13F HOLDINGS REPORT
Skye Global Management LP
Quarter ended Q1 2023 · Filed February 14, 2023 · Accession 0001420506-23-000543
Total Value
$2.91B
Positions
19
Other Managers
0
Confidential Omitted
No
Holdings (19)
| # | Issuer | Ticker / CUSIP | Shares | Value | % of Filing |
|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 14,518,500 | $1.22B | 41.97% |
| 2 | MICROSOFT CORP | MSFT | 4,838,500 | $1.16B | 39.94% |
| 3 | ALPHABET INC | GOOG | 1,942,000 | $171.3M | 5.90% |
| 4 | GUIDEWIRE SOFTWARE INC | GWRE | 2,050,000 | $128.2M | 4.41% |
| 5 | S&P GLOBAL INC | SPGI | 306,000 | $102.5M | 3.53% |
| 6 | MOODYS CORP | MCO | 245,500 | $68.4M | 2.35% |
| 7 | TYLER TECHNOLOGIES INC | TYL | 50,000 | $16.1M | 0.55% |
| 8 | SHOPIFY INC | SHOP | 334,500 | $11.6M | 0.40% |
| 9 | APPLE INC | AAPL | 52,000 | $6.8M | 0.23% |
| 10 | VEEVA SYS INC | VEEV | 39,200 | $6.3M | 0.22% |
| 11 | ADOBE SYSTEMS INCORPORATED | ADBE | 13,000 | $4.4M | 0.15% |
| 12 | WORKDAY INC | WDAY | 16,000 | $2.7M | 0.09% |
| 13 | AURORA INNOVATION INC | AUROW | 2,102,500 | $2.5M | 0.09% |
| 14 | DANAHER CORPORATION | 235851102 | 5,200 | $1.4M | 0.05% |
| 15 | TAIWAN SEMICONDUCTOR MFG LTD | 874039100 | 15,600 | $1.2M | 0.04% |
| 16 | CME GROUP INC | CME | 5,200 | $874,432 | 0.03% |
| 17 | PROCTER AND GAMBLE CO | 742718109 | 5,200 | $788,112 | 0.03% |
| 18 | SERA PROGNOSTICS INC | SERA | 332,500 | $418,950 | 0.01% |
| 19 | NAUTILUS BIOTECHNOLOGY INC | NAUT | 56,700 | $102,060 | 0.00% |