Skye Global Management LP Buys Amazon.com Inc, Verizon Communications Inc, British American Tobacco PLC, Sells Workday Inc, Union Pacific Corp, JD.com Inc

• New Purchases: BTI, INST, INST, MO, FIVN, UNH, UPS, AVID, TMUS, ATVI, OKTA, MCO, TTWO, SPGI, SERA, NCR, CVNA, SWBI, APPF, CPNG, KVSB,
• Added Positions: AMZN, VZ, GOOGL, GWRE, LMT, AAPL, SHOP, CP, RTPY, ZM, ADBE, PCOR, TEAM, TMO, ANSS, NOW, TDG, VEEV, RSG, ADSK, NAUT,
• Reduced Positions: MSFT, WDAY, CRM, DHR, TYL, NFLX, COUP, FB, GOOG, AXON, SBAC, CSGP, WCN, DCT, Z, SE, WAB,
• Sold Out: UNP, JD, CNI, ILMN, TWTR, DOCU, ACTG, BHVN, PKI, RETA, RNLX, DGNR, DOCS, SUI, MRTX, FATE, DE, CHD, BBIO, ARYD, DIBS,

For the details of Skye Global Management LP's stock buys and sells, go to https://www.gurufocus.com/guru/skye+global+management+lp/current-portfolio/portfolio

1. Amazon.com Inc (AMZN) - 492,500 shares, 27.18% of the total portfolio. Shares added by 20.27%
2. Microsoft Corp (MSFT) - 5,620,000 shares, 26.62% of the total portfolio. Shares reduced by 10.19%
3. Alphabet Inc (GOOGL) - 312,000 shares, 14.01% of the total portfolio. Shares added by 12.23%
4. Verizon Communications Inc (VZ) - 5,228,000 shares, 4.74% of the total portfolio. Shares added by 119.76%
5. Guidewire Software Inc (GWRE) - 2,078,000 shares, 4.15% of the total portfolio. Shares added by 28.43%

Skye Global Management LP initiated holding in British American Tobacco PLC. The purchase prices were between $35.28 and $39.52, with an estimated average price of $37.57. The stock is now traded at around $35.397800. The impact to a portfolio due to this purchase was 1.19%. The holding were 2,000,000 shares as of 2021-09-30.

Skye Global Management LP initiated holding in Instructure Holdings Inc. The purchase prices were between $18.97 and $25.05, with an estimated average price of $21.37. The stock is now traded at around $24.720000. The impact to a portfolio due to this purchase was 0.97%. The holding were 2,568,000 shares as of 2021-09-30.

Skye Global Management LP initiated holding in Instructure Holdings Inc. The purchase prices were between $18.97 and $25.05, with an estimated average price of $21.37. The stock is now traded at around $24.720000. The impact to a portfolio due to this purchase was 0.97%. The holding were 2,568,000 shares as of 2021-09-30.

Skye Global Management LP initiated holding in Altria Group Inc. The purchase prices were between $45.52 and $51.04, with an estimated average price of $48.33. The stock is now traded at around $45.070000. The impact to a portfolio due to this purchase was 0.96%. The holding were 1,258,500 shares as of 2021-09-30.

Skye Global Management LP initiated holding in Five9 Inc. The purchase prices were between $158.23 and $209.7, with an estimated average price of $182.37. The stock is now traded at around $162.829000. The impact to a portfolio due to this purchase was 0.41%. The holding were 152,000 shares as of 2021-09-30.

Skye Global Management LP initiated holding in UnitedHealth Group Inc. The purchase prices were between $390.74 and $429.71, with an estimated average price of $414.25. The stock is now traded at around $452.525500. The impact to a portfolio due to this purchase was 0.3%. The holding were 45,800 shares as of 2021-09-30.

Skye Global Management LP added to a holding in Amazon.com Inc by 20.27%. The purchase prices were between $3187.75 and $3731.41, with an estimated average price of $3451.22. The stock is now traded at around $3551.020000. The impact to a portfolio due to this purchase was 4.58%. The holding were 492,500 shares as of 2021-09-30.

Skye Global Management LP added to a holding in Verizon Communications Inc by 119.76%. The purchase prices were between $54.01 and $56.55, with an estimated average price of $55.34. The stock is now traded at around $52.236400. The impact to a portfolio due to this purchase was 2.58%. The holding were 5,228,000 shares as of 2021-09-30.

Skye Global Management LP added to a holding in Guidewire Software Inc by 28.43%. The purchase prices were between $108.15 and $123.12, with an estimated average price of $115.55. The stock is now traded at around $123.290000. The impact to a portfolio due to this purchase was 0.92%. The holding were 2,078,000 shares as of 2021-09-30.

Skye Global Management LP added to a holding in Lockheed Martin Corp by 242.11%. The purchase prices were between $336.05 and $383.48, with an estimated average price of $362.11. The stock is now traded at around $341.050000. The impact to a portfolio due to this purchase was 0.53%. The holding were 130,000 shares as of 2021-09-30.

Skye Global Management LP added to a holding in Apple Inc by 190.99%. The purchase prices were between $137.27 and $156.69, with an estimated average price of $147.22. The stock is now traded at around $150.000000. The impact to a portfolio due to this purchase was 0.25%. The holding were 161,500 shares as of 2021-09-30.

Skye Global Management LP added to a holding in Shopify Inc by 48.23%. The purchase prices were between $1346.55 and $1643.32, with an estimated average price of $1498.75. The stock is now traded at around $1673.120000. The impact to a portfolio due to this purchase was 0.25%. The holding were 33,500 shares as of 2021-09-30.

Skye Global Management LP sold out a holding in Union Pacific Corp. The sale prices were between $196.01 and $228.35, with an estimated average price of $216.07.

Skye Global Management LP sold out a holding in JD.com Inc. The sale prices were between $62.19 and $83.24, with an estimated average price of $73.86.

Skye Global Management LP sold out a holding in Canadian National Railway Co. The sale prices were between $101.48 and $127.22, with an estimated average price of $110.76.

Skye Global Management LP sold out a holding in Illumina Inc. The sale prices were between $405.61 and $524.84, with an estimated average price of $472.7.

Skye Global Management LP sold out a holding in DocuSign Inc. The sale prices were between $256.89 and $310.05, with an estimated average price of $288.31.

Skye Global Management LP sold out a holding in Twitter Inc. The sale prices were between $59.66 and $71.69, with an estimated average price of $65.71.