Filed: 2/14/2023ACC: 0001420506-23-000543
📋 What this filing means
SKYE GLOBAL MANAGEMENT LP filed this quarterly 13F‑HR report disclosing 19 equity positions with a total reported market value of $2.91B. This filing provides a transparent view of the manager's long equity holdings as of the quarter end.
19
Positions
$2.91B
Total AUM (reported)
26.93M
Total Shares
Allocation by class
COM$2.71B93.3%
CAP STK CL A$171.34M5.9%
CL A$14.29M0.5%
CL A COM$6.33M0.2%
CLASS A COM$2.96M0.1%
SPONSORED ADS$1.16M0.0%
Portfolio Concentration
Top 3$2.55B87.8%
4–10$339.95M11.7%
11–25$14.32M0.5%
Top 3 weight
87.8%
Top 10 weight
99.5%
Voting Authority Distribution
Total shares with voting rights: 26.93M
Sole
Full voting authority
26.93M
shares
% of voting shares100.0%
Shared
Joint voting authority
0.00
shares
% of voting shares0.0%
None
No voting authority
0.00
shares
% of voting shares0.0%
Investment Discretion (by position count)
Sole19
Shared0
Other0
Dominant voting typeSole · 100.0% of voting shares
Institutional Holdings19
Rows:
AMAZON COM INC
SOLEShares14.52M
TypeSH
Market value$1.22B
41.97%
Sole
14.52M
Shared
0.00
None
0.00
MICROSOFT CORP
SOLEShares4.84M
TypeSH
Market value$1.16B
39.94%
Sole
4.84M
Shared
0.00
None
0.00
ALPHABET INC
SOLEShares1.94M
TypeSH
Market value$171.34M
5.90%
Sole
1.94M
Shared
0.00
None
0.00
GUIDEWIRE SOFTWARE INC
SOLEShares2.05M
TypeSH
Market value$128.25M
4.41%
Sole
2.05M
Shared
0.00
None
0.00
S&P GLOBAL INC
SOLEShares306K
TypeSH
Market value$102.49M
3.53%
Sole
306K
Shared
0.00
None
0.00
MOODYS CORP
SOLEShares245.50K
TypeSH
Market value$68.40M
2.35%
Sole
245.50K
Shared
0.00
None
0.00
TYLER TECHNOLOGIES INC
SOLEShares50K
TypeSH
Market value$16.12M
0.55%
Sole
50K
Shared
0.00
None
0.00
SHOPIFY INC
SOLEShares334.50K
TypeSH
Market value$11.61M
0.40%
Sole
334.50K
Shared
0.00
None
0.00
APPLE INC
SOLEShares52K
TypeSH
Market value$6.76M
0.23%
Sole
52K
Shared
0.00
None
0.00
VEEVA SYS INC
SOLEShares39.20K
TypeSH
Market value$6.33M
0.22%
Sole
39.20K
Shared
0.00
None
0.00
ADOBE SYSTEMS INCORPORATED
SOLEShares13K
TypeSH
Market value$4.37M
0.15%
Sole
13K
Shared
0.00
None
0.00
WORKDAY INC
SOLEShares16K
TypeSH
Market value$2.68M
0.09%
Sole
16K
Shared
0.00
None
0.00
AURORA INNOVATION INC
SOLEShares2.10M
TypeSH
Market value$2.54M
0.09%
Sole
2.10M
Shared
0.00
None
0.00
DANAHER CORPORATION
SOLEShares5.20K
TypeSH
Market value$1.38M
0.05%
Sole
5.20K
Shared
0.00
None
0.00
TAIWAN SEMICONDUCTOR MFG LTD
SOLEShares15.60K
TypeSH
Market value$1.16M
0.04%
Sole
15.60K
Shared
0.00
None
0.00
CME GROUP INC
SOLEShares5.20K
TypeSH
Market value$874.4K
0.03%
Sole
5.20K
Shared
0.00
None
0.00
PROCTER AND GAMBLE CO
SOLEShares5.20K
TypeSH
Market value$788.1K
0.03%
Sole
5.20K
Shared
0.00
None
0.00
SERA PROGNOSTICS INC
SOLEShares332.50K
TypeSH
Market value$418.9K
0.01%
Sole
332.50K
Shared
0.00
None
0.00
NAUTILUS BIOTECHNOLOGY INC
SOLEShares56.70K
TypeSH
Market value$102.1K
<0.01%
Sole
56.70K
Shared
0.00
None
0.00
| Issuer | Class | Shares | Type | Value / Portfolio % | Voting — Sole | Shared | None |
|---|---|---|---|---|---|---|---|
AMAZON COM INCSOLE | COM | 14.52M | SH | $1.22B 41.97% | 14.52M | 0.00 | 0.00 |
MICROSOFT CORPSOLE | COM | 4.84M | SH | $1.16B 39.94% | 4.84M | 0.00 | 0.00 |
ALPHABET INCSOLE | CAP STK CL A | 1.94M | SH | $171.34M 5.90% | 1.94M | 0.00 | 0.00 |
GUIDEWIRE SOFTWARE INCSOLE | COM | 2.05M | SH | $128.25M 4.41% | 2.05M | 0.00 | 0.00 |
S&P GLOBAL INCSOLE | COM | 306K | SH | $102.49M 3.53% | 306K | 0.00 | 0.00 |
MOODYS CORPSOLE | COM | 245.50K | SH | $68.40M 2.35% | 245.50K | 0.00 | 0.00 |
TYLER TECHNOLOGIES INCSOLE | COM | 50K | SH | $16.12M 0.55% | 50K | 0.00 | 0.00 |
SHOPIFY INCSOLE | CL A | 334.50K | SH | $11.61M 0.40% | 334.50K | 0.00 | 0.00 |
APPLE INCSOLE | COM | 52K | SH | $6.76M 0.23% | 52K | 0.00 | 0.00 |
VEEVA SYS INCSOLE | CL A COM | 39.20K | SH | $6.33M 0.22% | 39.20K | 0.00 | 0.00 |
ADOBE SYSTEMS INCORPORATEDSOLE | COM | 13K | SH | $4.37M 0.15% | 13K | 0.00 | 0.00 |
WORKDAY INCSOLE | CL A | 16K | SH | $2.68M 0.09% | 16K | 0.00 | 0.00 |
AURORA INNOVATION INCSOLE | CLASS A COM | 2.10M | SH | $2.54M 0.09% | 2.10M | 0.00 | 0.00 |
DANAHER CORPORATIONSOLE | COM | 5.20K | SH | $1.38M 0.05% | 5.20K | 0.00 | 0.00 |
TAIWAN SEMICONDUCTOR MFG LTDSOLE | SPONSORED ADS | 15.60K | SH | $1.16M 0.04% | 15.60K | 0.00 | 0.00 |
CME GROUP INCSOLE | COM | 5.20K | SH | $874.4K 0.03% | 5.20K | 0.00 | 0.00 |
PROCTER AND GAMBLE COSOLE | COM | 5.20K | SH | $788.1K 0.03% | 5.20K | 0.00 | 0.00 |
SERA PROGNOSTICS INCSOLE | CLASS A COM | 332.50K | SH | $418.9K 0.01% | 332.50K | 0.00 | 0.00 |
NAUTILUS BIOTECHNOLOGY INCSOLE | COM | 56.70K | SH | $102.1K <0.01% | 56.70K | 0.00 | 0.00 |