Skye Global Management Lp Portfolio Stock Holdings
According to the SEC 13F filed on August 14, 2026, Skye Global Management Lp disclosed 30 stock positions valued at approximately $5.14B as of quarter-end June 30, 2026. The largest holdings include AMAZON COM INC, VISA INC, and GE AEROSPACE.
- Report Period
- June 30, 2026
- No. of Stocks
- 30
- Portfolio Value
- $5.14B
Holdings by Sector
Skye Global Management Lp Portfolio Holdings in Q2 2026
| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| AMAZON COM INC | AMZN | Consumer Cyclical | 44.84% | 9,672,000 | -80,000 | -0.82% | $2,305,224,480 |
| VISA INC | V | Financial Services | 9.29% | 1,391,718 | +441,718 | +46.50% | $477,484,529 |
| GE AEROSPACE | GE | Industrials | 7.98% | 1,098,000 | -104,000 | -8.65% | $410,355,540 |
| MICROSOFT CORP | MSFT | Technology | 4.15% | 572,000 | -49,800 | -8.01% | $213,367,440 |
| S&P GLOBAL INC | SPGI | Financial Services | 3.85% | 486,500 | -39,500 | -7.51% | $198,131,990 |
| WASTE CONNECTIONS INC | WCN | Industrials | 3.72% | 1,148,000 | +216,000 | +23.18% | $191,360,120 |
| TRANSDIGM GROUP INC | TDG | Industrials | 3.11% | 120,000 | +2,000 | +1.69% | $159,844,800 |
| MARTIN MARIETTA MATLS INC | MLM | Basic Materials | 2.83% | 252,000 | -16,000 | -5.97% | $145,328,400 |
| MOODYS CORP | MCO | Financial Services | 2.75% | 312,000 | -56,000 | -15.22% | $141,311,040 |
| HILTON WORLDWIDE HLDGS INC | HLT | Consumer Cyclical | 2.46% | 382,000 | -38,000 | -9.05% | $126,235,720 |
| ALPHABET INC | GOOGL | Communication Services | 2.22% | 320,000 | -22,000 | -6.43% | $114,358,400 |
| VULCAN MATLS CO | VMC | Basic Materials | 1.77% | 308,500 | -55,500 | -15.25% | $91,010,585 |
| DANAHER CORP DEL | DHR | Healthcare | 1.58% | 426,000 | +178,000 | +71.77% | $81,144,480 |
| THERMO FISHER SCIENTIFIC INC | TMO | Healthcare | 1.47% | 150,500 | +32,000 | +27.00% | $75,454,680 |
| FERGUSON ENTERPRISES INC | FERG | Industrials | 1.14% | 248,000 | +38,000 | +18.10% | $58,857,840 |
| SHERWIN WILLIAMS CO | SHW | Basic Materials | 1.07% | 160,500 | -9,500 | -5.59% | $55,263,360 |
| REPUBLIC SVCS INC | RSG | Industrials | 1.00% | 240,500 | +40,000 | +19.95% | $51,245,740 |
| FERROVIAL NV | FER.MC | Other | 0.88% | 656,000 | +184,000 | +38.98% | $45,008,160 |
| UNION PAC CORP | UNP | Industrials | 0.75% | 142,000 | -12,000 | -7.79% | $38,624,000 |
| DOORDASH INC | DASH | Communication Services | 0.64% | 178,000 | +30,000 | +20.27% | $32,846,340 |
| NETFLIX INC. | NFLX | Communication Services | 0.53% | 382,000 | +20,000 | +5.52% | $27,274,800 |
| SPOTIFY TECHNOLOGY S A | SPOT | Communication Services | 0.49% | 54,800 | +2,000 | +3.79% | $25,160,324 |
| COUPANG INC | CPNG | Consumer Cyclical | 0.29% | 862,000 | -32,000 | -3.58% | $14,972,940 |
| SEA LTD | SE | Consumer Cyclical | 0.25% | 136,000 | +7,500 | +5.84% | $13,032,880 |
| CANADIAN PACIFIC KANSAS CITY | CP | Industrials | 0.24% | 142,000 | -34,500 | -19.55% | $12,304,300 |
| MERCADOLIBRE INC | MELI | Consumer Cyclical | 0.20% | 6,200 | +3,460 | +126.28% | $10,523,818 |
| KENVUE INC | KVUE | Consumer Defensive | 0.17% | 456,000 | -336,000 | -42.42% | $8,714,160 |
| COLGATE PALMOLIVE CO | CL | Consumer Defensive | 0.15% | 82,500 | +16,500 | +25.00% | $7,563,600 |
| LOUISIANA PAC CORP | LPX | Industrials | 0.09% | 60,000 | -2,000 | -3.23% | $4,719,600 |
| COSTCO WHOLESALE CORPORATION | COST | Consumer Defensive | 0.08% | 4,400 | - | - | $4,116,068 |
Showing 30 of 30 holdings in the latest reporting period.