Skye Global Management
Latest statistics and disclosures from Skye Global Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AMZN, MSFT, GE, TSM, TDG, and represent 68.40% of Skye Global Management's stock portfolio.
- Added to shares of these 10 stocks: TSM (+$141M), VMC (+$70M), MLM (+$61M), PRMB (+$57M), KLAC (+$53M), AMAT (+$46M), LRCX (+$39M), MSFT (+$33M), GEHC (+$33M), SHW (+$27M).
- Started 17 new stock positions in GEHC, FIX, FER, ONTO, ICE, SNPS, NWSA, KLAC, DE, PRMB. AXON, TSM, AMAT, LPX, LRCX, NFLX, AER.
- Reduced shares in these 10 stocks: AMZN (-$130M), PRMW (-$56M), AAPL (-$41M), UNP (-$40M), CASY (-$20M), GE (-$12M), SPGI (-$11M), SAP (-$11M), CP (-$9.6M), TDG (-$8.9M).
- Sold out of its positions in CELH, DAL, PRMW, SAP.
- Skye Global Management was a net buyer of stock by $347M.
- Skye Global Management has $4.8B in assets under management (AUM), dropping by 15.82%.
- Central Index Key (CIK): 0001675884
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Portfolio Holdings for Skye Global Management
Skye Global Management holds 47 positions in its portfolio as reported in the December 2024 quarterly 13F filing
Company (Ticker) |
Portfolio Weight |
Valued At |
Change in Shares |
Share Count |
Share Price |
|
|---|---|---|---|---|---|---|
| Amazon (AMZN) | 51.8 | $2.5B | -4% | 11M | 219.39 |
|
| Microsoft Corporation (MSFT) | 5.9 | $283M | +13% | 672k | 421.50 |
|
| Ge Aerospace Com New (GE) | 5.0 | $240M | -4% | 1.4M | 166.79 |
|
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.9 | $141M | NEW | 712k | 197.49 |
|
| TransDigm Group Incorporated (TDG) | 2.8 | $133M | -6% | 105k | 1267.28 |
|
| Martin Marietta Materials (MLM) | 2.8 | $133M | +85% | 257k | 516.50 |
|
| Waste Connections (WCN) | 2.3 | $111M | +7% | 648k | 171.58 |
|
| Vulcan Materials Company (VMC) | 2.3 | $110M | +174% | 428k | 257.23 |
|
| Hilton Worldwide Holdings (HLT) | 2.3 | $109M | 440k | 247.16 |
|
|
| Union Pacific Corporation (UNP) | 2.0 | $96M | -29% | 420k | 228.04 |
|
| S&p Global (SPGI) | 1.9 | $91M | -11% | 182k | 498.03 |
|
| Moody's Corporation (MCO) | 1.8 | $86M | -8% | 182k | 473.37 |
|
| Canadian Pacific Kansas City (CP) | 1.7 | $84M | -10% | 1.2M | 72.37 |
|
| Casey's General Stores (CASY) | 1.4 | $67M | -22% | 169k | 396.23 |
|
| Primo Brands Corporation Class A Com Shs (PRMB) | 1.2 | $57M | NEW | 1.9M | 30.77 |
|
| Thermo Fisher Scientific (TMO) | 1.2 | $55M | +77% | 107k | 520.23 |
|
| Kla Corp Com New (KLAC) | 1.1 | $53M | NEW | 85k | 630.12 |
|
| Applied Materials (AMAT) | 1.0 | $46M | NEW | 282k | 162.63 |
|
| Meta Platforms Cl A (META) | 0.9 | $45M | +130% | 76k | 585.51 |
|
| Danaher Corporation (DHR) | 0.8 | $40M | +21% | 172k | 229.55 |
|
| Lam Research Corp Com New (LRCX) | 0.8 | $39M | NEW | 542k | 72.23 |
|
| Ferguson Enterprises Common Stock New (FERG) | 0.8 | $36M | +116% | 208k | 173.57 |
|
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.7 | $33M | NEW | 418k | 78.18 |
|
| Visa Com Cl A (V) | 0.7 | $32M | 102k | 316.04 |
|
|
| Apple (AAPL) | 0.6 | $31M | -56% | 125k | 250.42 |
|
| Sherwin-Williams Company (SHW) | 0.6 | $27M | +3733% | 81k | 339.93 |
|
| Coupang Cl A (CPNG) | 0.5 | $23M | +72% | 1.1M | 21.98 |
|
| Procter & Gamble Company (PG) | 0.4 | $18M | 108k | 167.65 |
|
|
| Synopsys (SNPS) | 0.3 | $15M | NEW | 32k | 485.36 |
|
| MercadoLibre (MELI) | 0.3 | $12M | +113% | 7.2k | 1700.44 |
|
| Ferrovial Se Ord Shs (FER) | 0.2 | $11M | NEW | 252k | 42.03 |
|
| Grindr (GRND) | 0.2 | $11M | 592k | 17.84 |
|
|
| Chipotle Mexican Grill (CMG) | 0.1 | $7.1M | -27% | 119k | 60.30 |
|
| Steris Shs Usd (STE) | 0.1 | $6.1M | +76% | 30k | 205.56 |
|
| Louisiana-Pacific Corporation (LPX) | 0.1 | $4.2M | NEW | 41k | 103.55 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $4.0M | 4.4k | 916.27 |
|
|
| Hldgs (UAL) | 0.1 | $3.9M | +28% | 41k | 97.10 |
|
| Aercap Holdings Nv SHS (AER) | 0.1 | $3.9M | NEW | 41k | 95.70 |
|
| Deere & Company (DE) | 0.1 | $2.7M | NEW | 6.4k | 423.70 |
|
| Intercontinental Exchange (ICE) | 0.1 | $2.5M | NEW | 17k | 149.01 |
|
| Wal-Mart Stores (WMT) | 0.0 | $2.3M | -75% | 25k | 90.35 |
|
| Onto Innovation (ONTO) | 0.0 | $2.1M | NEW | 13k | 166.67 |
|
| Axon Enterprise (AXON) | 0.0 | $1.9M | NEW | 3.2k | 594.32 |
|
| News Corp Cl A (NWSA) | 0.0 | $1.8M | NEW | 65k | 27.54 |
|
| Loar Holdings Com Shs (LOAR) | 0.0 | $1.6M | 21k | 73.91 |
|
|
| Netflix (NFLX) | 0.0 | $749k | NEW | 840.00 | 891.32 |
|
| Comfort Systems USA (FIX) | 0.0 | $712k | NEW | 1.7k | 424.06 |
|
Past Filings by Skye Global Management
SEC 13F filings are viewable for Skye Global Management going back to 2017
- Skye Global Management 2024 Q4 filed Feb. 14, 2025
- Skye Global Management 2024 Q3 filed Nov. 14, 2024
- Skye Global Management 2024 Q2 filed Aug. 14, 2024
- Skye Global Management 2024 Q1 filed May 15, 2024
- Skye Global Management 2024 Q1 restated filed May 15, 2024
- Skye Global Management 2023 Q3 filed Nov. 14, 2023
- Skye Global Management 2023 Q2 filed Aug. 14, 2023
- Skye Global Management 2023 Q1 filed May 15, 2023
- Skye Global Management 2022 Q4 filed Feb. 14, 2023
- Skye Global Management 2022 Q3 filed Nov. 14, 2022
- Skye Global Management 2022 Q2 filed Aug. 15, 2022
- Skye Global Management 2022 Q1 filed May 16, 2022
- Skye Global Management 2021 Q4 filed Feb. 14, 2022
- Skye Global Management 2021 Q3 filed Nov. 15, 2021
- Skye Global Management 2021 Q2 filed Aug. 16, 2021
- Skye Global Management 2021 Q1 filed May 14, 2021