Skye Global Management

Skye Global Management as of March 31, 2024

Portfolio Holdings for Skye Global Management

Skye Global Management holds 31 positions in its portfolio as reported in the March 2024 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon (AMZN) 47.2 $2.0B 11M 180.38
Microsoft Corporation (MSFT) 8.8 $369M 876k 420.72
Union Pacific Corporation (UNP) 6.4 $269M 1.1M 245.93
Apple (AAPL) 6.2 $263M 1.5M 171.48
General Electric Com New (GE) 6.0 $251M 1.4M 175.53
Canadian Natural Resources (CNQ) 4.2 $177M 2.0M 88.17
TransDigm Group Incorporated (TDG) 3.7 $156M 127k 1231.60
S&p Global (SPGI) 3.2 $134M 316k 425.45
Moody's Corporation (MCO) 2.8 $119M 303k 393.03
Hilton Worldwide Holdings (HLT) 2.4 $102M 478k 213.31
Shell Spon Ads (SHEL) 1.2 $51M 764k 67.04
Waste Connections (WCN) 1.1 $45M 264k 172.01
Procter & Gamble Company (PG) 1.0 $40M 249k 162.25
Danaher Corporation (DHR) 0.9 $39M 156k 249.72
Thermo Fisher Scientific (TMO) 0.9 $38M 66k 581.21
Ferguson SHS 0.7 $31M 140k 218.43
Martin Marietta Materials (MLM) 0.7 $30M 49k 613.94
Casey's General Stores (CASY) 0.5 $20M 61k 318.45
Chipotle Mexican Grill (CMG) 0.4 $18M 6.3k 2906.77
Steris Shs Usd (STE) 0.3 $14M 60k 224.82
Visa Com Cl A (V) 0.3 $11M 38k 279.08
Aurora Innovation Class A Com (AUR) 0.2 $10M 3.7M 2.82
Costco Wholesale Corporation (COST) 0.2 $7.7M 11k 732.63
Sherwin-Williams Company (SHW) 0.1 $5.8M 17k 347.33
Doordash Cl A (DASH) 0.1 $5.5M 40k 137.72
Clear Secure Com Cl A (YOU) 0.1 $5.4M 255k 21.27
Grindr (GRND) 0.1 $3.7M 368k 10.13
CoStar (CSGP) 0.1 $3.0M 32k 96.60
Shopify Cl A (SHOP) 0.1 $2.3M 30k 77.17
Shift4 Pmts Cl A (FOUR) 0.0 $1.9M 30k 66.07
Chemed Corp Com Stk (CHE) 0.0 $674k 1.1k 641.93