 | $35,523,000 | thousands by filing date | |
| Netflix, Inc | 64110L106 | COM | 69,400 | $34,702,000 | thousands by filing date | call |
| CROWN CASTLE INC COM | 22822V101 | REIT | 196,000 | $32,634,000 | thousands by filing date | |
| AUTODESK INC COM | 052769106 | Stock | 134,000 | $30,955,000 | thousands by filing date | |
| Walt Disney Co | 254687106 | COM | 217,000 | $26,925,000 | thousands by filing date | |
| American Tower Corporation | 03027X100 | COM | 107,500 | $25,986,000 | thousands by filing date | |
| Booking Holdings Inc. | 09857L108 | COM | 12,400 | $21,212,000 | thousands by filing date | |
| MADISON SQUARE GRDN SPRT CORP CL A | 55825T103 | Stock | 138,000 | $20,766,000 | thousands by filing date | |
| MERCADOLIBREINC | 58733R102 | STOK | 15,200 | $16,454,000 | thousands by filing date | |
| META PLATFORMS INC CL A | 30303M102 | COM | 56,600 | $14,824,000 | thousands by filing date | call |
| SEA LTD | 81141R100 | SPONSORD ADS | 93,500 | $14,403,000 | thousands by filing date | |
| AXONENTERPRISEINC | 05464C101 | STOK | 145,500 | $13,197,000 | thousands by filing date | |
| Adobe Inc | 00724F101 | COM | 24,100 | $11,819,000 | thousands by filing date | |
| JD.COM INC SPON ADS CL A | 47215P106 | ADR | 123,000 | $9,546,000 | thousands by filing date | |
| COSTAR GROUP INC COM | 22160N109 | Stock | 10,800 | $9,164,000 | thousands by filing date | |
| COUPA SOFTWARE INCORPORATED | 22266L106 | COM | 33,000 | $9,050,000 | thousands by filing date | |
| Boeing Company | 097023105 | COM | 48,000 | $7,932,000 | thousands by filing date | |
| TAIWAN SEMICONDUCTOR MFG | 874039100 | SPONSORED ADS | 80,000 | $6,486,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 2,000 | $6,297,000 | thousands by filing date | call |
| SPOTIFYTECHNOLOGYSAF | L8681T102 | STOK | 25,500 | $6,186,000 | thousands by filing date | |
| NCINO INC | 63947U107 | COM | 77,000 | $6,135,000 | thousands by filing date | |
| Salesforce.com, Inc | 79466L302 | COM | 23,500 | $5,906,000 | thousands by filing date | |
| REYNOLDS CONSUMER PRODS INC COM | 76171L106 | Stock | 185,000 | $5,665,000 | thousands by filing date | |
| DUCK CREEK TECHNOLOGIES INC | 264120106 | SHS | 120,000 | $5,452,000 | thousands by filing date | |
| CME Group Inc. Class A | 12572Q105 | COM | 22,450 | $3,756,000 | thousands by filing date | |
| Intercontinental Exchange,Inc. | 45866F104 | COM | 36,500 | $3,652,000 | thousands by filing date | |
| ROPER TECHNOLOGIES INC COM | 776696106 | Stock | 7,000 | $2,766,000 | thousands by filing date | |
| ATLASSIAN CORP | G06242104 | CL A | 14,600 | $2,654,000 | thousands by filing date | call |
| ILLUMINA INC | 452327109 | COM | 7,500 | $2,318,000 | thousands by filing date | |
| PAYPALHLDGSINC | 70450Y103 | STOK | 11,600 | $2,286,000 | thousands by filing date | |
| TWITTER INC | 90184L102 | COM | 51,000 | $2,270,000 | thousands by filing date | |
| TRANSDIGM GROUP INC COM | 893641100 | Stock | 4,600 | $2,186,000 | thousands by filing date | |
| ANSYS INC COM | 03662Q105 | COM | 5,800 | $1,898,000 | thousands by filing date | |
| ANAPLAN INC | 03272L108 | COM | 23,000 | $1,439,000 | thousands by filing date | |
| GENERAL ELEC CO | 369604103 | COM | 220,000 | $1,371,000 | thousands by filing date | |
| ANGI INC CLASS A | 00183L102 | CL A | 116,000 | $1,288,000 | thousands by filing date | |
| FIRSTSERVICE CORP NEW COM | 33767E202 | Stock | 9,200 | $1,213,000 | thousands by filing date | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 2,600 | $1,148,000 | thousands by filing date | |
| CARVANA CO CL A | 146869102 | Stock | 4,600 | $1,026,000 | thousands by filing date | |
| NEW YORK TIMES CO MTN BE CL A | 650111107 | Stock | 23,000 | $984,000 | thousands by filing date | |
| FARFETCH LTD | 30744W107 | ORD SH CL A | 36,000 | $906,000 | thousands by filing date | |
| VAPOTHERM INC | 922107107 | COM | 24,000 | $696,000 | thousands by filing date | |
| DATADOGINCCLASSA | 23804L103 | STOK | 6,800 | $695,000 | thousands by filing date | |
| Cannae Holdings, Inc. | 13765N107 | Common Stock, $0.0001 par value | 18,000 | $671,000 | thousands by filing date | |
| BALCHEM CORP | 057665200 | COM | 6,500 | $635,000 | thousands by filing date | |
| SHIFT4 PMTS INC CL A | 82452J109 | Stock | 13,000 | $629,000 | thousands by filing date | |
| BLACK KNIGHT INC COM | 09215C105 | Stock | 7,000 | $609,000 | thousands by filing date | |
| SUN CMNTYS INC COM | 866674104 | REIT | 3,400 | $478,000 | thousands by filing date | |
| ZILLOW GROUP INC CL C CAP STK | 98954M200 | Stock | 4,600 | $467,000 | thousands by filing date | |
| APPFOLIO INC | 03783C100 | COM CL A | 2,900 | $411,000 | thousands by filing date | |
| UNITY SOFTWARE INC COM | 91332U101 | Stock | 3,400 | $297,000 | thousands by filing date | |
| ARYA SCIENCES ACQUISITION CO | G3166W106 | COM CL A | 25,000 | $271,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001420506-20-001265 | this filing | 2020-11-13 | acceptance time not in the bulk data set |