Skye Global Management 13F holdings, Q2 2022
Holdings as of June 30, 2022 · filings on SEC EDGAR · latest filing →
Skye Global Management disclosed 27 US equity positions worth $4.6bn in its Q2 2022 13F filing. The largest position was AMZN at 35.5% of the reported book, followed by MSFT and GOOGL. Against the Q1 2022 filing, it opened 4 new positions, added to 14 and reduced 5 among the top 27 holdings.
What did Skye Global Management own in Q2 2022? Top 27 positions
| # | Stock | Sector | Weight | Value | Shares | Δ shares | vs Q1 2022 |
|---|---|---|---|---|---|---|---|
| 1 | AMZN AMAZON COM INC | Consumer Cyclical | 35.5% | $1.6bn | 15,410,000 | 1981% | added |
| 2 | MSFT MICROSOFT CORP | Technology | 29.4% | $1.4bn | 5,276,000 | 2% | added |
| 3 | GOOGL ALPHABET INC | Communication Services | 12.3% | $566.6m | 260,000 | -0% | held |
| 4 | GWRE GUIDEWIRE SOFTWARE INC | Technology | 5.7% | $264.7m | 3,728,000 | 3% | added |
| 5 | V VISA INC | Financial Services | 3.2% | $146.0m | 741,600 | 146% | added |
| 6 | ADBE ADOBE SYSTEMS INCORPORATED | Technology | 2.4% | $112.9m | 308,500 | 11% | added |
| 7 | WDAY WORKDAY INC | Technology | 2.0% | $92.0m | 659,000 | 2% | added |
| 8 | SPGI S&P GLOBAL INC | Financial Services | 1.6% | $72.0m | 213,500 | 33% | added |
| 9 | VEEV VEEVA SYS INC | Healthcare | 1.5% | $67.1m | 339,000 | -0% | held |
| 10 | INSTRUCTURE HLDGS INC | 1.1% | $48.9m | 2,156,000 | 2% | added | |
| 11 | TYL TYLER TECHNOLOGIES INC | Technology | 0.9% | $40.4m | 121,500 | 17% | added |
| 12 | MCO MOODYS CORP | Financial Services | 0.8% | $35.8m | 131,500 | -0% | held |
| 13 | AAPL APPLE INC | Technology | 0.8% | $35.1m | 257,000 | – | new |
| 14 | CRM SALESFORCE INC | Technology | 0.5% | $24.9m | 151,000 | 42% | added |
| 15 | INTU INTUIT | Technology | 0.5% | $23.5m | 60,900 | 3% | added |
| 16 | DHR DANAHER CORPORATION | Healthcare | 0.4% | $19.9m | 78,500 | -29% | reduced |
| 17 | SHOP SHOPIFY INC | Technology | 0.4% | $18.3m | 587,000 | 297% | added |
| 18 | HCA HCA HEALTHCARE INC | Healthcare | 0.4% | $18.0m | 107,000 | – | new |
| 19 | APPF APPFOLIO INC | Technology | 0.3% | $14.9m | 163,875 | -13% | reduced |
| 20 | SE SEA LTD | Consumer Cyclical | 0.1% | $6.7m | 99,500 | -68% | reduced |
| 21 | PCOR PROCORE TECHNOLOGIES INC | Technology | 0.1% | $4.9m | 107,000 | 205% | added |
| 22 | META META PLATFORMS INC | Communication Services | 0.1% | $4.8m | 29,900 | – | new |
| 23 | NFLX NETFLIX INC | Communication Services | 0.1% | $3.0m | 17,100 | – | new |
| 24 | AURORA INNOVATION INC | 0.0% | $1.3m | 686,500 | -1% | reduced | |
| 25 | SERA SERA PROGNOSTICS INC | 0.0% | $666.0k | 406,000 | 0% | held | |
| 26 | FTCHQ FARFETCH LTD | Consumer Cyclical | 0.0% | $541.0k | 75,500 | 37% | added |
| 27 | NAUT NAUTILUS BIOTECHNOLOGY INC | 0.0% | $526.0k | 195,500 | -1% | reduced |
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.