Skye Global Management LP

Q3 2021 13F Holdings Report, Stock Holdings

Signature - Title: Rick Muller - Chief Compliance Officer
Location: West Palm Beach, FL
Holdings as of: September 30, 2021
Value $: $5.95B
Num holdings: 60
Date filed: 11/15/2021, 10:04 AM
Form type: 13F-HR
Description: All US holdings of this investor are reported in this report. Top holdings included AMZN, MSFT, GOOGL, VZ, and GWRE.
Previous filing: Q2 2021 - Aug 16, 2021
Next filing: Q4 2021 - Feb 14, 2022
SEC: View on sec.gov
Options Holdings: Showing stock holdings, see here for options holdings

Sym	Weight	Trade Impact	Company	Class	Shares Change	Activity	Value Change $	Value $	* Price $	Shares
AMZN	27.2%	+4.58%	Amazon Com Inc	COM	+83K	+20.3%	+$273M	$1.62B	3,285.04	493K
MSFT	26.6%	-3.02%	Microsoft Corp	COM	-638K	-10.2%	-$180M	$1.58B	281.92	5.62M
GOOGL	14%	+1.53%	Alphabet Inc	CAP STK CL A	+34K	+12.2%	+$90.9M	$834M	2,673.52	312K
VZ	4.74%	+2.58%	Verizon Communications Inc	COM	+2.85M	+119.8%	+$154M	$282M	54.01	5.23M
GWRE	4.15%	+0.92%	Guidewire Software Inc	COM	+460K	+28.4%	+$54.7M	$247M	118.87	2.08M
GOOG	3.87%	-0.13%	Alphabet Inc	CAP STK CL C	-3K	-3.35%	-$8M	$231M	2,665.31	86.5K
WDAY	3.5%	-2.09%	Workday Inc	CL A	-498K	-37.4%	-$124M	$208M	249.89	834K
BTI	1.19%	+1.19%	British Amern Tob Plc	SPONSORED ADR	+2M	NEW	+$70.6M	$70.6M	35.28	2M
RSG	1.03%	+0.02%	Republic Svcs Inc	COM	+9K	+1.8%	+$1.08M	$61.2M	120.06	510K
TYL	1.02%	-0.65%	Tyler Technologies Inc	COM	-85K	-39.1%	-$39M	$60.8M	458.65	133K
INST	0.97%	+0.97%	Instructure Hldgs Inc	COM	+2.57M	NEW	+$58M	$58M	22.59	2.57M
MO	0.96%	+0.96%	Altria Group Inc	COM	+1.26M	NEW	+$57.3M	$57.3M	45.52	1.26M
VEEV	0.84%	+0.03%	Veeva Sys Inc	CL A COM	+6K	+3.57%	+$1.73M	$50.1M	288.17	174K
DHR	0.81%	-0.74%	Danaher Corporation	COM	-145K	-47.7%	-$44M	$48.3M	304.44	159K
WCN	0.79%	-0.03%	Waste Connections Inc	COM	-13K	-3.38%	-$1.64M	$46.8M	125.93	372K
SHOP	0.76%	+0.25%	Shopify Inc	CL A	+10.9K	+48.2%	+$14.8M	$45.4M	1,355.79	33.5K
LMT	0.75%	+0.53%	Lockheed Martin Corp	COM	+92K	+242.1%	+$31.7M	$44.9M	345.10	130K
CP	0.62%	+0.21%	Canadian Pac Ry Ltd	COM	+192K	+50.9%	+$12.5M	$37M	65.07	569K
SE	0.5%	-0.01%	Sea Ltd	SPONSORD ADS	-2K	-2.08%	-$637K	$30M	318.73	94K
ZM	0.49%	+0.14%	Zoom Video Communications In	CL A	+32.5K	+40.6%	+$8.5M	$29.4M	261.50	113K
FIVN	0.41%	+0.41%	Five9 Inc	COM	+152K	NEW	+$24.3M	$24.3M	159.74	152K
AAPL	0.38%	+0.25%	Apple Inc	COM	+106K	+191%	+$15M	$22.9M	141.50	162K
META	0.37%	-0.19%	Facebook Inc	CL A	-32.5K	-33.5%	-$11M	$21.9M	339.40	64.5K
ADBE	0.37%	+0.11%	Adobe Systems Incorporated	COM	+11.5K	+43.4%	+$6.62M	$21.9M	575.71	38K
ADSK	0.32%	+0.01%	Autodesk Inc	COM	+2.5K	+3.91%	+$713K	$19M	285.17	66.5K
UNH	0.3%	+0.3%	Unitedhealth Group Inc	COM	+45.8K	NEW	+$17.9M	$17.9M	390.74	45.8K
TEAM	0.26%	+0.09%	Atlassian Corp Plc	CL A	+13.1K	+48.7%	+$5.13M	$15.7M	391.43	40K
CRM	0.24%	-0.88%	Salesforce Com Inc	COM	-194K	-78.3%	-$52.5M	$14.5M	271.21	53.5K
PCOR	0.23%	+0.1%	Procore Technologies Inc	COM	+67.5K	+79.9%	+$6.03M	$13.6M	89.34	152K
UPS	0.21%	+0.21%	United Parcel Service Inc	CL B	+70K	NEW	+$12.7M	$12.7M	182.10	70K
TMO	0.19%	+0.07%	Thermo Fisher Scientific Inc	COM	+7.3K	+56.2%	+$4.17M	$11.6M	571.33	20.3K
AVID	0.16%	+0.16%	Avid Technology Inc	COM	+321K	NEW	+$9.29M	$9.29M	28.92	321K
RTPY	0.15%	+0.14%	Reinvent Technology Partners	CLASS A ORD SHS	+833K	+957.5%	+$8.27M	$9.14M	9.93	920K
ANSS	0.12%	+0.05%	Ansys Inc	COM	+8.8K	+67.7%	+$3M	$7.42M	340.46	21.8K
DCT	0.12%	-0.02%	Duck Creek Technologies Inc	SHS	-22K	-11.9%	-$973K	$7.19M	44.24	163K
TMUS	0.12%	+0.12%	T Mobile Us Inc	COM	+54.5K	NEW	+$6.96M	$6.96M	127.76	54.5K
ATVI	0.11%	+0.11%	Activision Blizzard Inc	COM	+87K	NEW	+$6.73M	$6.73M	77.39	87K
OKTA	0.11%	+0.11%	Okta Inc	CL A	+26.4K	NEW	+$6.27M	$6.27M	237.35	26.4K
MCO	0.1%	+0.1%	Moodys Corp	COM	+17.4K	NEW	+$6.18M	$6.18M	355.11	17.4K
Z	0.09%	-0.02%	Zillow Group Inc	CL C CAP STK	-10.5K	-14.9%	-$925K	$5.29M	88.13	60K
TTWO	0.09%	+0.09%	Take Two Interactive Softwar	COM	+33K	NEW	+$5.08M	$5.08M	154.06	33K
SPGI	0.08%	+0.08%	S&P Global Inc	COM	+10.9K	NEW	+$4.63M	$4.63M	424.86	10.9K
NFLX	0.07%	-0.62%	Netflix Inc	COM	-60.2K	-90.3%	-$36.7M	$3.97M	610.31	6.5K
SERA	0.07%	+0.07%	Sera Prognostics Inc	CLASS A COM	+356K	NEW	+$3.96M	$3.96M	11.11	356K
COUP	0.06%	-0.29%	Coupa Software Inc	COM	-78.7K	-82.8%	-$17.3M	$3.57M	219.20	16.3K
NOW	0.06%	+0.04%	Servicenow Inc	COM	+3.35K	+159.5%	+$2.08M	$3.39M	622.20	5.45K
VYX	0.06%	+0.06%	Ncr Corp New	COM	+87K	NEW	+$3.37M	$3.37M	38.76	87K
CVNA	0.06%	+0.06%	Carvana Co	CL A	+10.9K	NEW	+$3.29M	$3.29M	301.56	10.9K
TDG	0.05%	+0.02%	Transdigm Group Inc	COM	+2.15K	+100%	+$1.34M	$2.69M	624.65	4.3K
REYN	0.04%		Reynolds Consumer Prods Inc	COM				$2.48M	27.34	90.7K

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* Reported Price is the price of the security as of the portfolio date. This value is significant in that it is the last known price at which the security was still held.
An asterisk sign (*) next to the price indicates that the price is likely invalid.

Person Signing this Report on Behalf of Reporting Manager:

Name	Title	City, State	Date
Rick Muller	Chief Compliance Officer	West Palm Beach, Florida	11/15/2021