Skye Global Management
Latest statistics and disclosures from Skye Global Management's latest quarterly 13F-HR filing:
- Top 5 stock holdings are AMZN, V, GE, MSFT, SPGI, and represent 70.12% of Skye Global Management's stock portfolio.
- Added to shares of these 10 stocks: V (+$152M), WCN (+$36M), DHR (+$34M), TMO (+$16M), FER (+$13M), FERG (+$9.0M), RSG (+$8.5M), MELI (+$5.9M), DASH (+$5.5M), TDG.
- Reduced shares in these 10 stocks: , Tlt 12/17/11 C103 put (-$97M), GE (-$39M), MCO (-$25M), AAPL (-$21M), AXP (-$20M), AMZN (-$19M), MSFT (-$19M), VMC (-$16M), SPGI (-$16M).
- Sold out of its positions in Amazon Com Inc option, AXP, AAPL, CASY, HEI.A, Tlt 12/17/11 C103 put, CART, PRM, PRMB, Spdr S&p 500 Etf Tr option. SAP, TOST, VRSK, WM, WWD, WDAY, GTM.
- Skye Global Management was a net seller of stock by $-376M.
- Skye Global Management has $5.1B in assets under management (AUM), dropping by 2.72%.
- Central Index Key (CIK): 0001675884
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Portfolio Holdings for Skye Global Management
Skye Global Management holds 30 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| Amazon (AMZN) | 44.8 | $2.3B | 9.7M | 238.34 |
|
|
| Visa Com Cl A (V) | 9.3 | $478M | +46% | 1.4M | 343.09 |
|
| Ge Aerospace Com New (GE) | 8.0 | $410M | -8% | 1.1M | 373.73 |
|
| Microsoft Corporation (MSFT) | 4.2 | $213M | -8% | 572k | 373.02 |
|
| S&p Global (SPGI) | 3.9 | $198M | -7% | 487k | 407.26 |
|
| Waste Connections (WCN) | 3.7 | $191M | +23% | 1.1M | 166.69 |
|
| TransDigm Group Incorporated (TDG) | 3.1 | $160M | 120k | 1332.04 |
|
|
| Martin Marietta Materials (MLM) | 2.8 | $145M | -5% | 252k | 576.70 |
|
| Moody's Corporation (MCO) | 2.7 | $141M | -15% | 312k | 452.92 |
|
| Hilton Worldwide Holdings (HLT) | 2.5 | $126M | -9% | 382k | 330.46 |
|
| Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $114M | -6% | 320k | 357.37 |
|
| Vulcan Materials Company (VMC) | 1.8 | $91M | -15% | 309k | 295.01 |
|
| Danaher Corporation (DHR) | 1.6 | $81M | +71% | 426k | 190.48 |
|
| Thermo Fisher Scientific (TMO) | 1.5 | $76M | +27% | 151k | 501.36 |
|
| Ferguson Enterprises Common Stock New (FERG) | 1.1 | $59M | +18% | 248k | 237.33 |
|
| Sherwin-Williams Company (SHW) | 1.1 | $55M | -5% | 161k | 344.32 |
|
| Republic Services (RSG) | 1.0 | $51M | +19% | 241k | 213.08 |
|
| Ferrovial Nv Ord Shs (FER) | 0.9 | $45M | +38% | 656k | 68.61 |
|
| Union Pacific Corporation (UNP) | 0.8 | $39M | -7% | 142k | 272.00 |
|
| Doordash Cl A (DASH) | 0.6 | $33M | +20% | 178k | 184.53 |
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| Netflix (NFLX) | 0.5 | $27M | +5% | 382k | 71.40 |
|
| Spotify Technology S A SHS (SPOT) | 0.5 | $25M | +3% | 55k | 459.13 |
|
| Coupang Cl A (CPNG) | 0.3 | $15M | -3% | 862k | 17.37 |
|
| Sea Sponsord Ads (SE) | 0.3 | $13M | +5% | 136k | 95.83 |
|
| Canadian Pacific Kansas City (CP) | 0.2 | $12M | -19% | 142k | 86.65 |
|
| MercadoLibre (MELI) | 0.2 | $11M | +126% | 6.2k | 1697.39 |
|
| Kenvue (KVUE) | 0.2 | $8.7M | -42% | 456k | 19.11 |
|
| Colgate-Palmolive Company (CL) | 0.1 | $7.6M | +25% | 83k | 91.68 |
|
| Louisiana-Pacific Corporation (LPX) | 0.1 | $4.7M | -3% | 60k | 78.66 |
|
| Costco Wholesale Corporation (COST) | 0.1 | $4.1M | 4.4k | 935.47 |
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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 2026 Q2 filed Aug. 14, 2026
- 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