0001420506-20-000903.txt : 20200813 0001420506-20-000903.hdr.sgml : 20200813 20200813151746 ACCESSION NUMBER: 0001420506-20-000903 CONFORMED SUBMISSION TYPE: 13F-HR PUBLIC DOCUMENT COUNT: 2 CONFORMED PERIOD OF REPORT: 20200630 FILED AS OF DATE: 20200813 DATE AS OF CHANGE: 20200813 EFFECTIVENESS DATE: 20200813 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: 201098979 BUSINESS ADDRESS: STREET 1: 767 FIFTH AVENUE, 12TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10153 BUSINESS PHONE: (212) 256-8922 MAIL ADDRESS: STREET 1: 767 FIFTH AVENUE, 12TH FLOOR CITY: NEW YORK STATE: NY ZIP: 10153 13F-HR 1 primary_doc.xml 13F-HR LIVE false true true 0001675884 XXXXXXXX 06-30-2020 06-30-2020 false Skye Global Management LP

767 FIFTH AVENUE, 12TH FLOOR NEW YORK NY 10153

13F HOLDINGS REPORT 028-18413 N Rick Muller (212) 256-8923 Rick Muller, Chief Compliance Officer NEW YORK NY 08-13-2020 0 66 2568569 false INFORMATION TABLE 2 Form13F_InfoTable.xml INFORMATION TABLE FOR SKYE GLOBAL MANAGEMENT LP ADOBE INC COM 00724F101 17412 40000 SH SOLE 40000 0 0 ALPHABET INC CAP STK CL C 02079K107 213455 151000 SH SOLE 151000 0 0 ALPHABET INC CAP STK CL A 02079K305 9926 7000 SH SOLE 7000 0 0 AMAZON COM INC COM 023135106 307608 111500 SH SOLE 111500 0 0 AMAZON COM INC CALL 023135106 19312 7000 SH Call SOLE 7000 0 0 AMERICAN TOWER CORP NEW COM 03027X100 24044 93000 SH SOLE 93000 0 0 ANAPLAN INC COM 03272L108 997 22000 SH SOLE 22000 0 0 APPFOLIO INC COM CL A 03783C100 163 1000 SH SOLE 1000 0 0 APPLE INC COM 037833100 13315 36500 SH SOLE 36500 0 0 ARYA SCIENCES ACQUISTION CO UNIT 06/09/2027 G31655114 174 15000 SH SOLE 15000 0 0 ATLASSIAN CORP PLC CL A G06242104 28933 160500 SH SOLE 160500 0 0 ATLASSIAN CORP PLC CALL G06242104 2632 14600 SH Call SOLE 14600 0 0 AUTODESK INC COM 052769106 11122 46500 SH SOLE 46500 0 0 AXON ENTERPRISE INC COM 05464C101 5495 56000 SH SOLE 56000 0 0 BLACK KNIGHT INC COM 09215C105 1234 17000 SH SOLE 17000 0 0 CARVANA CO CL A 146869102 7693 64000 SH SOLE 64000 0 0 CME GROUP INC COM 12572Q105 7152 44000 SH SOLE 44000 0 0 COSTAR GROUP INC COM 22160N109 4761 6700 SH SOLE 6700 0 0 COUPA SOFTWARE INC COM 22266L106 10805 39000 SH SOLE 39000 0 0 CROWDSTRIKE HLDGS INC CL A 22788C105 501 5000 SH SOLE 5000 0 0 DANAHER CORPORATION COM 235851102 21308 120500 SH SOLE 120500 0 0 DOCUSIGN INC COM 256163106 758 4400 SH SOLE 4400 0 0 ELECTRONIC ARTS INC COM 285512109 1453 11000 SH SOLE 11000 0 0 FACEBOOK INC CL A 30303M102 330614 1456000 SH SOLE 1456000 0 0 FACEBOOK INC CALL 30303M102 2498 11000 SH Call SOLE 11000 0 0 FIRSTSERVICE CORP NEW COM 33767E202 967 9600 SH SOLE 9600 0 0 GUIDEWIRE SOFTWARE INC COM 40171V100 54982 496000 SH SOLE 496000 0 0 INTERCONTINENTAL EXCHANGE IN COM 45866F104 14656 160000 SH SOLE 160000 0 0 JD.COM INC SPON ADR CL A 47215P106 9388 156000 SH SOLE 156000 0 0 LIBERTY MEDIA CORP DEL COM SER C FRMLA 531229854 317 10000 SH SOLE 10000 0 0 LIBERTY MEDIA CORP DEL COM C BRAVES GRP 531229888 197 10000 SH SOLE 10000 0 0 MADISON SQUARE GRDN SPRT COR CL A 55825T103 499 3400 SH SOLE 3400 0 0 MERCADOLIBRE INC COM 58733R102 10351 10500 SH SOLE 10500 0 0 MICROSOFT CORP COM 594918104 447315 2198000 SH SOLE 2198000 0 0 MONGODB INC CL A 60937P106 543 2400 SH SOLE 2400 0 0 NETFLIX INC COM 64110L106 66891 147000 SH SOLE 147000 0 0 NETFLIX INC CALL 64110L106 9101 20000 SH Call SOLE 20000 0 0 NEW YORK TIMES CO CL A 650111107 5002 119000 SH SOLE 119000 0 0 OKTA INC CL A 679295105 2363 11800 SH SOLE 11800 0 0 PAYPAL HLDGS INC COM 70450Y103 5924 34000 SH SOLE 34000 0 0 PRIMO WATER CORPORATION COM 74167P108 138 10000 SH SOLE 10000 0 0 REPUBLIC SVCS INC COM 760759100 20923 255000 SH SOLE 255000 0 0 REYNOLDS CONSUMER PRODS INC COM 76171L106 4308 124000 SH SOLE 124000 0 0 ROPER TECHNOLOGIES INC COM 776696106 2407 6200 SH SOLE 6200 0 0 SALESFORCE COM INC COM 79466L302 2061 11000 SH SOLE 11000 0 0 SBA COMMUNICATIONS CORP NEW CL A 78410G104 56605 190000 SH SOLE 190000 0 0 SEA LTD SPONSORED ADS 81141R100 6971 65000 SH SOLE 65000 0 0 SHIFT4 PMTS INC CL A 82452J109 532 15000 SH SOLE 15000 0 0 SHOPIFY INC CL A 82509L107 3037 3200 SH SOLE 3200 0 0 SLACK TECHNOLOGIES INC COM CL A 83088V102 839 27000 SH SOLE 27000 0 0 SOCIAL CAP HEDSPIA HLDG CO I COM CL A G8251K107 492 44000 SH SOLE 44000 0 0 SPOTIFY TECHNOLOGY S A SHS L8681T102 620 2400 SH SOLE 2400 0 0 STARBUCKS CORP COM 855244109 1619 22000 SH SOLE 22000 0 0 T-MOBILE US INC COM 872590104 124980 1200000 SH SOLE 1200000 0 0 T-MOBILE US INC RIGHT 07/27/2020 872590112 133 793000 SH SOLE 793000 0 0 TAKE-TWO INTERACTIVE SOFTWAR COM 874054109 2094 15000 SH SOLE 15000 0 0 TRANSDIGM GROUP INC COM 893641100 1901 4300 SH SOLE 4300 0 0 TWITTER INC COM 90184L102 1549 52000 SH SOLE 52000 0 0 TYLER TECHNOLOGIES INC COM 902252105 23414 67500 SH SOLE 67500 0 0 UBER TECHNOLOGIES INC COM 90353T100 4817 155000 SH SOLE 155000 0 0 VAPOTHERM INC COM 922107107 12092 295000 SH SOLE 295000 0 0 VEEVA SYS INC CL A COM 922475108 42547 181500 SH SOLE 181500 0 0 VERIZON COMMUNICATIONS INC COM 92343V104 446002 8090000 SH SOLE 8090000 0 0 WASTE CONNECTIONS INC COM 94106B101 21384 228000 SH SOLE 228000 0 0 WORKDAY INC CL A 98138H101 113915 608000 SH SOLE 608000 0 0 ZENDESK INC COM 98936J101 1328 15000 SH SOLE 15000 0 0