Skye Global Management
Latest statistics and disclosures from Skye Global Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AMZN, GE, MSFT, Amazon Com Inc option, SPGI, and represent 59.53% of Skye Global Management's stock portfolio.
- Added to shares of these 10 stocks: Amazon Com Inc option (+$223M), AMZN (+$220M), Spdr S&p 500 Etf Tr option (+$219M), GOOGL (+$45M), WCN (+$37M), KVUE (+$33M), Apple Inc option (+$29M), RSG (+$25M), NFLX (+$24M), DASH (+$24M).
- Started 7 new stock positions in Apple Inc option, BA, LIN, BAC, C, RL, Spdr S&p 500 Etf Tr option.
- Reduced shares in these 10 stocks: MSFT (-$203M), V (-$92M), , LRCX (-$46M), KLAC (-$41M), CMG (-$37M), AAPL (-$23M), CASY (-$16M), SHOP (-$15M), .
- Sold out of its positions in AAPL, AUR, AXON, CMG, CLH, Coinbase Global, FIX, Coreweave, DE, GEHC.
- Skye Global Management was a net buyer of stock by $332M.
- Skye Global Management has $5.4B in assets under management (AUM), dropping by 8.47%.
- 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 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Amazon (AMZN) | 38.2 | $2.1B | +11% | 9.0M | 230.82 |
|
| Ge Aerospace Com New (GE) | 7.2 | $388M | 1.3M | 308.03 |
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| Microsoft Corporation (MSFT) | 5.3 | $286M | -41% | 592k | 483.62 |
|
| Amazon Call Call Option | 4.7 | $253M | +768% | 1.1M | 230.82 |
|
| S&p Global (SPGI) | 4.2 | $228M | +7% | 437k | 522.59 |
|
| Spdr S&p 500 Etf Tr Call Call Option | 4.0 | $219M | NEW | 321k | 681.92 |
|
| Visa Com Cl A (V) | 3.6 | $197M | -31% | 562k | 350.71 |
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| Moody's Corporation (MCO) | 3.3 | $177M | +6% | 347k | 510.85 |
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| Martin Marietta Materials (MLM) | 3.1 | $171M | 274k | 622.66 |
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| TransDigm Group Incorporated (TDG) | 2.9 | $160M | 120k | 1329.85 |
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| Waste Connections (WCN) | 2.9 | $156M | +30% | 892k | 175.36 |
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| Vulcan Materials Company (VMC) | 2.3 | $125M | 438k | 285.22 |
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| Hilton Worldwide Holdings (HLT) | 2.3 | $124M | 433k | 287.25 |
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| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $107M | +72% | 342k | 313.00 |
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| Meta Platforms Cl A (META) | 1.3 | $70M | 106k | 660.09 |
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| Thermo Fisher Scientific (TMO) | 1.2 | $63M | 108k | 579.45 |
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| Kenvue (KVUE) | 1.1 | $59M | +130% | 3.4M | 17.25 |
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| Casey's General Stores (CASY) | 1.0 | $53M | -23% | 97k | 552.71 |
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| Sherwin-Williams Company (SHW) | 1.0 | $53M | 163k | 324.03 |
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| Danaher Corporation (DHR) | 0.8 | $45M | 196k | 228.92 |
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| Republic Services (RSG) | 0.7 | $39M | +179% | 182k | 211.93 |
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| Union Pacific Corporation (UNP) | 0.7 | $38M | +9% | 165k | 231.32 |
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| Doordash Cl A (DASH) | 0.6 | $32M | +273% | 142k | 226.48 |
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| Ferguson Enterprises Common Stock New (FERG) | 0.5 | $29M | +3% | 132k | 222.63 |
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| Apple Call | 0.5 | $29M | NEW | 106k | 271.86 |
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| Procter & Gamble Company (PG) | 0.5 | $26M | +6% | 183k | 143.31 |
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| Netflix (NFLX) | 0.5 | $26M | +1679% | 274k | 93.76 |
|
| American Express Company (AXP) | 0.4 | $24M | 66k | 369.95 |
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| Ferrovial Se Ord Shs (FER) | 0.4 | $24M | +2% | 372k | 64.61 |
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| Coupang Cl A (CPNG) | 0.4 | $20M | 842k | 23.59 |
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| Perimeter Solutions Common Stock (PRM) | 0.4 | $20M | 712k | 27.53 |
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| Sea Sponsord Ads (SE) | 0.3 | $15M | +376% | 120k | 127.57 |
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| Canadian Pacific Kansas City (CP) | 0.3 | $14M | 193k | 73.63 |
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| Linde SHS (LIN) | 0.2 | $11M | NEW | 25k | 426.39 |
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| Colgate-Palmolive Company (CL) | 0.2 | $10M | -23% | 129k | 79.02 |
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| Spotify Technology S A SHS (SPOT) | 0.2 | $9.8M | 17k | 580.71 |
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| Boeing Company (BA) | 0.2 | $8.3M | NEW | 38k | 217.12 |
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| Louisiana-Pacific Corporation (LPX) | 0.1 | $6.5M | +5% | 81k | 80.76 |
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| Heico Corp Cl A (HEI.A) | 0.1 | $6.4M | 25k | 252.43 |
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| Primo Brands Corporation Class A Com Shs (PRMB) | 0.1 | $6.4M | +52% | 389k | 16.35 |
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| MercadoLibre (MELI) | 0.1 | $5.9M | +16% | 2.9k | 2014.26 |
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| Costco Wholesale Corporation (COST) | 0.1 | $3.8M | 4.4k | 862.34 |
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| Citigroup Com New (C) | 0.1 | $3.7M | NEW | 32k | 116.69 |
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| Bank of America Corporation (BAC) | 0.0 | $2.7M | NEW | 48k | 55.00 |
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| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $2.2M | -74% | 32k | 68.23 |
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| Ralph Lauren Corp Cl A (RL) | 0.0 | $1.5M | NEW | 4.2k | 353.61 |
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| Vail Resorts (MTN) | 0.0 | $1.4M | -3% | 10k | 132.80 |
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Past Filings by Skye Global Management
SEC 13F filings are viewable for Skye Global Management going back to 2017
- Skye Global Management 2025 Q4 filed Feb. 17, 2026
- Skye Global Management 2025 Q3 filed Nov. 14, 2025
- Skye Global Management 2025 Q2 filed Aug. 14, 2025
- Skye Global Management 2025 Q1 filed May 15, 2025
- 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