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Name: |
Skye Global Management LP |
City: |
NEW YORK |
State: |
NY |
Zip: |
10153 |
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Holdings
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9 |
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Ticker |
Company Name |
Position Rank |
New/Closed Postion |
Last Close |
Value |
Shares Held |
% of Portfolio |
Value Change |
Change In Shares Held |
% of Company |
Industry |
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FERG |
Ferguson plc |
16 |
New |
$196.96 |
$30,580,000 |
140,000 |
0.73% |
30,580,000 |
140,000 |
0.063 |
N/A |
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CASY |
Caseys General Stores Inc |
18 |
New |
$322.70 |
$19,505,000 |
61,250 |
0.46% |
19,505,000 |
61,250 |
0.166 |
Grocery Stores |
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AUR |
Aurora Innovation Ord Shs C... |
22 |
New |
$9.91 |
$10,378,000 |
3,680,000 |
0.25% |
10,378,000 |
3,680,000 |
0.315 |
N/A |
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SHW |
Sherwin Williams Co |
24 |
New |
$305.84 |
$5,835,000 |
16,800 |
0.14% |
5,835,000 |
16,800 |
0.006 |
General Building Mate... |
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DASH |
Doordash Inc |
25 |
New |
$111.30 |
$5,509,000 |
40,000 |
0.13% |
5,509,000 |
40,000 |
0.011 |
N/A |
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YOU |
Clear Secure, Inc. |
26 |
New |
$17.12 |
$5,413,000 |
254,500 |
0.13% |
5,413,000 |
254,500 |
0.252 |
N/A |
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CSGP |
CoStar Group Inc |
28 |
New |
$78.62 |
$3,043,000 |
31,500 |
0.07% |
3,043,000 |
31,500 |
0.008 |
Business Software & S... |
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FOUR |
Shift4 Payments, Inc. |
30 |
New |
$70.54 |
$1,949,000 |
29,500 |
0.05% |
1,949,000 |
29,500 |
0.048 |
N/A |
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CHE |
Chemed Corp |
31 |
New |
$548.91 |
$674,000 |
1,050 |
0.02% |
674,000 |
1,050 |
0.007 |
Consumer Services |
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