13F-HR filed by Skye Global Management LP
Skye Global Management LP filed this 13F-HR for the quarter ended 2021-09-30, filed 2021-11-15, with 60 holding rows worth $5,952,851,000.
- Accession
- 0001420506-21-001621
- Filer
- CIK 1675884
- Filed
- 2021-11-15
- Accepted by EDGAR
- acceptance time not in the bulk data set
- Ingested
- Source
- SEC quarterly data set
13F report for Q3 2021
A holdings report, 60 entries on the cover page, a total value of $5,952,851,000 stated on the cover page (in dollars after the unit check, H1), rows summing to $5,952,851,000 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 |
|---|---|---|---|---|---|---|
| Amazon.com, Inc | 023135106 | COM | 492,500 | $1,617,882,000 | thousands by filing date | |
| Microsoft Corp | 594918104 | COM | 5,620,000 | $1,584,390,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares A | 02079K305 | COM | 312,000 | $834,138,000 | thousands by filing date | |
| Verizon Communications Inc | 92343V104 | COM | 5,228,000 | $282,364,000 | thousands by filing date | |
| GUIDEWIRE SOFTWARE INC COM | 40171V100 | Stock | 2,078,000 | $247,012,000 | thousands by filing date | |
| Alphabet Inc. Reg. Shares C | 02079K107 | COM | 86,500 | $230,549,000 | thousands by filing date | |
| WORKDAY INC CL A | 98138H101 | Stock | 834,000 | $208,408,000 | thousands by filing date | |
| BRITISH AMERN TOB PLC SPONSORED ADR | 110448107 | ADR | 2,000,000 | $70,560,000 | thousands by filing date | |
| REPUBLIC SVCS INC COM | 760759100 | Stock | 510,000 | $61,231,000 | thousands by filing date | |
| TYLER TECHNOLOGIES INC COM | 902252105 | Stock | 132,500 | $60,771,000 | thousands by filing date | |
| INSTRUCTURE HLDGS INC | 457790103 | COM | 2,568,000 | $58,011,000 | thousands by filing date | |
| Altria Group Inc | 02209S103 | COM | 1,258,500 | $57,287,000 | thousands by filing date | |
| VEEVA SYS INC CL A COM | 922475108 | Stock | 174,000 | $50,142,000 | thousands by filing date | |
| Danaher Corporation | 235851102 | COM | 158,500 | $48,254,000 | thousands by filing date | |
| WASTE CONNECTIONS INC COM | 94106B101 | Stock | 372,000 | $46,846,000 | thousands by filing date | |
| SHOPIFY INC | 82509L107 | CL A SUB VTG SHS | 33,500 | $45,419,000 | thousands by filing date | |
| Lockheed Martin Corporation | 539830109 | COM | 130,000 | $44,863,000 | thousands by filing date | |
| CANADIAN PACIFIC RAILWAYS | 13645T100 | COM | 569,000 | $37,025,000 | thousands by filing date | |
| SEA LTD | 81141R100 | SPONSORD ADS | 94,000 | $29,961,000 | thousands by filing date | |
| ZOOM COMMUNICATIONS INC CL A | 98980L101 | Stock | 112,500 | $29,419,000 | thousands by filing date | |
| FIVE9 INC | 338307101 | COM | 152,000 | $24,280,000 | thousands by filing date | |
| Apple Inc | 037833100 | COM | 161,500 | $22,852,000 | thousands by filing date | |
| META PLATFORMS INC CL A | 30303M102 | COM | 64,500 | $21,891,000 | thousands by filing date | |
| Adobe Inc | 00724F101 | COM | 38,000 | $21,877,000 | thousands by filing date | |
| AUTODESK INC COM | 052769106 | Stock | 66,500 | $18,964,000 | thousands by filing date | |
| UnitedHealth Group Inc | 91324P102 | COM | 45,800 | $17,896,000 | thousands by filing date | |
| ATLASSIAN CORP | G06242104 | CL A | 40,000 | $15,657,000 | thousands by filing date | |
| Salesforce.com, Inc | 79466L302 | COM | 53,500 | $14,510,000 | thousands by filing date | |
| PROCORE TECHNOLOGIES INC COM | 74275K108 | Stock | 152,000 | $13,580,000 | thousands by filing date | |
| United Parcel Service,Inc. Class B | 911312106 | COM | 70,000 | $12,747,000 | thousands by filing date | |
| Thermo Fisher Scientific Inc. | 883556102 | COM | 20,300 | $11,598,000 | thousands by filing date | |
| AVID TECHNOLOGY INC | 05367P100 | COM | 321,379 | $9,294,000 | thousands by filing date | |
| REINVENT TECHNOLOGY PARTNERS | G7484L106 | CLASS A ORD SHS | 920,000 | $9,136,000 | thousands by filing date | |
| ANSYS INC COM | 03662Q105 | COM | 21,800 | $7,422,000 | thousands by filing date | |
| DUCK CREEK TECHNOLOGIES INC | 264120106 | SHS | 162,500 | $7,189,000 | thousands by filing date | |
| T-Mobile US,Inc. | 872590104 | COM | 54,500 | $6,963,000 | thousands by filing date | |
| ACTVISION BLIZZARD INC | 00507V109 | COM | 87,000 | $6,733,000 | thousands by filing date | |
| OKTAINCCLASSA | 679295105 | STOK | 26,400 | $6,266,000 | thousands by filing date | |
| MOODYS CORP COM | 615369105 | Stock | 17,400 | $6,179,000 | thousands by filing date | |
| ZILLOW GROUP INC CL C CAP STK | 98954M200 | Stock | 60,000 | $5,288,000 | thousands by filing date | |
| TAKE-TWO INTERACTIVE SOFTWARE COM | 874054109 | Stock | 33,000 | $5,084,000 | thousands by filing date | |
| S&P Global,Inc. | 78409V104 | COM | 10,900 | $4,631,000 | thousands by filing date | |
| Netflix, Inc | 64110L106 | COM | 6,500 | $3,967,000 | thousands by filing date | |
| SERA PROGNOSTICS INC | 81749D107 | CMN | 356,000 | $3,955,000 | thousands by filing date | |
| COUPA SOFTWARE INCORPORATED | 22266L106 | COM | 16,300 | $3,573,000 | thousands by filing date | |
| ServiceNow,Inc. | 81762P102 | COM | 5,450 | $3,391,000 | thousands by filing date | |
| NCR VOYIX CORPORATION | 62886E108 | COM | 87,000 | $3,372,000 | thousands by filing date | |
| CARVANA CO CL A | 146869102 | Stock | 10,900 | $3,287,000 | thousands by filing date | |
| TRANSDIGM GROUP INC COM | 893641100 | Stock | 4,300 | $2,686,000 | thousands by filing date | |
| REYNOLDS CONSUMER PRODS INC COM | 76171L106 | Stock | 90,730 | $2,481,000 | thousands by filing date | |
| SMITH & WESSON BRANDS INC | 831754106 | COM | 98,000 | $2,034,000 | thousands by filing date | |
| APPFOLIO INC | 03783C100 | COM CL A | 13,100 | $1,577,000 | thousands by filing date | |
| AXONENTERPRISEINC | 05464C101 | STOK | 8,600 | $1,505,000 | thousands by filing date | |
| COSTAR GROUP INC COM | 22160N109 | Stock | 17,300 | $1,489,000 | thousands by filing date | |
| SBA COMMUNICATIONS CORP CL A | 78410G104 | REIT | 4,300 | $1,421,000 | thousands by filing date | |
| COUPANG INC | 22266T109 | CL A | 43,500 | $1,211,000 | thousands by filing date | |
| WABTEC COM | 929740108 | Stock | 13,100 | $1,129,000 | thousands by filing date | |
| KHOSLA VENTURES ACQUSTN CO I | 482505104 | COM CL A | 54,500 | $555,000 | thousands by filing date | |
| DUN & BRADSTREET HLDGS INC | 26484T106 | COM | 22,000 | $370,000 | thousands by filing date | |
| NAUTILUS BIOTECHNOLOGY INC | 63909J108 | COM | 45,500 | $279,000 | thousands by filing date |
Amendment chain
| Filing | Role | Filed | Accepted | Ingested |
|---|---|---|---|---|
| 13F-HR 0001420506-21-001621 | this filing | 2021-11-15 | acceptance time not in the bulk data set |