Skye Global Management LP
- SEC CIK
- 0001675884
- Latest filing
- Aug 14, 2026
Holdings in Q2 2021
Holdings as of Jun 30, 2021, filed Aug 16, 2021. Long positions only; changes compare share counts with Q1 2021.
- Positions
- 61
- +1 vs. Q1 2021
- Portfolio value
- $5.53B
- +$512.5M (+10.2%) vs. Q1 2021
| Security | Class | Shares | Value | % of portfolio | Share change | Action | History |
|---|---|---|---|---|---|---|---|
| MSFTMicrosoft Corp | Stock | 6,258,000 | $1.70B | 30.7% | +490,000+8.5% | Added | History |
| AMZNAmazon Com Inc | Stock | 409,500 | $1.41B | 25.5% | +122,500+42.7% | Added | History |
| GOOGLAlphabet Inc. | Stock | 278,000 | $678.8M | 12.3% | −117,000−29.6% | Reduced | History |
| WDAYWorkday, Inc. | CL A | 1,332,000 | $318.0M | 5.8% | +20,000+1.5% | Added | History |
| GOOGAlphabet Inc. | Stock | 89,500 | $224.3M | 4.1% | −41,000−31.4% | Reduced | History |
| GWREGuidewire Software, Inc. | COM | 1,618,000 | $182.4M | 3.3% | +1,008,000+165.2% | Added | History |
| VZVerizon Communications Inc | Stock | 2,379,000 | $133.3M | 2.4% | +1,729,000+266.0% | Added | History |
| TYLTyler Technologies Inc | COM | 217,500 | $98.4M | 1.8% | −86,700−28.5% | Reduced | History |
| DHRDanaher Corp | Stock | 303,000 | $81.3M | 1.5% | +97,000+47.1% | Added | History |
| CRMSalesforce, Inc. | Stock | 247,000 | $60.3M | 1.1% | +95,000+62.5% | Added | History |
| RSGRepublic Services, Inc. | COM | 501,000 | $55.1M | 1.0% | −146,000−22.6% | Reduced | History |
| UNPUnion Pacific Corp | Stock | 242,000 | $53.2M | 1.0% | −109,500−31.2% | Reduced | History |
| VEEVVeeva Systems Inc | Stock | 168,000 | $52.2M | 0.9% | −35,500−17.4% | Reduced | History |
| JDJD.com, Inc. | SPON ADS CL A | 650,000 | $51.9M | 0.9% | +102,000+18.6% | Added | History |
| WCNWaste Connections, Inc. | COM | 385,000 | $46.0M | 0.8% | −163,000−29.7% | Reduced | History |
| NFLXNetflix Inc | Stock | 66,700 | $35.2M | 0.6% | −259,400−79.5% | Reduced | History |
| METAMeta Platforms, Inc. | Stock | 97,000 | $33.7M | 0.6% | −62,000−39.0% | Reduced | History |
| SHOPShopify Inc. | Stock | 22,600 | $33.0M | 0.6% | +20,860+1,198.9% | Added | History |
| ZMZoom Communications, Inc. | Stock | 80,000 | $31.0M | 0.6% | −258,000−76.3% | Reduced | History |
| CPCanadian Pacific Kansas City Ltd | COM | 377,000 | $29.0M | 0.5% | +87,000+30.0% | AddedConverted for a 5-for-1 split | History |
| SESea Ltd | SPONSORD ADS | 96,000 | $26.4M | 0.5% | −44,000−31.4% | Reduced | History |
| COUPCoupa Software Inc | COM | 95,000 | $24.9M | 0.5% | +63,200+198.7% | Added | History |
| CNICanadian National Railway Co | Stock | 200,000 | $21.1M | 0.4% | +21,000+11.7% | Added | History |
| ADSKAutodesk, Inc. | COM | 64,000 | $18.7M | 0.3% | −31,500−33.0% | Reduced | History |
| ADBEAdobe Inc. | Stock | 26,500 | $15.5M | 0.3% | −18,400−41.0% | Reduced | History |
| LMTLockheed Martin Corp | Stock | 38,000 | $14.4M | 0.3% | +38,000 | New | History |
| ZZillow Group, Inc. | CL C CAP STK | 70,500 | $8.62M | 0.2% | +46,100+188.9% | Added | History |
| AXONAxon Enterprise, Inc. | COM | 46,400 | $8.20M | 0.1% | −45,600−49.6% | Reduced | History |
| DCTDuck Creek Technologies, Inc. | SHS | 184,500 | $8.03M | 0.1% | +157,400+580.8% | Added | History |
| PCORProcore Technologies, Inc. | COM | 84,500 | $8.02M | 0.1% | +84,500 | New | History |
| AAPLApple Inc. | Stock | 55,500 | $7.60M | 0.1% | +55,500 | New | History |
| TEAMAtlassian Corp | CL A | 26,900 | $6.91M | 0.1% | −9,200−25.5% | Reduced | History |
| TMOThermo Fisher Scientific Inc. | Stock | 13,000 | $6.56M | 0.1% | +9,600+282.4% | Added | History |
| ILMNIllumina, Inc. | COM | 10,800 | $5.11M | 0.1% | +10,800 | New | History |
| ANSSAnsys Inc | COM | 13,000 | $4.51M | 0.1% | −400−3.0% | Reduced | History |
| TWTRTwitter, Inc. | COM | 65,000 | $4.47M | 0.1% | +65,000 | New | History |
| DOCUDocuSign, Inc. | Stock | 15,400 | $4.30M | 0.1% | +4,400+40.0% | Added | History |
| SBACSba Communications Corp | CL A | 13,000 | $4.14M | 0.1% | −352,000−96.4% | Reduced | History |
| ACTGAcacia Research Corp | ACACIA TCH COM | 546,000 | $3.69M | 0.1% | +28,000+5.4% | Added | History |
| CSGPCostar Group, Inc. | COM | 43,000 | $3.56M | 0.1% | +43,000 | New | History |
| BHVNBiohaven Ltd. | COM | 30,600 | $2.97M | 0.1% | +30,600 | New | History |
| REYNReynolds Consumer Products Inc. | COM | 90,730 | $2.75M | <0.1% | −222,270−71.0% | Reduced | History |
| RVTYRevvity, Inc. | COM | 10,800 | $1.67M | <0.1% | +10,800 | New | History |
| WABWestinghouse Air Brake Technologies Corp | Stock | 19,300 | $1.59M | <0.1% | +19,300 | New | History |
| TDGTransDigm Group INC | COM | 2,150 | $1.39M | <0.1% | −1,150−34.8% | Reduced | History |
| RNLXYRenalytix plc | ADS | 39,000 | $1.20M | <0.1% | +17,000+77.3% | Added | History |
| NOWServiceNow, Inc. | Stock | 2,100 | $1.15M | <0.1% | −3,400−61.8% | Reduced | History |
| Dragoneer Growth Opportun CoG28302100 | COM CL A | 108,000 | $1.08M | <0.1% | +52,000+92.9% | Added | – |
| RETAReata Pharmaceuticals Inc | CL A | 6,500 | $920.0K | <0.1% | +6,500 | New | History |
| DOCSDoximity, Inc. | CL A | 15,000 | $873.0K | <0.1% | +15,000 | New | History |
| AURAurora Innovation, Inc. | CLASS A ORD SHS | 87,000 | $860.0K | <0.1% | +87,000 | New | History |
| DEDeere & Co | Stock | 2,200 | $776.0K | <0.1% | +2,200 | New | History |
| FATEFate Therapeutics Inc | COM | 8,800 | $764.0K | <0.1% | 00.0% | Unchanged | History |
| MRTXMirati Therapeutics, Inc. | COM | 4,400 | $711.0K | <0.1% | 00.0% | Unchanged | History |
| ARYDARYA Sciences Acquisition Corp IV | CL A | 64,000 | $686.0K | <0.1% | −500−0.8% | Reduced | History |
| BBIOBridgeBio Pharma, Inc. | COM | 11,000 | $671.0K | <0.1% | +11,000 | New | History |
| DNBDun & Bradstreet Holdings, Inc. | COM | 22,000 | $470.0K | <0.1% | +22,000 | New | History |
| DIBS1stdibs.com, Inc. | COM | 11,000 | $383.0K | <0.1% | +11,000 | New | History |
| SUISun Communities Inc | COM | 2,100 | $360.0K | <0.1% | +2,100 | New | History |
| NAUTNautilus Biotechnology, Inc. | COM | 35,000 | $354.0K | <0.1% | +35,000 | New | History |
| CHDChurch & Dwight Co Inc | COM | 4,000 | $341.0K | <0.1% | +4,000 | New | History |
Options (2)
Puts and calls in the same filing. Amounts are the market value of the underlying shares, which is what 13F reports.
Sold out since Q1 2021 (18)
Positions held at the end of Q1 2021 that are gone from this filing.
| Security | Class | Shares in Q1 2021 | Value in Q1 2021 | % of portfolio in Q1 2021 | History |
|---|---|---|---|---|---|
| AMTAmerican Tower Corp | REIT | 222,000 | $53.1M | 1.1% | History |
| PYPLPayPal Holdings, Inc. | Stock | 118,000 | $28.7M | 0.6% | History |
| VVisa Inc. | Stock | 49,500 | $10.5M | 0.2% | History |
| CDNSCadence Design Systems Inc | Stock | 75,000 | $10.3M | 0.2% | History |
| TMUST-Mobile US, Inc. | Stock | 54,500 | $6.83M | 0.1% | History |
| SNPSSynopsys Inc | COM | 25,900 | $6.42M | 0.1% | History |
| MAMastercard Inc | Stock | 12,900 | $4.59M | 0.1% | History |
| COSTCostco Wholesale Corp | Stock | 11,000 | $3.88M | 0.1% | History |
| HUBSHubSpot Inc | COM | 7,300 | $3.32M | 0.1% | History |
| PGProcter & Gamble Co | Stock | 18,300 | $2.48M | <0.1% | History |
| FSVFirstService Corp | COM | 15,900 | $2.36M | <0.1% | History |
| PRMWPrimo Water Corp | COM | 86,000 | $1.40M | <0.1% | History |
| TMETencent Music Entertainment Group | SPON ADS | 44,000 | $902.0K | <0.1% | History |
| NUANNuance Communications, Inc. | COM | 13,200 | $576.0K | <0.1% | History |
| Arya Sciences Acquisition CoG3166W106 | COM CL A | 25,000 | $345.0K | <0.1% | – |
| HCATHealth Catalyst, Inc. | COM | 5,400 | $253.0K | <0.1% | History |
| CDLXCardlytics, Inc. | COM | 2,200 | $241.0K | <0.1% | History |
| PLBYPlayboy, Inc. | COM | 11,000 | $215.0K | <0.1% | History |