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, V, SPGI, and represent 63.05% of Skye Global Management's stock portfolio.
- Added to shares of these 10 stocks: AMZN (+$228M), V (+$98M), SPGI (+$67M), GOOGL (+$48M), MCO (+$42M), CMG (+$37M), Amazon Com Inc option (+$28M), WCN (+$16M), AAPL (+$15M), CL (+$14M).
- Started 23 new stock positions in CL, Vertiv Holdings Co put, PRMB, Coreweave, LYFT, CMG, PLTR, GOOGL, AUR, Gemini Space Sta. JPM, IBP, Spdr S&p 500 Etf Tr option, CLH, QSR, Amazon Com Inc option, MTN, UNH, Coinbase Global, TSCO, Solaris Oilfield Infrstr Inc put, Microstrategy Inc Cmn Stk cmn, Select Sector Spdr Tr.
- Reduced shares in these 10 stocks: , TSM (-$229M), KLAC (-$59M), LRCX (-$52M), U (-$49M), UAL (-$32M), GEHC (-$21M), TMO (-$19M), Unity Software (-$17M), VMC (-$14M).
- Sold out of its positions in CNM, DAL, GRND, KNF, NTRA, Spdr S&p 500 Etf Tr option, TSM, UAL, U, Unity Software. WM, STE, VIK.
- Skye Global Management was a net seller of stock by $-880M.
- Skye Global Management has $5.0B in assets under management (AUM), dropping by -13.02%.
- Central Index Key (CIK): 0001675884
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Portfolio Holdings for Skye Global Management
Skye Global Management holds 70 positions in its portfolio as reported in the September 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Amazon (AMZN) | 35.3 | $1.8B | +14% | 8.0M | 219.57 |
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| Microsoft Corporation (MSFT) | 10.5 | $524M | 1.0M | 517.95 |
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| Ge Aerospace Com New (GE) | 7.7 | $386M | 1.3M | 300.82 |
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| Visa Com Cl A (V) | 5.6 | $281M | +53% | 824k | 341.38 |
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| S&p Global (SPGI) | 4.0 | $198M | +51% | 406k | 486.71 |
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| Martin Marietta Materials (MLM) | 3.4 | $171M | -5% | 272k | 630.28 |
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| TransDigm Group Incorporated (TDG) | 3.2 | $158M | 120k | 1318.02 |
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| Moody's Corporation (MCO) | 3.1 | $155M | +37% | 325k | 476.48 |
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| Vulcan Materials Company (VMC) | 2.7 | $135M | -9% | 438k | 307.62 |
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| Waste Connections (WCN) | 2.4 | $120M | +15% | 683k | 175.80 |
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| Hilton Worldwide Holdings (HLT) | 2.2 | $112M | 433k | 259.44 |
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| Meta Platforms Cl A (META) | 1.6 | $78M | 106k | 734.38 |
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| Casey's General Stores (CASY) | 1.4 | $71M | 126k | 565.32 |
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| Sherwin-Williams Company (SHW) | 1.1 | $56M | 163k | 346.26 |
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| Mastercard Incorporated Cl A (MA) | 1.1 | $54M | 95k | 568.81 |
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| Thermo Fisher Scientific (TMO) | 1.0 | $52M | -26% | 108k | 485.02 |
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| Alphabet Cap Stk Cl A (GOOGL) | 1.0 | $48M | NEW | 198k | 243.10 |
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| Lam Research Corp Com New (LRCX) | 0.9 | $46M | -53% | 342k | 133.90 |
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| Kla Corp Com New (KLAC) | 0.8 | $41M | -59% | 38k | 1078.60 |
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| Danaher Corporation (DHR) | 0.8 | $39M | +7% | 196k | 198.26 |
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| Chipotle Mexican Grill (CMG) | 0.7 | $37M | NEW | 948k | 39.19 |
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| Union Pacific Corporation (UNP) | 0.7 | $36M | +18% | 151k | 236.37 |
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| Ferguson Enterprises Common Stock New (FERG) | 0.6 | $29M | +14% | 128k | 224.58 |
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| Amazon Call Call Option | 0.6 | $28M | NEW | 126k | 219.57 |
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| Coupang Cl A (CPNG) | 0.5 | $27M | 842k | 32.20 |
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| Procter & Gamble Company (PG) | 0.5 | $27M | 173k | 153.65 |
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| Kenvue (KVUE) | 0.5 | $24M | +40% | 1.5M | 16.23 |
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| Apple (AAPL) | 0.5 | $23M | +170% | 91k | 254.63 |
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| American Express Company (AXP) | 0.4 | $22M | 66k | 332.16 |
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| Ferrovial Se Ord Shs (FER) | 0.4 | $21M | +11% | 362k | 58.60 |
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| Netflix (NFLX) | 0.4 | $19M | 15k | 1198.92 |
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| Perimeter Solutions Common Stock (PRM) | 0.3 | $16M | +15% | 712k | 22.39 |
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| Shopify Cl A Sub Vtg Shs (SHOP) | 0.3 | $15M | +48% | 102k | 148.61 |
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| Republic Services (RSG) | 0.3 | $15M | +34% | 65k | 229.48 |
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| Canadian Pacific Kansas City (CP) | 0.3 | $14M | 193k | 74.49 |
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| Colgate-Palmolive Company (CL) | 0.3 | $14M | NEW | 169k | 79.94 |
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| UnitedHealth (UNH) | 0.3 | $13M | NEW | 38k | 345.30 |
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| Ge Healthcare Technologies I Common Stock (GEHC) | 0.3 | $13M | -62% | 170k | 75.10 |
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| Spotify Technology S A SHS (SPOT) | 0.2 | $12M | 17k | 698.00 |
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| Doordash Cl A (DASH) | 0.2 | $10M | +201% | 38k | 271.99 |
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| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.2 | $8.1M | NEW | 126k | 64.14 |
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| Wal-Mart Stores (WMT) | 0.2 | $7.8M | +57% | 76k | 103.06 |
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| Clean Harbors (CLH) | 0.2 | $7.8M | NEW | 34k | 232.22 |
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| Louisiana-Pacific Corporation (LPX) | 0.1 | $6.8M | +12% | 77k | 88.84 |
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| Heico Corp Cl A (HEI.A) | 0.1 | $6.4M | +200% | 25k | 254.09 |
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| MercadoLibre (MELI) | 0.1 | $5.9M | 2.5k | 2336.94 |
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| Primo Brands Corporation Class A Com Shs (PRMB) | 0.1 | $5.6M | NEW | 255k | 22.10 |
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| Lyft Cl A Com (LYFT) | 0.1 | $5.5M | NEW | 252k | 22.01 |
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| Aurora Innovation Class A Com (AUR) | 0.1 | $4.5M | NEW | 840k | 5.39 |
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| Axon Enterprise (AXON) | 0.1 | $4.5M | 6.3k | 717.64 |
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| Sea Sponsord Ads (SE) | 0.1 | $4.5M | +100% | 25k | 178.73 |
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| Intercontinental Exchange (ICE) | 0.1 | $4.2M | 25k | 168.48 |
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| Costco Wholesale Corporation (COST) | 0.1 | $4.1M | 4.4k | 925.63 |
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| Deere & Company (DE) | 0.1 | $3.8M | -33% | 8.4k | 457.26 |
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| JPMorgan Chase & Co. (JPM) | 0.1 | $3.3M | NEW | 11k | 315.43 |
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| Qxo Com New (QXO) | 0.0 | $2.4M | 127k | 19.06 |
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| Spdr S&p 500 Etf Tr Put Put Option | 0.0 | $2.3M | NEW | 3.5k | 666.18 |
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| Comfort Systems USA (FIX) | 0.0 | $2.1M | 2.5k | 825.18 |
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| Loar Holdings Com Shs (LOAR) | 0.0 | $1.7M | 21k | 80.00 |
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| Vail Resorts (MTN) | 0.0 | $1.6M | NEW | 11k | 149.57 |
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| Installed Bldg Prods (IBP) | 0.0 | $1.6M | NEW | 6.3k | 246.66 |
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| Tractor Supply Company (TSCO) | 0.0 | $955k | NEW | 17k | 56.87 |
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| Select Sector Spdr Tr The Industrial S Put Option | 0.0 | $309k | NEW | 2.0k | 154.23 |
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| Vertiv Holdings Put Put Option | 0.0 | $226k | NEW | 1.5k | 150.86 |
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| Palantir Technologies Put Put Option | 0.0 | $182k | NEW | 1.0k | 182.42 |
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| Coinbase Global Put Put Option | 0.0 | $169k | NEW | 500.00 | 337.49 |
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| Strategy Put Put Option | 0.0 | $161k | NEW | 500.00 | 322.21 |
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| Coreweave Put Put Option | 0.0 | $68k | NEW | 500.00 | 136.85 |
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| Solaris Energy Infras Put Put Option | 0.0 | $40k | NEW | 1.0k | 39.97 |
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| Gemini Space Sta Put Put Option | 0.0 | $4.8k | NEW | 200.00 | 23.96 |
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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 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
- Skye Global Management 2021 Q4 filed Feb. 14, 2022