Skye Global Management LP — 13F Holdings & Portfolio
CIK 1675884 · latest 13F-HR filed 2026-05-15
AUM is the long-equity portion reported on Form 13F-HR. Excludes short positions, cash, foreign holdings, and non-13F assets. For informational purposes only — not investment advice.
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AUM
$5.00B
Long-equity book
Holdings
47
Distinct positions
Period
2026-03-31
Filed 2026-05-15
Q/Q Activity
+9 / −10 / ↑7 / ↓19
vs 2025-12-31
Firm Profile & Key People
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- VISA INC$90.0M +45.7%
- FERGUSON ENTERPRISES INC$19.6M +66.7%
- SPOTIFY TECHNOLOGY S A$15.8M +161.7%
- NETFLIX INC.$9.1M +35.5%
- FERROVIAL SE$6.7M +27.7%
Top Trims
- MICROSOFT CORP-$56.1M -19.6%
- CASEYS GEN STORES INC-$47.4M -88.8%
- GE AEROSPACE-$47.0M -12.1%
- KENVUE INC-$45.0M -76.7%
- VULCAN MATLS CO-$25.8M -20.7%
New Positions
- APPLE INC$20.9M
- WOODWARD INC$14.3M
- WASTE MGMT INC DEL$13.1M
- WORKDAY INC$6.8M
- TOAST INC$6.6M
Exited Positions
- META PLATFORMS INC$70.0M
- APPLE INC$28.8M
- PROCTER AND GAMBLE CO$26.3M
- LINDE PLC$10.7M
- BOEING CO$8.3M
All Holdings
Rows tagged Call or Put are options positions, not stock. Per SEC Form 13F-HR, Value shows the notional value of the underlying (shares covered × underlying price), not the option premium. Shares is the number of underlying shares covered (divide by 100 for contract count).
| # | Issuer | Symbol | CUSIP | Value | Weight | Shares | Type |
|---|---|---|---|---|---|---|---|
| 1 | AMAZON COM INC | AMZN | 023135106 | $2.03B | 40.58% | 9,752,000 | SH |
| 2 | GE AEROSPACE | GE | 369604301 | $341.1M | 6.82% | 1,202,000 | SH |
| 3 | VISA INC | V | 92826C839 | $287.1M | 5.74% | 950,000 | SH |
| 4 | STATE STR SPDR S&P 500 ETF T Call | XCNY | 78462F903 | $259.5M | 5.18% | 399,000 | SH |
| 5 | MICROSOFT CORP | MSFT | 594918104 | $230.2M | 4.60% | 621,800 | SH |
| 6 | S&P GLOBAL INC | SPGI | 78409V104 | $223.7M | 4.47% | 526,000 | SH |
| 7 | MOODYS CORP | MCO | 615369105 | $160.5M | 3.21% | 368,000 | SH |
| 8 | MARTIN MARIETTA MATLS INC | MLM | 573284106 | $157.8M | 3.15% | 268,000 | SH |
| 9 | WASTE CONNECTIONS INC | WCN | 94106B101 | $151.4M | 3.03% | 932,000 | SH |
| 10 | TRANSDIGM GROUP INC | TDG | 893641100 | $136.8M | 2.73% | 118,000 | SH |
| 11 | HILTON WORLDWIDE HLDGS INC | HLT | 43300A203 | $127.7M | 2.55% | 420,000 | SH |
| 12 | VULCAN MATLS CO | VMC | 929160109 | $99.1M | 1.98% | 364,000 | SH |
| 13 | ALPHABET INC | GOOGL | 02079K305 | $98.3M | 1.97% | 342,000 | SH |
| 14 | ISHARES TR Call | IFXAF | 464287902 | $96.5M | 1.93% | 1,113,000 | SH |
| 15 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $58.2M | 1.16% | 118,500 | SH |
| 16 | SHERWIN WILLIAMS CO | SHW | 824348106 | $54.5M | 1.09% | 170,000 | SH |
| 17 | FERGUSON ENTERPRISES INC | FERG | 31488V107 | $49.0M | 0.98% | 210,000 | SH |
| 18 | DANAHER CORP DEL | DHR | 235851102 | $47.0M | 0.94% | 248,000 | SH |
| 19 | REPUBLIC SVCS INC | RSG | 760759100 | $43.9M | 0.88% | 200,500 | SH |
| 20 | UNION PAC CORP | UNP | 907818108 | $37.4M | 0.75% | 154,000 | SH |
| 21 | NETFLIX INC. | NFLX | 64110L106 | $34.8M | 0.70% | 362,000 | SH |
| 22 | FERROVIAL SE | FER | N3168P101 | $30.7M | 0.61% | 472,000 | SH |
| 23 | SPOTIFY TECHNOLOGY S A | SPOT | L8681T102 | $25.6M | 0.51% | 52,800 | SH |
| 24 | DOORDASH INC | DASH | 25809K105 | $22.2M | 0.44% | 148,000 | SH |
| 25 | APPLE INC | AAPL | 037833100 | $20.9M | 0.42% | 82,500 | SH |
| 26 | AMERICAN EXPRESS CO | AXP | 025816109 | $19.8M | 0.40% | 65,500 | SH |
| 27 | COUPANG INC | CPNG | 22266T109 | $16.9M | 0.34% | 894,000 | SH |
| 28 | PERIMETER SOLUTIONS INC | PRM | 71385M107 | $15.9M | 0.32% | 652,000 | SH |
| 29 | WOODWARD INC | WWD | 980745103 | $14.3M | 0.29% | 40,000 | SH |
| 30 | CANADIAN PACIFIC KANSAS CITY | CP | 13646K108 | $13.9M | 0.28% | 176,500 | SH |
| 31 | KENVUE INC | KVUE | 49177J102 | $13.7M | 0.27% | 792,000 | SH |
| 32 | WASTE MGMT INC DEL | WM | 94106L109 | $13.1M | 0.26% | 56,800 | SH |
| 33 | SEA LTD | SE | 81141R100 | $10.6M | 0.21% | 128,500 | SH |
| 34 | WORKDAY INC | WDAY | 98138H101 | $6.8M | 0.14% | 52,600 | SH |
| 35 | TOAST INC | TOST | 888787108 | $6.6M | 0.13% | 248,000 | SH |
| 36 | HEICO CORP NEW | HEI.A | 422806208 | $6.2M | 0.12% | 29,500 | SH |
| 37 | CASEYS GEN STORES INC | CASY | 147528103 | $6.0M | 0.12% | 8,200 | SH |
| 38 | COLGATE PALMOLIVE CO | CL | 194162103 | $5.6M | 0.11% | 66,000 | SH |
| 39 | AMAZON COM INC Call | AMZN | 023135906 | $5.2M | 0.10% | 25,200 | SH |
| 40 | MERCADOLIBRE INC | MELI | 58733R102 | $4.7M | 0.09% | 2,740 | SH |
| 41 | LOUISIANA PAC CORP | LPX | 546347105 | $4.5M | 0.09% | 62,000 | SH |
| 42 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $4.4M | 0.09% | 4,400 | SH |
| 43 | SAP SE | SAP | 803054204 | $4.0M | 0.08% | 23,200 | SH |
| 44 | MAPLEBEAR INC | CART | 565394103 | $3.1M | 0.06% | 82,000 | SH |
| 45 | VERISK ANALYTICS INC | VRSK | 92345Y106 | $2.0M | 0.04% | 10,500 | SH |
| 46 | PRIMO BRANDS CORPORATION | PRMB | 741623102 | $1.2M | 0.02% | 63,200 | SH |
| 47 | ZOOMINFO TECHNOLOGIES INC | GTM | 98980F104 | $1.0M | 0.02% | 168,500 | SH |
Filing History
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-03-31 | 2026-05-15 | $5.00B | 47 | 0001420506-26-001032 |
| 2025-12-31 | 2026-02-17 | $5.42B | 47 | 0001420506-26-000475 |
| 2025-09-30 | 2025-11-14 | $5.00B | 70 | 0001420506-25-003246 |