Skye Global Management LP — Q2 2021 13F Holdings

Name: Skye Global Management LP — 13F Holdings, Q2 2021
Creator: AlphaSMO
License: https://www.sec.gov/forms

CIK: 0001675884

Total reported value

$5.0B

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Full holdings list this quarter

#	Ticker	Issuer	Asset Subclass	Weight	Weight Change	Shares Change
1	MSFT	Microsoft CORP	Stock-Tech	30.61%	-0.68%	+8.50%
2	AMZN	Amazon.com INC	Stock-Consumer Disc	25.43%	+2.36%	+42.68%
3	GOOGL	Alphabet Inc-cl A	Stock-Comm Services	12.26%	—	-37.96%
4	WDAY	Workday Inc-class A	Stock-Tech	5.74%	+0.14%	NEW
5	GOOG	Alphabet Inc-cl C	Stock-Comm Services	4.05%	—	-31.42%
6	GWRE	Guidewire Software INC	Stock-Tech	3.29%	—	+165.25%
7	VZ	Verizon Communications INC	Stock-Comm Services	2.41%	—	+266.00%
8	TYL	Tyler Technologies INC	Stock-Tech	1.78%	—	-28.50%
9	DHR	Danaher CORP	Stock-Healthcare	1.47%	+0.11%	+47.09%
10	CRM	Salesforce INC	Stock-Tech	1.09%	—	+62.50%
11	RSG	Republic Services INC	Stock-Industrials	1.00%	+0.17%	-22.57%
12	UNP	Union Pacific CORP	Stock-Industrials	0.96%	—	-31.15%
13	VEEV	Veeva Systems Inc-class A	Stock-Healthcare	0.94%	—	-17.44%
14	JD	Jd.com Inc-adr	Stock-Consumer Disc	0.94%	—	+18.61%
15	WCN	Waste Connections INC	Stock-Industrials	0.83%	+0.14%	-29.74%
16	NFLX	Netflix INC	Stock-Comm Services	0.77%	+0.23%	-79.32%
17	META	Meta Platforms Inc-class A	Stock-Comm Services	0.68%	-1.29%	EXIT
18	SHOP	Shopify INC - Class A	Stock-Tech	0.60%	—	+1198.85%
19	ZM	Zoom Communications INC	Stock-Tech	0.56%	—	-76.33%
20	CP	Canadian Pacific Kansa F	Stock-Industrials	0.52%	—	+550.00%
21	SE	Sea Ltd-adr	Stock-Comm Services	0.48%	-0.07%	-31.43%
22	COUPEUR	Coupa Software INC	Stock-Other	0.45%	—	+198.74%
23	CNI	Canadian Natl Railway Co	Stock-Industrials	0.38%	—	+11.73%
24	ADSK	Autodesk INC	Stock-Tech	0.34%	—	-32.98%
25	ADBE	Adobe INC	Stock-Tech	0.28%	—	-40.98%
26	LMT	Lockheed Martin CORP	Stock-Industrials	0.26%	—	—
27	Z	Zillow Group INC - C	Stock-Comm Services	0.16%	—	+188.93%
28	AXON	Axon Enterprise INC	Stock-Industrials	0.15%	—	-49.57%
29	✓	Duck Creek Technologies INC	Stock-Other	0.14%	—	+580.81%
30	PCOR	Procore Technologies INC	Stock-Tech	0.14%	—	—
31	AAPL	Apple INC	Stock-Tech	0.14%	+0.42%	NEW
32	TEAM	Atlassian Corporation	Stock-Tech	0.12%	—	-25.48%
33	TMO	Thermo Fisher Scientific INC	Stock-Healthcare	0.12%	+0.01%	+282.35%
34	ILMN	Illumina INC	Stock-Healthcare	0.09%	—	—
35	AKX	Ansys INC	Stock-Other	0.08%	—	-2.99%
36	TWTRUSD	Twitter INC	Stock-Other	0.08%	—	—
37	DOCU	Docusign INC	Stock-Tech	0.08%	—	+40.00%
38	SBAC	Sba Communications CORP	Stock-Real Estate	0.07%	—	-96.44%
39	ACTG	Acacia Research CORP	Stock-Other	0.07%	—	+5.41%
40	CSGP	Costar Group INC	Stock-Real Estate	0.06%	—	—
41	BHVN	Biohaven Ltd.	Stock-Other	0.05%	—	—
42	REYN	Reynolds Consumer Products I	Stock-Other	0.05%	—	-71.01%
43	RVTY	Revvity INC	Stock-Healthcare	0.03%	—	—
44	WAB	Wabtec CORP	Stock-Industrials	0.03%	—	—
45	TDG	Transdigm Group INC	Stock-Industrials	0.03%	-0.21%	-34.85%
46	RNLXUSD	Renalytix Ai Plc-adr	Stock-Other	0.02%	—	+77.27%
47	NOW	Servicenow INC	Stock-Tech	0.02%	—	-61.82%
48	✓	Dragoneer Growth Opportun Co	Stock-Other	0.02%	—	+92.86%
49	RETAEUR	Reata Pharmaceuticals Inc-a	Stock-Other	0.02%	—	—
50	DOCS	Doximity Inc-class A	Stock-Healthcare	0.02%	—	—

1–50 of 61

Holding changes this quarter

Position changes disclosed by Skye Global Management LP for the quarter ending Q2 2021, including ticker, issuer, weight change, shares change, and action
#	Ticker	Issuer	Weight Change	Shares Change	Action
1	MSFT	Microsoft CORP	—	EXIT	Sold out
2	GOOGL	Alphabet Inc-cl A	—	EXIT	Sold out
3	AMZN	Amazon.com INC	—	EXIT	Sold out
4	WDAY	Workday Inc-class A	—	EXIT	Sold out
5	GOOG	Alphabet Inc-cl C	—	EXIT	Sold out
6	NFLX	Netflix INC	—	EXIT	Sold out
7	TYL	Tyler Technologies INC	—	EXIT	Sold out
8	ZM	Zoom Communications INC	—	EXIT	Sold out
9	SBAC	Sba Communications CORP	—	EXIT	Sold out
10	UNP	Union Pacific CORP	—	EXIT	Sold out
11	RSG	Republic Services INC	—	EXIT	Sold out
12	META	Meta Platforms Inc-class A	—	EXIT	Sold out
13	GWRE	Guidewire Software INC	—	EXIT	Sold out
14	WCN	Waste Connections INC	—	EXIT	Sold out
15	VEEV	Veeva Systems Inc-class A	—	EXIT	Sold out
16	AMT	American Tower CORP	—	EXIT	Sold out
17	DHR	Danaher CORP	—	EXIT	Sold out
18	JD	Jd.com Inc-adr	—	EXIT	Sold out
19	VZ	Verizon Communications INC	—	EXIT	Sold out
20	CRM	Salesforce INC	—	EXIT	Sold out
21	SE	Sea Ltd-adr	—	EXIT	Sold out
22	PYPL	Paypal Holdings INC	—	EXIT	Sold out
23	ADSK	Autodesk INC	—	EXIT	Sold out
24	CP	Canadian Pacific Kansa F	—	EXIT	Sold out
25	ADBE	Adobe INC	—	EXIT	Sold out
26	CNI	Canadian Natl Railway Co	—	EXIT	Sold out
27	AXON	Axon Enterprise INC	—	EXIT	Sold out
28	V	Visa Inc-class A Shares	—	EXIT	Sold out
29	CDNS	Cadence Design Sys INC	—	EXIT	Sold out
30	REYN	Reynolds Consumer Products I	—	EXIT	Sold out
31	COUPEUR	Coupa Software INC	—	EXIT	Sold out
32	TEAM	Atlassian Corporation	—	EXIT	Sold out
33	TMUS	T-mobile US INC	—	EXIT	Sold out
34	SNPS	Synopsys INC	—	EXIT	Sold out
35	MA	Mastercard INC - A	—	EXIT	Sold out
36	AKX	Ansys INC	—	EXIT	Sold out
37	COST	Costco Wholesale CORP	—	EXIT	Sold out
38	ACTG	Acacia Research CORP	—	EXIT	Sold out
39	HUBS	Hubspot INC	—	EXIT	Sold out
40	Z	Zillow Group INC - C	—	EXIT	Sold out
41	NOW	Servicenow INC	—	EXIT	Sold out
42	PG	Procter & Gamble Co/the	—	EXIT	Sold out
43	FSV	Firstservice CORP	—	EXIT	Sold out
44	DOCU	Docusign INC	—	EXIT	Sold out
45	TDG	Transdigm Group INC	—	EXIT	Sold out
46	SHOP	Shopify INC - Class A	—	EXIT	Sold out
47	TMO	Thermo Fisher Scientific INC	—	EXIT	Sold out
48	BCBUSD	Primo Water CORP	—	EXIT	Sold out
49	✓	Duck Creek Technologies INC	—	EXIT	Sold out
50	TME	Tencent Music Entertainm-adr	—	EXIT	Sold out