Skye Global Management
Latest statistics and disclosures from Skye Global Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AMZN, GE, V, Spdr S&p 500 Etf Tr option, MSFT, and represent 62.92% of Skye Global Management's stock portfolio.
- Added to shares of these 10 stocks: AMZN (+$162M), V (+$117M), Tlt 12/17/11 C103 put (+$97M), Spdr S&p 500 Etf Tr option (+$51M), SPGI (+$38M), AAPL (+$21M), FERG (+$18M), SPOT (+$17M), WWD (+$14M), WM (+$13M).
- Started 10 new stock positions in AAPL, GTM, TOST, SAP, WM, Tlt 12/17/11 C103 put, CART, WDAY, VRSK, WWD.
- Reduced shares in these 10 stocks: Amazon Com Inc option (-$223M), , CASY (-$64M), KVUE (-$45M), Apple Inc option (-$29M), PG (-$26M), VMC (-$20M), GE (-$17M), LIN (-$11M), BA (-$8.3M).
- Sold out of its positions in Apple Inc option, BAC, BA, C, META, PG, RL, QSR, MTN, LIN.
- Skye Global Management was a net buyer of stock by $86M.
- Skye Global Management has $5.0B in assets under management (AUM), dropping by -7.67%.
- 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 March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Amazon (AMZN) | 40.6 | $2.0B | +8% | 9.8M | 208.27 |
|
| Ge Aerospace Com New (GE) | 6.8 | $341M | -4% | 1.2M | 283.77 |
|
| Visa Com Cl A (V) | 5.7 | $287M | +69% | 950k | 302.24 |
|
| State Str Spdr S&p 500 Etf T Call Call Option | 5.2 | $260M | +24% | 399k | 650.34 |
|
| Microsoft Corporation (MSFT) | 4.6 | $230M | +5% | 622k | 370.17 |
|
| S&p Global (SPGI) | 4.5 | $224M | +20% | 526k | 425.34 |
|
| Moody's Corporation (MCO) | 3.2 | $161M | +6% | 368k | 436.25 |
|
| Martin Marietta Materials (MLM) | 3.2 | $158M | -2% | 268k | 588.68 |
|
| Waste Connections (WCN) | 3.0 | $151M | +4% | 932k | 162.44 |
|
| TransDigm Group Incorporated (TDG) | 2.7 | $137M | 118k | 1158.96 |
|
|
| Hilton Worldwide Holdings (HLT) | 2.6 | $128M | -2% | 420k | 304.08 |
|
| Vulcan Materials Company (VMC) | 2.0 | $99M | -16% | 364k | 272.30 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $98M | 342k | 287.56 |
|
|
| Ishares Tr Call Call Option | 1.9 | $97M | NEW | 1.1M | 86.69 |
|
| Thermo Fisher Scientific (TMO) | 1.2 | $58M | +9% | 119k | 491.53 |
|
| Sherwin-Williams Company (SHW) | 1.1 | $55M | +4% | 170k | 320.55 |
|
| Ferguson Enterprises Common Stock New (FERG) | 1.0 | $49M | +59% | 210k | 233.26 |
|
| Danaher Corporation (DHR) | 0.9 | $47M | +26% | 248k | 189.60 |
|
| Republic Services (RSG) | 0.9 | $44M | +10% | 201k | 219.02 |
|
| Union Pacific Corporation (UNP) | 0.7 | $37M | -6% | 154k | 242.62 |
|
| Netflix (NFLX) | 0.7 | $35M | +32% | 362k | 96.15 |
|
| Ferrovial Se Ord Shs (FER) | 0.6 | $31M | +26% | 472k | 65.05 |
|
| Spotify Technology S A SHS (SPOT) | 0.5 | $26M | +213% | 53k | 484.91 |
|
| Doordash Cl A (DASH) | 0.4 | $22M | +4% | 148k | 150.15 |
|
| Apple (AAPL) | 0.4 | $21M | NEW | 83k | 253.79 |
|
| American Express Company (AXP) | 0.4 | $20M | 66k | 302.48 |
|
|
| Coupang Cl A (CPNG) | 0.3 | $17M | +6% | 894k | 18.88 |
|
| Perimeter Solutions Common Stock (PRM) | 0.3 | $16M | -8% | 652k | 24.42 |
|
| Woodward Governor Company (WWD) | 0.3 | $14M | NEW | 40k | 357.92 |
|
| Canadian Pacific Kansas City (CP) | 0.3 | $14M | -8% | 177k | 78.66 |
|
| Kenvue (KVUE) | 0.3 | $14M | -76% | 792k | 17.24 |
|
| Waste Management (WM) | 0.3 | $13M | NEW | 57k | 229.79 |
|
| Sea Sponsord Ads (SE) | 0.2 | $11M | +7% | 129k | 82.81 |
|
| Workday Cl A (WDAY) | 0.1 | $6.8M | NEW | 53k | 129.92 |
|
| Toast Cl A (TOST) | 0.1 | $6.6M | NEW | 248k | 26.51 |
|
| Heico Corp Cl A (HEI.A) | 0.1 | $6.2M | +17% | 30k | 211.09 |
|
| Casey's General Stores (CASY) | 0.1 | $6.0M | -91% | 8.2k | 727.86 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $5.6M | -48% | 66k | 85.23 |
|
| Amazon Call Call Option | 0.1 | $5.2M | -97% | 25k | 208.27 |
|
| MercadoLibre (MELI) | 0.1 | $4.7M | -6% | 2.7k | 1729.02 |
|
| Louisiana-Pacific Corporation (LPX) | 0.1 | $4.5M | -23% | 62k | 72.75 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $4.4M | 4.4k | 996.43 |
|
|
| Sap Se Spon Adr (SAP) | 0.1 | $4.0M | NEW | 23k | 171.21 |
|
| Maplebear (CART) | 0.1 | $3.1M | NEW | 82k | 37.46 |
|
| Verisk Analytics (VRSK) | 0.0 | $2.0M | NEW | 11k | 189.75 |
|
| Primo Brands Corporation Class A Com Shs (PRMB) | 0.0 | $1.2M | -83% | 63k | 18.83 |
|
| Zoominfo Technologies Common Stock (GTM) | 0.0 | $1.0M | NEW | 169k | 5.98 |
|
Past Filings by Skye Global Management
SEC 13F filings are viewable for Skye Global Management going back to 2017
- Skye Global Management 2026 Q1 filed May 15, 2026
- 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