Skye Global Management LP — 13F Holdings & Portfolio
CIK 1675884 · latest 13F-HR filed 2026-08-14
Skye Global Management LP manages $5.14B in 13F-reported U.S. long-equity assets across 30 reported positions as of its 2026-06-30 13F-HR filing. Its largest disclosed positions are AMZN (44.84%), V (9.29%), GE (7.98%). Quarter over quarter (versus its 2026-03-31 filing) the fund opened 0 new positions, exited 14, added to 15, and trimmed 10.
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.
PHILLIPS POINT, WEST TOWER, SUITE 1405
WEST PALM BEACH, FL 33401
$5.14B
Long-equity book
30
Distinct positions
2026-06-30
Filed 2026-08-14
+0 / −14 / ↑15 / ↓10
vs 2026-03-31
| Name | Title / Status | Ownership | Type |
|---|
Top Adds (vs prior quarter)
- AMAZON COM INC$274.2M +13.5%
- VISA INC$190.4M +66.3%
- GE AEROSPACE$69.3M +20.3%
- WASTE CONNECTIONS INC$40.0M +26.4%
- DANAHER CORP DEL$34.1M +72.6%
Top Trims
- S&P GLOBAL INC-$25.6M -11.4%
- MOODYS CORP-$19.2M -12.0%
- MICROSOFT CORP-$16.8M -7.3%
- MARTIN MARIETTA MATLS INC-$12.4M -7.9%
- VULCAN MATLS CO-$8.1M -8.2%
Exited Positions
- APPLE INC$20.9M
- AMERICAN EXPRESS CO$19.8M
- PERIMETER SOLUTIONS INC$15.9M
- WOODWARD INC$14.3M
- WASTE MGMT INC DEL$13.1M
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 | $2.31B | 44.84% | 9,672,000 | SH |
| 2 | VISA INC | V | 92826C839 | $477.5M | 9.29% | 1,391,718 | SH |
| 3 | GE AEROSPACE | GE | 369604301 | $410.4M | 7.98% | 1,098,000 | SH |
| 4 | MICROSOFT CORP | MSFT | 594918104 | $213.4M | 4.15% | 572,000 | SH |
| 5 | S&P GLOBAL INC | SPGI | 78409V104 | $198.1M | 3.85% | 486,500 | SH |
| 6 | WASTE CONNECTIONS INC | WCN | 94106B101 | $191.4M | 3.72% | 1,148,000 | SH |
| 7 | TRANSDIGM GROUP INC | TDG | 893641100 | $159.8M | 3.11% | 120,000 | SH |
| 8 | MARTIN MARIETTA MATLS INC | MLM | 573284106 | $145.3M | 2.83% | 252,000 | SH |
| 9 | MOODYS CORP | MCO | 615369105 | $141.3M | 2.75% | 312,000 | SH |
| 10 | HILTON WORLDWIDE HLDGS INC | HLT | 43300A203 | $126.2M | 2.46% | 382,000 | SH |
| 11 | ALPHABET INC | GOOGL | 02079K305 | $114.4M | 2.22% | 320,000 | SH |
| 12 | VULCAN MATLS CO | VMC | 929160109 | $91.0M | 1.77% | 308,500 | SH |
| 13 | DANAHER CORP DEL | DHR | 235851102 | $81.1M | 1.58% | 426,000 | SH |
| 14 | THERMO FISHER SCIENTIFIC INC | TMO | 883556102 | $75.5M | 1.47% | 150,500 | SH |
| 15 | FERGUSON ENTERPRISES INC | FERG | 31488V107 | $58.9M | 1.14% | 248,000 | SH |
| 16 | SHERWIN WILLIAMS CO | SHW | 824348106 | $55.3M | 1.07% | 160,500 | SH |
| 17 | REPUBLIC SVCS INC | RSG | 760759100 | $51.2M | 1.00% | 240,500 | SH |
| 18 | FERROVIAL NV | FER | N3168P101 | $45.0M | 0.88% | 656,000 | SH |
| 19 | UNION PAC CORP | UNP | 907818108 | $38.6M | 0.75% | 142,000 | SH |
| 20 | DOORDASH INC | DASH | 25809K105 | $32.8M | 0.64% | 178,000 | SH |
| 21 | NETFLIX INC. | NFLX | 64110L106 | $27.3M | 0.53% | 382,000 | SH |
| 22 | SPOTIFY TECHNOLOGY S A | SPOT | L8681T102 | $25.2M | 0.49% | 54,800 | SH |
| 23 | COUPANG INC | CPNG | 22266T109 | $15.0M | 0.29% | 862,000 | SH |
| 24 | SEA LTD | SE | 81141R100 | $13.0M | 0.25% | 136,000 | SH |
| 25 | CANADIAN PACIFIC KANSAS CITY | CP | 13646K108 | $12.3M | 0.24% | 142,000 | SH |
| 26 | MERCADOLIBRE INC | MELI | 58733R102 | $10.5M | 0.20% | 6,200 | SH |
| 27 | KENVUE INC | KVUE | 49177J102 | $8.7M | 0.17% | 456,000 | SH |
| 28 | COLGATE PALMOLIVE CO | CL | 194162103 | $7.6M | 0.15% | 82,500 | SH |
| 29 | LOUISIANA PAC CORP | LPX | 546347105 | $4.7M | 0.09% | 60,000 | SH |
| 30 | COSTCO WHOLESALE CORPORATION | COST | 22160K105 | $4.1M | 0.08% | 4,400 | SH |
| Period | Filed | AUM | Holdings | Accession |
|---|---|---|---|---|
| 2026-06-30 | 2026-08-14 | $5.14B | 30 | 0001420506-26-001667 |
| 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 |