Skye Global Management LP
Skye Global Management LP reported 30 holdings worth US$5.14B as of Jun 30, 2026 (Form 13F)
As of Jun 30, 2026 · Filed Aug 14, 2026
Skye Global Management LP reported 30 holdings worth US$5.14B as of Jun 30, 2026. Largest: Amazon.com, Inc., Visa Inc. and Ge Aerospace. Filed Aug 14, 2026 (Form 13F).
- Holdings
- 30
- Value as reported
- US$5.14B
The filing in full
| Company | Shares | Value as reported | % of portfolio |
|---|
| Amazon.com, Inc. | 9.67M | US$2.31B | 44.8% |
| Visa Inc. | 1.39M | US$477M | 9.3% |
| Ge Aerospace | 1.1M | US$410M | 8.0% |
| Microsoft Corp. | 572K | US$213M | 4.2% |
| S&p Global Inc. | 487K | US$198M | 3.9% |
| Waste Connections, Inc. | 1.15M | US$191M | 3.7% |
| Transdigm Group Inc. | 120K | US$160M | 3.1% |
| Martin Marietta Materials, Inc. | 252K | US$145M | 2.8% |
| Moody's Corporation | 312K | US$141M | 2.7% |
| Hilton Worldwide Holdings Inc. | 382K | US$126M | 2.5% |
| Alphabet Inc (google) Class C | 320K | US$114M | 2.2% |
| Vulcan Materials Company (holding Company) | 309K | US$91M | 1.8% |
| Danaher Corporation | 426K | US$81.1M | 1.6% |
| Thermo Fisher Scientific Inc | 151K | US$75.5M | 1.5% |
| Ferguson Enterprises Inc. | 248K | US$58.9M | 1.1% |
| Sherwin-williams Company (the) | 161K | US$55.3M | 1.1% |
| Republic Services, Inc. | 241K | US$51.2M | 1.00% |
| Union Pacific Corporation | 142K | US$38.6M | 0.75% |
| Doordash, Inc. | 178K | US$32.8M | 0.64% |
| Netflix, Inc. | 382K | US$27.3M | 0.53% |
| Coupang, Inc. | 862K | US$15M | 0.29% |
| Canadian Pacific Kansas City Limited | 142K | US$12.3M | 0.24% |
| Mercadolibre, Inc. | 6,200 | US$10.5M | 0.20% |
| Kenvue Inc. | 456K | US$8.71M | 0.17% |
| Colgate-palmolive Company | 82,500 | US$7.56M | 0.15% |
| Louisiana-pacific Corporation | 60,000 | US$4.72M | 0.09% |
| Costco Wholesale Corporation | 4,400 | US$4.12M | 0.08% |
| American Express Company | 0 | US$0 | 0.00% |
| Apple Inc | 0 | US$0 | 0.00% |
| Caseys General Stores, Inc. | 0 | US$0 | 0.00% |
| Heico Corporation | 0 | US$0 | 0.00% |
| Maplebear Inc. | 0 | US$0 | 0.00% |
| Perimeter Solutions, Sa | 0 | US$0 | 0.00% |
| Primo Brands Corporation | 0 | US$0 | 0.00% |
| Sap Se | 0 | US$0 | 0.00% |
| Toast, Inc. | 0 | US$0 | 0.00% |
| Verisk Analytics, Inc. | 0 | US$0 | 0.00% |
| Waste Management, Inc. | 0 | US$0 | 0.00% |
| Woodward, Inc. | 0 | US$0 | 0.00% |
| Workday, Inc. | 0 | US$0 | 0.00% |
| Zoominfo Technologies Inc. | 0 | US$0 | 0.00% |
Source
View original at SEC
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