Skye Global Management 13F holdings, Q1 2022
Holdings as of March 31, 2022 · filings on SEC EDGAR · latest filing →
Skye Global Management disclosed 30 US equity positions worth $6.1bn in its Q1 2022 13F filing. The largest position was AMZN at 39.3% of the reported book, followed by MSFT and GOOGL. Against the Q4 2021 filing, it opened 3 new positions, added to 19 and reduced 6 among the top 30 holdings.
What did Skye Global Management own in Q1 2022? Top 30 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q4 2021 |
|---|---|---|---|---|---|---|---|
| 1 | AMZN AMAZON COM INC | Consumer Cyclical | 39.3% | $2.4bn | 740,500 | 28% | added |
| 2 | MSFT MICROSOFT CORP | Technology | 26.0% | $1.6bn | 5,168,000 | 25% | added |
| 3 | GOOGL ALPHABET INC | Communication Services | 11.8% | $724.5m | 260,500 | -9% | reduced |
| 4 | GWRE GUIDEWIRE SOFTWARE INC | Technology | 5.6% | $341.8m | 3,612,000 | 58% | added |
| 5 | BTI BRITISH AMERN TOB PLC | Consumer Defensive | 2.9% | $177.0m | 4,198,000 | 0% | held |
| 6 | WDAY WORKDAY INC | Technology | 2.5% | $154.0m | 643,150 | 140% | added |
| 7 | ADBE ADOBE SYSTEMS INCORPORATED | Technology | 2.1% | $126.9m | 278,500 | 598% | added |
| 8 | SHOP SHOPIFY INC | Technology | 1.6% | $100.0m | 148,000 | 57% | added |
| 9 | VEEV VEEVA SYS INC | Healthcare | 1.2% | $72.3m | 340,500 | 136% | added |
| 10 | V VISA INC | Financial Services | 1.1% | $67.0m | 302,000 | – | new |
| 11 | SPGI S&P GLOBAL INC | Financial Services | 1.1% | $65.8m | 160,500 | 251% | added |
| 12 | TYL TYLER TECHNOLOGIES INC | Technology | 0.8% | $46.3m | 104,000 | -16% | reduced |
| 13 | MCO MOODYS CORP | Financial Services | 0.7% | $44.5m | 132,000 | 218% | added |
| 14 | INSTRUCTURE HLDGS INC | 0.7% | $42.6m | 2,124,000 | 9% | added | |
| 15 | SE SEA LTD | Consumer Cyclical | 0.6% | $37.4m | 312,000 | 193% | added |
| 16 | DHR DANAHER CORPORATION | Healthcare | 0.5% | $32.4m | 110,600 | 74% | added |
| 17 | INTU INTUIT | Technology | 0.5% | $28.3m | 58,900 | 105% | added |
| 18 | CRM SALESFORCE COM INC | Technology | 0.4% | $22.5m | 106,000 | – | new |
| 19 | APPF APPFOLIO INC | Technology | 0.3% | $21.2m | 187,500 | 44% | added |
| 20 | DUCK CREEK TECHNOLOGIES INC | 0.1% | $5.9m | 265,000 | 6% | added | |
| 21 | TMO THERMO FISHER SCIENTIFIC INC | Healthcare | 0.1% | $4.1m | 7,000 | -48% | reduced |
| 22 | TEAM ATLASSIAN CORP PLC | Technology | 0.1% | $3.9m | 13,400 | -57% | reduced |
| 23 | AURORA INNOVATION INC | 0.1% | $3.9m | 690,500 | 22% | added | |
| 24 | COUPA SOFTWARE INC | 0.0% | $3.0m | 30,000 | – | new | |
| 25 | PCOR PROCORE TECHNOLOGIES INC | Technology | 0.0% | $2.0m | 35,100 | -81% | reduced |
| 26 | SERA SERA PROGNOSTICS INC | 0.0% | $1.5m | 405,000 | 8% | added | |
| 27 | CVNA CARVANA CO | Consumer Cyclical | 0.0% | $1.3m | 11,300 | -13% | reduced |
| 28 | NAUT NAUTILUS BIOTECHNOLOGY INC | 0.0% | $853.0k | 196,500 | 79% | added | |
| 29 | FTCHQ FARFETCH LTD | Consumer Cyclical | 0.0% | $832.0k | 55,000 | 0% | held |
| 30 | RENALYTIX PLC | 0.0% | $119.0k | 17,200 | 161% | added |
Weights are shares of the reported long US equity book (options excluded). Values are as filed, normalised to whole dollars. Share changes compare against the immediately preceding filing only.