Skye Global Management as of Sept. 30, 2023
Portfolio Holdings for Skye Global Management
Skye Global Management holds 26 positions in its portfolio as reported in the September 2023 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 48.1 | $1.7B | 13M | 127.12 | |
| Microsoft Corporation (MSFT) | 18.7 | $646M | 2.0M | 315.75 | |
| Canadian Pacific Kansas City (CP) | 4.7 | $162M | 2.2M | 74.41 | |
| Union Pacific Corporation (UNP) | 4.7 | $161M | 792k | 203.63 | |
| S&p Global (SPGI) | 4.0 | $137M | 376k | 365.41 | |
| Apple (AAPL) | 3.3 | $115M | 674k | 171.21 | |
| TransDigm Group Incorporated (TDG) | 3.3 | $115M | 137k | 843.13 | |
| Moody's Corporation (MCO) | 2.4 | $84M | 264k | 316.17 | |
| Kenvue (KVUE) | 2.3 | $78M | 3.9M | 20.08 | |
| Danaher Corporation (DHR) | 1.6 | $57M | 229k | 248.10 | |
| Thermo Fisher Scientific (TMO) | 1.6 | $54M | 106k | 506.17 | |
| Procter & Gamble Company (PG) | 1.2 | $41M | 278k | 145.86 | |
| Shell Spon Ads (SHEL) | 0.9 | $30M | 472k | 64.38 | |
| General Electric Com New (GE) | 0.8 | $28M | 249k | 110.55 | |
| Chipotle Mexican Grill (CMG) | 0.6 | $19M | 11k | 1831.83 | |
| Visa Com Cl A (V) | 0.4 | $12M | 53k | 230.01 | |
| Steris Shs Usd (STE) | 0.3 | $12M | 55k | 219.42 | |
| Vulcan Materials Company (VMC) | 0.2 | $7.6M | 38k | 202.02 | |
| Waste Connections (WCN) | 0.2 | $6.8M | 50k | 134.30 | |
| Costco Wholesale Corporation (COST) | 0.2 | $5.9M | 11k | 564.96 | |
| Colgate-Palmolive Company (CL) | 0.2 | $5.8M | 82k | 71.11 | |
| Wal-Mart Stores (WMT) | 0.2 | $5.7M | 36k | 159.93 | |
| Hilton Worldwide Holdings (HLT) | 0.1 | $4.1M | 27k | 150.18 | |
| Canadian Natural Resources (CNQ) | 0.1 | $3.3M | 50k | 64.67 | |
| Martin Marietta Materials (MLM) | 0.0 | $1.4M | 3.4k | 410.48 | |
| Shopify Cl A (SHOP) | 0.0 | $862k | 16k | 54.57 |
