SKYE GLOBAL MANAGEMENT LP
Q1 2022 Form 13-F
WEST PALM BEACH, FLORIDA
CIK 0001675884
· CRD 283493
· SEC-registered investment adviser
$6.1B Reported Value Total
SKYE GLOBAL MANAGEMENT LP reports 5 total accounts under management (AUM). There are 5 discretionary accounts valued at $6,554,099,738, and 0 non-discretionary accounts.
Source: Form ADV filed * Note that certain holdings are exempt from Form 13-F reporting, so the AUM totals may be greater than the Form 13-F total.
Private funds (Form ADV)
1 fund
· $5.0B gross asset value
Hedge Fund: $5.0B
Source: Form ADV filed 2026-03-18
Reported value
$6.1B
Quarter over quarter
-7.1%
Holdings
30
Top-10 concentration
94.0%
Key People
Form ADV owners & control persons
Rick Barry Muller
CHIEF COMPLIANCE OFFICER
Kristen Askin Rivers
CHIEF OPERATING OFFICER
James Macleod Sterne
PORTFOLIO MANAGER
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Q1 2022 13F record
Q1 2022 13F filing summary
| Period of report | March 31, 2022 |
|---|---|
| Filed | May 16, 2022 |
| Form | 13F-HR |
| Reported value | $6.1B |
| Positions | 30 |
| Change in reported value | +3.0% |
| New positions | 3 |
| Exited positions | 22 |
| Position turnover | 48.1% |
| Top-10 concentration | 94.0% |
13F filings by quarter
| Quarter | Positions | Value |
|---|---|---|
|
Q2 2026 13F
Filed Aug 14, 2026
|
30 | $5.1B |
|
Q1 2026 13F
Filed May 15, 2026
|
44 | $5.0B |
|
Q4 2025 13F
Filed Feb 17, 2026
|
45 | $5.4B |
|
Q3 2025 13F
Filed Nov 14, 2025
|
60 | $5.0B |
|
Q2 2025 13F
Filed Aug 14, 2025
|
58 | $5.7B |
|
Q1 2025 13F
Filed May 15, 2025
|
52 | $3.8B |
|
Q4 2024 13F
Filed Feb 14, 2025
|
47 | $4.8B |
|
Q3 2024 13F
Filed Nov 14, 2024
|
34 | $4.1B |
|
Q2 2024 13F
Filed Aug 14, 2024
|
34 | $4.4B |
|
Q1 2024 13F
Filed May 15, 2024
|
31 | $4.2B |
|
Q4 2023 13F
Filed Feb 14, 2024
|
23 | $3.5B |
|
Q3 2023 13F
Filed Nov 14, 2023
|
26 | $3.5B |
|
Q2 2023 13F
Filed Aug 14, 2023
|
25 | $3.6B |
|
Q1 2023 13F
Filed May 15, 2023
|
29 | $3.1B |
|
Q4 2022 13F
Filed Feb 14, 2023
|
19 | $2.9B |
|
Q3 2022 13F
Filed Nov 14, 2022
|
21 | $4.3B |
|
Q2 2022 13F
Filed Aug 15, 2022
|
27 | $4.6B |
|
Q1 2022 13F
Filed May 16, 2022
|
30 | $6.1B |
|
Q4 2021 13F
Filed Feb 14, 2022
|
49 | $6.0B |
|
Q3 2021 13F
Filed Nov 15, 2021
|
60 | $6.0B |
15 earlier quarters on file — choose one from the quarter menu above.
Top 20 holdings · Q1 2022
| # | Holding | Reported value | % of portfolio |
|---|---|---|---|
| 1 | AMZN AMAZON COM INC | $2.4B | 39.32% |
| 2 | MSFT MICROSOFT CORP | $1.6B | 25.95% |
| 3 | GOOGL ALPHABET INC | $724.5M | 11.8% |
| 4 | GWRE GUIDEWIRE SOFTWARE INC | $341.8M | 5.57% |
| 5 | BTI BRITISH AMERN TOB PLC | $177.0M | 2.88% |
| 6 | WDAY WORKDAY INC | $154.0M | 2.51% |
| 7 | ADBE ADOBE SYSTEMS INCORPORATED | $126.9M | 2.07% |
| 8 | SHOP SHOPIFY INC | $100.0M | 1.63% |
| 9 | VEEV VEEVA SYS INC | $72.3M | 1.18% |
| 10 | V VISA INC | $67.0M | 1.09% |
| 11 | SPGI S&P GLOBAL INC | $65.8M | 1.07% |
| 12 | TYL TYLER TECHNOLOGIES INC | $46.3M | 0.75% |
| 13 | MCO MOODYS CORP | $44.5M | 0.73% |
| 14 | INST INSTRUCTURE HLDGS INC | $42.6M | 0.69% |
| 15 | SE SEA LTD | $37.4M | 0.61% |
| 16 | DHR DANAHER CORPORATION | $32.4M | 0.53% |
| 17 | INTU INTUIT | $28.3M | 0.46% |
| 18 | CRM SALESFORCE COM INC | $22.5M | 0.37% |
| 19 | APPF APPFOLIO INC | $21.2M | 0.35% |
| 20 | DCT DUCK CREEK TECHNOLOGIES INC | $5.9M | 0.1% |
Values as reported on the Q1 2022 Form 13F. Every position is in the holdings table below.