0001420506-21-001621.txt : 20211115 0001420506-21-001621.hdr.sgml : 20211115 20211115100418 ACCESSION NUMBER: 0001420506-21-001621 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20210930 FILED AS OF DATE: 20211115 DATE AS OF CHANGE: 20211115 EFFECTIVENESS DATE: 20211115 FILER: COMPANY DATA: COMPANY CONFORMED NAME: Skye Global Management LP CENTRAL INDEX KEY: 0001675884 IRS NUMBER: 812008237 STATE OF INCORPORATION: DE FISCAL YEAR END: 1231 FILING VALUES: FORM TYPE: 13F-HR SEC ACT: 1934 Act SEC FILE NUMBER: 028-18413 FILM NUMBER: 211407137 BUSINESS ADDRESS: STREET 1: 777 S. FLAGLER DRIVE STREET 2: PHILLIPS POINT, WEST TOWER, SUITE 1405 CITY: WEST PALM BEACH STATE: FL ZIP: 33401 BUSINESS PHONE: (212) 256-8922 MAIL ADDRESS: STREET 1: 777 S. FLAGLER DRIVE STREET 2: PHILLIPS POINT, WEST TOWER, SUITE 1405 CITY: WEST PALM BEACH STATE: FL ZIP: 33401 13F-HR 1 primary_doc.xml 13F-HR LIVE false true false 0001675884 XXXXXXXX 09-30-2021 09-30-2021 false Skye Global Management LP

777 S. FLAGLER DRIVE PHILLIPS POINT, WEST TOWER, SUITE 1405 WEST PALM BEACH FL 33401

13F HOLDINGS REPORT 028-18413 N Rick Muller (212) 256-8923 Rick Muller, Chief Compliance Officer WEST PALM BEACH FL 11-15-2021 0 60 5952851 false INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR SKYE GLOBAL MANAGEMENT LP ACTIVISION BLIZZARD INC COM 00507V109 6733 87000 SH SOLE 87000 0 0 ADOBE SYSTEMS INCORPORATED COM 00724F101 21877 38000 SH SOLE 38000 0 0 ALPHABET INC CAP STK CL A 02079K305 834138 312000 SH SOLE 312000 0 0 ALPHABET INC CAP STK CL C 02079K107 230549 86500 SH SOLE 86500 0 0 ALTRIA GROUP INC COM 02209S103 57287 1258500 SH SOLE 1258500 0 0 AMAZON COM INC COM 023135106 1617882 492500 SH SOLE 492500 0 0 ANSYS INC COM 03662Q105 7422 21800 SH SOLE 21800 0 0 APPFOLIO INC COM CL A 03783C100 1577 13100 SH SOLE 13100 0 0 APPLE INC COM 037833100 22852 161500 SH SOLE 161500 0 0 ATLASSIAN CORP PLC CL A G06242104 15657 40000 SH SOLE 40000 0 0 AUTODESK INC COM 052769106 18964 66500 SH SOLE 66500 0 0 AVID TECHNOLOGY INC COM 05367P100 9294 321379 SH SOLE 321379 0 0 AXON ENTERPRISE INC COM 05464C101 1505 8600 SH SOLE 8600 0 0 BRITISH AMERN TOB PLC SPONSORED ADR 110448107 70560 2000000 SH SOLE 2000000 0 0 CANADIAN PAC RY LTD COM 13645T100 37025 569000 SH SOLE 569000 0 0 CARVANA CO CL A 146869102 3287 10900 SH SOLE 10900 0 0 COSTAR GROUP INC COM 22160N109 1489 17300 SH SOLE 17300 0 0 COUPA SOFTWARE INC COM 22266L106 3573 16300 SH SOLE 16300 0 0 COUPANG INC CL A 22266T109 1211 43500 SH SOLE 43500 0 0 DANAHER CORPORATION COM 235851102 48254 158500 SH SOLE 158500 0 0 DUCK CREEK TECHNOLOGIES INC SHS 264120106 7189 162500 SH SOLE 162500 0 0 DUN & BRADSTREET HLDGS INC COM 26484T106 370 22000 SH SOLE 22000 0 0 FACEBOOK INC CL A 30303M102 21891 64500 SH SOLE 64500 0 0 FIVE9 INC COM 338307101 24280 152000 SH SOLE 152000 0 0 GUIDEWIRE SOFTWARE INC COM 40171V100 247012 2078000 SH SOLE 2078000 0 0 INSTRUCTURE HLDGS INC COM 457790103 58011 2568000 SH SOLE 2568000 0 0 KHOSLA VENTURES ACQUSTN CO I COM CL A 482505104 555 54500 SH SOLE 54500 0 0 LOCKHEED MARTIN CORP COM 539830109 44863 130000 SH SOLE 130000 0 0 MICROSOFT CORP COM 594918104 1584390 5620000 SH SOLE 5620000 0 0 MOODYS CORP COM 615369105 6179 17400 SH SOLE 17400 0 0 NAUTILUS BIOTECHNOLOGY INC COM 63909J108 279 45500 SH SOLE 45500 0 0 NCR CORP NEW COM 62886E108 3372 87000 SH SOLE 87000 0 0 NETFLIX INC COM 64110L106 3967 6500 SH SOLE 6500 0 0 OKTA INC CL A 679295105 6266 26400 SH SOLE 26400 0 0 PROCORE TECHNOLOGIES INC COM 74275K108 13580 152000 SH SOLE 152000 0 0 REINVENT TECHNOLOGY PARTNERS CLASS A ORD SHS G7484L106 9136 920000 SH SOLE 920000 0 0 REPUBLIC SVCS INC COM 760759100 61231 510000 SH SOLE 510000 0 0 REYNOLDS CONSUMER PRODS INC COM 76171L106 2481 90730 SH SOLE 90730 0 0 S&P GLOBAL INC COM 78409V104 4631 10900 SH SOLE 10900 0 0 SALESFORCE COM INC COM 79466L302 14510 53500 SH SOLE 53500 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 1421 4300 SH SOLE 4300 0 0 SEA LTD SPONSORD ADS 81141R100 29961 94000 SH SOLE 94000 0 0 SERA PROGNOSTICS INC CLASS A COM 81749D107 3955 356000 SH SOLE 356000 0 0 SERVICENOW INC COM 81762P102 3391 5450 SH SOLE 5450 0 0 SHOPIFY INC CL A 82509L107 45419 33500 SH SOLE 33500 0 0 SMITH & WESSON BRANDS INC COM 831754106 2034 98000 SH SOLE 98000 0 0 T-MOBILE US INC COM 872590104 6963 54500 SH SOLE 54500 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 5084 33000 SH SOLE 33000 0 0 THERMO FISHER SCIENTIFIC INC COM 883556102 11598 20300 SH SOLE 20300 0 0 TRANSDIGM GROUP INC COM 893641100 2686 4300 SH SOLE 4300 0 0 TYLER TECHNOLOGIES INC COM 902252105 60771 132500 SH SOLE 132500 0 0 UNITED PARCEL SERVICE INC CL B 911312106 12747 70000 SH SOLE 70000 0 0 UNITEDHEALTH GROUP INC COM 91324P102 17896 45800 SH SOLE 45800 0 0 VEEVA SYS INC CL A COM 922475108 50142 174000 SH SOLE 174000 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 282364 5228000 SH SOLE 5228000 0 0 WABTEC COM 929740108 1129 13100 SH SOLE 13100 0 0 WASTE CONNECTIONS INC COM 94106B101 46846 372000 SH SOLE 372000 0 0 WORKDAY INC CL A 98138H101 208408 834000 SH SOLE 834000 0 0 ZILLOW GROUP INC CL C CAP STK 98954M200 5288 60000 SH SOLE 60000 0 0 ZOOM VIDEO COMMUNICATIONS IN CL A 98980L101 29419 112500 SH SOLE 112500 0 0