Skye Global Management as of June 30, 2024
Portfolio Holdings for Skye Global Management
Skye Global Management holds 34 positions in its portfolio as reported in the June 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 49.7 | $2.2B | 11M | 193.25 | |
| Microsoft Corporation (MSFT) | 6.6 | $292M | 654k | 446.95 | |
| Ge Aerospace Com New (GE) | 5.6 | $250M | 1.6M | 158.97 | |
| Union Pacific Corporation (UNP) | 5.5 | $244M | 1.1M | 226.26 | |
| Canadian Pacific Kansas City (CP) | 3.4 | $150M | 1.9M | 78.73 | |
| TransDigm Group Incorporated (TDG) | 3.2 | $142M | 111k | 1277.61 | |
| S&p Global (SPGI) | 3.0 | $133M | 298k | 446.00 | |
| Apple (AAPL) | 2.9 | $127M | 604k | 210.62 | |
| Hilton Worldwide Holdings (HLT) | 2.6 | $115M | 528k | 218.20 | |
| Moody's Corporation (MCO) | 2.6 | $115M | 273k | 420.93 | |
| Waste Connections (WCN) | 2.5 | $112M | 640k | 175.36 | |
| Shell Spon Ads (SHEL) | 2.0 | $88M | 1.2M | 72.18 | |
| Casey's General Stores (CASY) | 2.0 | $87M | 229k | 381.56 | |
| Primo Water (PRMW) | 1.6 | $73M | 3.3M | 21.86 | |
| Ferguson SHS | 1.5 | $68M | 352k | 193.65 | |
| Martin Marietta Materials (MLM) | 1.0 | $46M | 85k | 541.80 | |
| Danaher Corporation (DHR) | 0.8 | $33M | 133k | 249.85 | |
| Thermo Fisher Scientific (TMO) | 0.7 | $30M | 55k | 553.00 | |
| Procter & Gamble Company (PG) | 0.6 | $25M | 150k | 164.92 | |
| Vulcan Materials Company (VMC) | 0.4 | $19M | 76k | 248.68 | |
| Chipotle Mexican Grill (CMG) | 0.4 | $16M | 252k | 62.65 | |
| Visa Com Cl A (V) | 0.3 | $14M | 53k | 262.47 | |
| Steris Shs Usd (STE) | 0.2 | $8.8M | 40k | 219.54 | |
| Costco Wholesale Corporation (COST) | 0.2 | $7.7M | 9.0k | 849.99 | |
| Canadian Natural Resources (CNQ) | 0.1 | $6.0M | 168k | 35.60 | |
| Grindr (GRND) | 0.1 | $5.9M | 480k | 12.24 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 0.1 | $5.1M | 30k | 173.81 | |
| Sap Se Spon Adr (SAP) | 0.1 | $3.2M | 16k | 201.71 | |
| Woodward Governor Company (WWD) | 0.1 | $2.7M | 16k | 174.38 | |
| MercadoLibre (MELI) | 0.0 | $2.1M | 1.3k | 1643.40 | |
| Wal-Mart Stores (WMT) | 0.0 | $2.0M | 30k | 67.71 | |
| Loar Holdings Com Shs (LOAR) | 0.0 | $1.1M | 21k | 53.41 | |
| Watsco, Incorporated (WSO) | 0.0 | $730k | 1.6k | 463.24 | |
| American Express Company (AXP) | 0.0 | $486k | 2.1k | 231.55 |
