Skye Global Management Lp Portfolio Stock Holdings
Skye Global Management Lp disclosed 44 stock positions valued at approximately $4.6 billion in its latest SEC 13F filing. The largest holdings include AMAZON COM INC, GE AEROSPACE, and VISA INC. The filing reflects positions held as of March 31, 2026 and was filed on May 15, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 44
- Portfolio Value
- $4.6B
Holdings by Sector
Skye Global Management Lp Portfolio Holdings in Q1 2026
43 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| AMAZON COM INC | AMZN | Consumer Cyclical | 43.74% | 9,752,000 | +776,000 | +8.65% | $2,031,049,040 |
| GE AEROSPACE | GE | Industrials | 7.35% | 1,202,000 | -58,000 | -4.60% | $341,091,540 |
| VISA INC | V | Financial Services | 6.18% | 950,000 | +388,000 | +69.04% | $287,128,000 |
| MICROSOFT CORP | MSFT | Technology | 4.96% | 621,800 | +29,800 | +5.03% | $230,171,706 |
| S&P GLOBAL INC | SPGI | Financial Services | 4.82% | 526,000 | +89,500 | +20.50% | $223,728,840 |
| MOODYS CORP | MCO | Financial Services | 3.46% | 368,000 | +21,500 | +6.20% | $160,540,000 |
| MARTIN MARIETTA MATLS INC | MLM | Basic Materials | 3.40% | 268,000 | -6,000 | -2.19% | $157,766,240 |
| WASTE CONNECTIONS INC | WCN | Industrials | 3.26% | 932,000 | +40,000 | +4.48% | $151,394,080 |
| TRANSDIGM GROUP INC | TDG | Industrials | 2.95% | 118,000 | -2,000 | -1.67% | $136,757,280 |
| HILTON WORLDWIDE HLDGS INC | HLT | Consumer Cyclical | 2.75% | 420,000 | -12,500 | -2.89% | $127,713,600 |
| VULCAN MATLS CO | VMC | Basic Materials | 2.13% | 364,000 | -74,000 | -16.89% | $99,117,200 |
| ALPHABET INC | GOOGL | Communication Services | 2.12% | 342,000 | - | - | $98,345,520 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 1.25% | 118,500 | +10,500 | +9.72% | $58,246,305 |
| SHERWIN WILLIAMS CO | SHW | Basic Materials | 1.17% | 170,000 | +7,500 | +4.62% | $54,493,500 |
| FERGUSON ENTERPRISES INC | FERG | Industrials | 1.05% | 210,000 | +78,000 | +59.09% | $48,984,600 |
| DANAHER CORP DEL | DHR | Healthcare | 1.01% | 248,000 | +52,000 | +26.53% | $47,020,800 |
| REPUBLIC SVCS INC | RSG | Industrials | 0.95% | 200,500 | +18,500 | +10.16% | $43,913,510 |
| UNION PAC CORP | UNP | Industrials | 0.80% | 154,000 | -10,500 | -6.38% | $37,363,480 |
| NETFLIX INC. | NFLX | Communication Services | 0.75% | 362,000 | +88,000 | +32.12% | $34,806,300 |
| FERROVIAL SE | FER.MC | Other | 0.66% | 472,000 | +100,000 | +26.88% | $30,703,600 |
| SPOTIFY TECHNOLOGY S A | SPOT | Other | 0.55% | 52,800 | +35,950 | +213.35% | $25,603,248 |
| DOORDASH INC | DASH | Communication Services | 0.48% | 148,000 | +6,000 | +4.23% | $22,222,200 |
| APPLE INC | AAPL | Technology | 0.45% | 82,500 | +82,500 | +100.00% | $20,937,675 |
| AMERICAN EXPRESS CO | AXP | Financial Services | 0.43% | 65,500 | - | - | $19,812,440 |
| COUPANG INC | CPNG | Consumer Cyclical | 0.36% | 894,000 | +52,000 | +6.18% | $16,878,720 |
| WOODWARD INC | WWD | Industrials | 0.31% | 40,000 | +40,000 | +100.00% | $14,316,800 |
| CANADIAN PACIFIC KANSAS CITY | CP | Industrials | 0.30% | 176,500 | -16,000 | -8.31% | $13,883,490 |
| KENVUE INC | KVUE | Consumer Defensive | 0.29% | 792,000 | -2,608,000 | -76.71% | $13,654,080 |
| WASTE MGMT INC DEL | WM | Industrials | 0.28% | 56,800 | +56,800 | +100.00% | $13,052,072 |
| SEA LTD | SE | Consumer Cyclical | 0.23% | 128,500 | +8,500 | +7.08% | $10,641,085 |
| WORKDAY INC | WDAY | Technology | 0.15% | 52,600 | +52,600 | +100.00% | $6,833,792 |
| TOAST INC | TOST | Technology | 0.14% | 248,000 | +248,000 | +100.00% | $6,574,480 |
| HEICO CORP NEW | HEI-A | Industrials | 0.13% | 29,500 | +4,300 | +17.06% | $6,227,155 |
| CASEYS GEN STORES INC | CASY | Consumer Cyclical | 0.13% | 8,200 | -88,300 | -91.50% | $5,968,452 |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 0.12% | 66,000 | -62,500 | -48.64% | $5,625,180 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 0.10% | 2,740 | -200 | -6.80% | $4,737,515 |
| LOUISIANA PAC CORP | LPX | Industrials | 0.10% | 62,000 | -19,000 | -23.46% | $4,510,500 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.09% | 4,400 | - | - | $4,384,292 |
| SAP SE | SAP | Technology | 0.09% | 23,200 | +23,200 | +100.00% | $3,972,072 |
| MAPLEBEAR INC | CART | Consumer Cyclical | 0.07% | 82,000 | +82,000 | +100.00% | $3,071,720 |
| VERISK ANALYTICS INC | VRSK | Industrials | 0.04% | 10,500 | +10,500 | +100.00% | $1,992,375 |
| PRIMO BRANDS CORPORATION | 741623102 | Other | 0.03% | 63,200 | -325,300 | -83.73% | $1,190,056 |
| ZOOMINFO TECHNOLOGIES INC | ZI | Technology | 0.02% | 168,500 | +168,500 | +100.00% | $1,007,630 |