SEC 13F Intelligence

Managers / Q3 2020 · view latest →

Skye Global Management LP

CIK 0001675884 · 777 S. FLAGLER DRIVE, PHILLIPS POINT, WEST TOWER, SUITE 1405, WEST PALM BEACH, FL, 33401 · (212) 256-8922

Reported Value
$3.9B
Q3 2020
Positions
71
Filings on Record
31
2019–present window
Filed
Nov 13, 2020
original filing

Summary

Skye Global Management LP reported $3.9B in U.S.-listed holdings across 71 positions for Q3 2020.

Its largest position, MSFT, represents 19.9% of the portfolio.

Compared with Q2 2020, the fund opened 21 new positions and exited 17.

Portfolio Metrics

Turnover
+7.6%
vs prior filed quarter
Top-10 Concentration
+75.6%
share of reported value
Largest Position
+19.9%
Microsoft
New / Exited
21 / 17
positions this quarter

Methodology: turnover is min(value bought, value sold) ÷ average reported value across the two quarters — value-based, so market moves inflate it slightly versus a share-based measure. Concentration and largest position are shares of the filing’s total reported value, options excluded. New/exited counts compare against the prior filed quarter. All figures derive solely from the fund’s 13F filings.

Reported Value by Quarter

13F Reported Value
Q4 ’18: $495MQ4 ’18Q1 ’19: $814MQ2 ’19: $941MQ3 ’19: $1.0BQ4 ’19: $1.0BQ4 ’19Q1 ’20: $1.3BQ2 ’20: $2.6BQ3 ’20: $3.9BQ4 ’20: $4.3BQ4 ’20Q1 ’21: $5.2BQ2 ’21: $5.5BQ3 ’21: $6.0BQ4 ’21: $6.0BQ4 ’21Q1 ’22: $6.1BQ2 ’22: $4.6BQ3 ’22: $4.3BQ4 ’22: $2.9BQ4 ’22Q1 ’23: $3.1BQ2 ’23: $3.6BQ3 ’23: $3.5BQ4 ’23: $3.5BQ4 ’23Q1 ’24: $4.2BQ2 ’24: $4.4BQ3 ’24: $4.1BQ4 ’24: $4.8BQ4 ’24Q1 ’25: $3.8BQ2 ’25: $5.7BQ3 ’25: $5.0BQ4 ’25: $5.4BQ4 ’25Q1 ’26: $5.0Bfilingsflow.com

Portfolio Composition

By security type
Common Stock: 94.5%REIT: 3.3%Other: 1.5%ADR: 0.8%
  • Common Stock · 94.5% · $3.7B
  • REIT · 3.3% · $127M
  • Other · 1.5% · $57M
  • ADR · 0.8% · $30M

Quarter-over-Quarter Changes full breakdown →

vs Q2 2020 (amended baseline)

IssuerMoveShare ΔShares nowValue ΔValue now
TAT&T INCNEW+1.25M1.25M+$36M$36M
8CWCROWN CASTLE INTL CORP NEWNEW+196.0K196.0K+$33M$33M
DISDISNEY WALT CONEW+217.0K217.0K+$27M$27M
BKNGBOOKING HOLDINGS INCNEW+12.4K12.4K+$21M$21M
BABOEING CONEW+48.0K48.0K+$8M$8M
TSMTAIWAN SEMICONDUCTOR MFG LTDNEW+80.0K80.0K+$6M$6M
NCINO INCNEW+77.0K77.0K+$6M$6M
DUCK CREEK TECHNOLOGIES INCNEW+120.0K120.0K+$5M$5M

Value changes conflate price moves with buying and selling — share changes are the real signal. Share counts are not split-adjusted.

Holdings — Q3 2020

44 positions
Export to Excel
#IssuerClass% PortfolioValue ↓Shares
1MSFTMICROSOFT CORPhistory →COM19.86%$770M3.66M
2GOOGLALPHABET INCCAP STK CL A · CAP STK CL C15.98%$620M422.5K
3METAFACEBOOK INChistory →CL A9.56%$371M1.42M
4BACVERIZON COMMUNICATIONS INChistory →COM9.42%$365M6.14M
5AMZNAMAZON COM INChistory →COM6.70%$260M82.5K
6WDAYWORKDAY INChistory →CL A5.64%$219M1.02M
7TYLTYLER TECHNOLOGIES INChistory →COM3.01%$117M335.0K
8NFLXNETFLIX INChistory →COM2.83%$110M219.5K
9TMUST-MOBILE US INChistory →COM2.58%$100M876.0K
10GWREGUIDEWIRE SOFTWARE INChistory →COM2.45%$95M912.0K
11UBERUBER TECHNOLOGIES INChistory →COM2.22%$86M2.36M
12SBACSBA COMMUNICATIONS CORP NEWhistory →CL A1.75%$68M213.5K
13VEEVVEEVA SYS INChistory →CL A COM1.19%$46M164.0K
14DHRDANAHER CORPORATIONhistory →COM1.12%$43M202.0K
15ATLASSIAN CORP PLCCL A1.05%$41M223.5K
16RSGREPUBLIC SVCS INChistory →COM0.94%$36M389.0K
17WCNWASTE CONNECTIONS INChistory →COM0.92%$36M344.0K
18TAT&T INChistory →COM0.92%$36M1.25M
198CWCROWN CASTLE INTL CORP NEWhistory →COM0.84%$33M196.0K
20ADSKAUTODESK INChistory →COM0.80%$31M134.0K
21DISDISNEY WALT COhistory →COM DISNEY0.69%$27M217.0K
22AMTAMERICAN TOWER CORP NEWhistory →COM0.67%$26M107.5K
23BKNGBOOKING HOLDINGS INChistory →COM0.55%$21M12.4K
24MSGSMADISON SQUARE GRDN SPRT CORhistory →CL A0.54%$21M138.0K
25MLB1MERCADOLIBRE INChistory →COM0.42%$16M15.2K
26SESEA LTDhistory →SPONSORD ADS0.37%$14M93.5K
27AXONAXON ENTERPRISE INChistory →COM0.34%$13M145.5K
28ADBEADOBE SYSTEMS INCORPORATEDhistory →COM0.30%$12M24.1K
29JDJD.COM INCSPON ADR CL A0.25%$10M123.0K
30CSGPCOSTAR GROUP INCCOM0.24%$9M10.8K
31COUPEURCOUPA SOFTWARE INCCOM0.23%$9M33.0K
32BABOEING COCOM0.20%$8M48.0K
33TSMTAIWAN SEMICONDUCTOR MFG LTDSPONSORED ADS0.17%$6M80.0K
34SPOTIFY TECHNOLOGY S ASHS0.16%$6M25.5K
35NCINO INCCOM0.16%$6M77.0K
36CRMSALESFORCE COM INCCOM0.15%$6M23.5K
37REYNREYNOLDS CONSUMER PRODS INCCOM0.15%$6M185.0K
38DUCK CREEK TECHNOLOGIES INCSHS0.14%$5M120.0K
39CMECME GROUP INCCOM0.10%$4M22.4K
40ICEINTERCONTINENTAL EXCHANGE INCOM0.09%$4M36.5K
41ROPROPER TECHNOLOGIES INCCOM0.07%$3M7.0K
42ILMNILLUMINA INCCOM0.06%$2M7.5K
43PYPLPAYPAL HLDGS INCCOM0.06%$2M11.6K
44TWTRUSDTWITTER INCCOM0.06%$2M51.0K

Filing History

QuarterReported ValuePositionsFiledTypeLinks
Q1 2026$5.0B47May 15, 202613F-HRchanges · EDGAR ↗
Q4 2025$5.4B47Feb 17, 202613F-HRchanges · EDGAR ↗
Q3 2025$5.0B70Nov 14, 202513F-HRchanges · EDGAR ↗
Q2 2025$5.7B60Aug 14, 202513F-HRchanges · EDGAR ↗
Q1 2025$3.8B52May 15, 202513F-HRchanges · EDGAR ↗
Q4 2024$4.8B47Feb 14, 202513F-HRchanges · EDGAR ↗
Q3 2024$4.1B34Nov 14, 202413F-HRchanges · EDGAR ↗
Q2 2024$4.4B34Aug 14, 202413F-HRchanges · EDGAR ↗
Q1 2024$4.2B31May 15, 2024RESTATEMENTchanges · EDGAR ↗
Q4 2023$3.5B23Feb 14, 202413F-HRchanges · EDGAR ↗
Q3 2023$3.5B26Nov 14, 202313F-HRchanges · EDGAR ↗
Q2 2023$3.6B26Aug 14, 202313F-HRchanges · EDGAR ↗
Q1 2023$3.1B30May 15, 202313F-HRchanges · EDGAR ↗
Q4 2022$2.9B19Feb 14, 202313F-HRchanges · EDGAR ↗
Q3 2022$4.3B21Nov 14, 202213F-HRchanges · EDGAR ↗
Q2 2022$4.6B28Aug 15, 202213F-HRchanges · EDGAR ↗
Q1 2022$6.1B30May 16, 202213F-HRchanges · EDGAR ↗
Q4 2021$6.0B49Feb 14, 202213F-HRchanges · EDGAR ↗
Q3 2021$6.0B60Nov 15, 202113F-HRchanges · EDGAR ↗
Q2 2021$5.5B63Aug 16, 202113F-HRchanges · EDGAR ↗
Q1 2021$5.2B63May 14, 202113F-HRchanges · EDGAR ↗
Q4 2020$4.3B54Feb 16, 202113F-HRchanges · EDGAR ↗
Q3 2020$3.9B71Nov 13, 202013F-HRchanges · EDGAR ↗
Q2 2020$2.6B66Aug 13, 202013F-HRchanges · EDGAR ↗
Q1 2020$1.3B53May 14, 202013F-HRchanges · EDGAR ↗
Q4 2019$1.0B46Feb 13, 202013F-HRchanges · EDGAR ↗
Q3 2019$1.0B33Nov 13, 201913F-HRchanges · EDGAR ↗
Q2 2019$941M39Aug 13, 201913F-HRchanges · EDGAR ↗
Q1 2019$814M55May 14, 201913F-HRchanges · EDGAR ↗
Q4 2018$495M36Feb 13, 201913F-HRchanges · EDGAR ↗

13F filings are due up to 45 days after quarter end, so holdings shown here lag the fund’s current book. Source: original SEC filing on EDGAR ↗.