13F-HR filed by Skye Global Management LP
Skye Global Management LP filed this 13F-HR for the quarter ended 2021-03-31, filed 2021-05-14, with 63 holding rows worth $5,174,257,000.
- Accession
- 0001420506-21-000642
- Filer
- CIK 1675884
- Filed
- 2021-05-14
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q1 2021
A holdings report, 63 entries on the cover page, a total value of $5,174,257,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $5,174,257,000 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 | 5,768,000 | $1,359,921,000 | thousands by filing date | |
| Amazon.com, Inc | 023135106 | COM | 287,000 | $888,001,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 395,000 | $814,695,000 | thousands by filing date | |
| WORKDAY INC CL A | 98138H101 | Stock | 1,312,000 | $325,940,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 130,500 | $269,956,000 | thousands by filing date | |
| Netflix, Inc | 64110L106 | COM | 326,100 | $170,113,000 | thousands by filing date | |
| TYLER TECHNOLOGIES INC COM | 902252105 | Stock | 304,200 | $129,142,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 53,100 | $109,520,000 | thousands by filing date | call |
| ZOOM COMMUNICATIONS INC CL A | 98980L101 | Stock | 338,000 | $108,596,000 | thousands by filing date | |
| SBA COMMUNICATIONS CORP CL A | 78410G104 | REIT | 365,000 | $101,306,000 | thousands by filing date | |
| Union Pacific Corporation | 907818108 | COM | 351,500 | $77,474,000 | thousands by filing date | |
| REPUBLIC SVCS INC COM | 760759100 | Stock | 647,000 | $64,279,000 | thousands by filing date | |
| GUIDEWIRE SOFTWARE INC COM | 40171V100 | Stock | 610,000 | $61,994,000 | thousands by filing date | |
| WASTE CONNECTIONS INC COM | 94106B101 | Stock | 548,000 | $59,173,000 | thousands by filing date | |
| VEEVA SYS INC CL A COM | 922475108 | Stock | 203,500 | $53,162,000 | thousands by filing date | |
| American Tower Corporation | 03027X100 | COM | 222,000 | $53,071,000 | thousands by filing date | |
| META PLATFORMS INC CL A | 30303M102 | COM | 159,000 | $46,830,000 | thousands by filing date | |
| Danaher Corporation | 235851102 | COM | 206,000 | $46,366,000 | thousands by filing date | |
| JD.COM INC SPON ADS CL A | 47215P106 | ADR | 548,000 | $46,213,000 | thousands by filing date | |
| Verizon Communications Inc | 92343V104 | COM | 650,000 | $37,798,000 | thousands by filing date | |
| Netflix, Inc | 64110L106 | COM | 63,200 | $32,969,000 | thousands by filing date | call |
| Salesforce.com, Inc | 79466L302 | COM | 152,000 | $32,204,000 | thousands by filing date | |
| SEA LTD | 81141R100 | SPONSORD ADS | 140,000 | $31,252,000 | thousands by filing date | |
| PAYPALHLDGSINC | 70450Y103 | STOK | 118,000 | $28,655,000 | thousands by filing date | |
| AUTODESK INC COM | 052769106 | Stock | 95,500 | $26,468,000 | thousands by filing date | |
| CANADIAN PACIFIC RAILWAYS | 13645T100 | COM | 58,000 | $21,999,000 | thousands by filing date | |
| Adobe Inc | 00724F101 | COM | 44,900 | $21,344,000 | thousands by filing date | |
| CANADIANNATLRYCOF | 136375102 | STOK | 179,000 | $20,760,000 | thousands by filing date | |
| META PLATFORMS INC CL A | 30303M102 | COM | 55,400 | $16,317,000 | thousands by filing date | call |
| AXONENTERPRISEINC | 05464C101 | STOK | 92,000 | $13,103,000 | thousands by filing date | |
| Visa Inc | 92826C839 | COM | 49,500 | $10,481,000 | thousands by filing date | |
| CADENCE DESIGN SYSTEM INC COM | 127387108 | Stock | 75,000 | $10,274,000 | thousands by filing date | |
| REYNOLDS CONSUMER PRODS INC COM | 76171L106 | Stock | 313,000 | $9,321,000 | thousands by filing date | |
| COUPA SOFTWARE INCORPORATED | 22266L106 | COM | 31,800 | $8,092,000 | thousands by filing date | |
| ATLASSIAN CORP | G06242104 | CL A | 36,100 | $7,608,000 | thousands by filing date | |
| T-Mobile US,Inc. | 872590104 | COM | 54,500 | $6,828,000 | thousands by filing date | |
| SYNOPSYS INC COM | 871607107 | Stock | 25,900 | $6,418,000 | thousands by filing date | |
| MasterCard, Inc | 57636Q104 | COM | 12,900 | $4,593,000 | thousands by filing date | |
| ANSYS INC COM | 03662Q105 | COM | 13,400 | $4,550,000 | thousands by filing date | |
| Costco Wholesale Corporation | 22160K105 | COM | 11,000 | $3,877,000 | thousands by filing date | |
| ACACIA RESEARCH CORP | 003881307 | COMMON STOCK | 518,000 | $3,445,000 | thousands by filing date | |
| HUBSPOTINC | 443573100 | STOK | 7,300 | $3,316,000 | thousands by filing date | |
| ZILLOW GROUP INC CL C CAP STK | 98954M200 | Stock | 24,400 | $3,163,000 | thousands by filing date | |
| ServiceNow,Inc. | 81762P102 | COM | 5,500 | $2,751,000 | thousands by filing date | |
| Procter & Gamble Co | 742718109 | COM | 18,300 | $2,478,000 | thousands by filing date | |
| FIRSTSERVICE CORP NEW COM | 33767E202 | Stock | 15,900 | $2,356,000 | thousands by filing date | |
| DOCUSIGN INC COM | 256163106 | Stock | 11,000 | $2,227,000 | thousands by filing date | |
| TRANSDIGM GROUP INC COM | 893641100 | Stock | 3,300 | $1,940,000 | thousands by filing date | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 1,740 | $1,925,000 | thousands by filing date | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 3,400 | $1,552,000 | thousands by filing date | |
| PRIMO WATER CORPORATION | 74167P108 | COM | 86,000 | $1,398,000 | thousands by filing date | |
| DUCK CREEK TECHNOLOGIES INC | 264120106 | SHS | 27,100 | $1,223,000 | thousands by filing date | |
| TENCENT MUSIC ENTMT GROUP SPON ADS | 88034P109 | ADR | 44,000 | $902,000 | thousands by filing date | |
| MIRATI THERAPEUTICS INC | 60468T105 | COM | 4,400 | $754,000 | thousands by filing date | |
| FATE THERAPEUTICS INC | 31189P102 | COM | 8,800 | $726,000 | thousands by filing date | |
| ARYA SCIENCES ACQU CORP IV | G31659108 | COM | 64,500 | $675,000 | thousands by filing date | |
| NUANCE COMMUNICATIONS INC | 67020Y100 | COM | 13,200 | $576,000 | thousands by filing date | |
| DRAGONEER GROWTH OPPORTUN CO COM | G28302100 | CL A | 56,000 | $568,000 | thousands by filing date | |
| Renalytix PLC | 75973T101 | ADS | 22,000 | $565,000 | thousands by filing date | |
| ARYA SCIENCES ACQUISITION CO | G3166W106 | COM CL A | 25,000 | $345,000 | thousands by filing date | |
| HEALTH CATALYST INC | 42225T107 | COM | 5,400 | $253,000 | thousands by filing date | |
| CARDLYTICS INC | 14161W105 | COM | 2,200 | $241,000 | thousands by filing date | |
| PLAYBOY INC | 72814P109 | COM | 11,000 | $215,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001420506-21-000642 | this filing | 2021-05-14 | acceptance time not in the bulk data set |