Skye Global Management as of Sept. 30, 2024
Portfolio Holdings for Skye Global Management
Skye Global Management holds 34 positions in its portfolio as reported in the September 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 53.6 | $2.2B | 12M | 186.33 | |
| Ge Aerospace Com New (GE) | 6.9 | $284M | 1.5M | 188.58 | |
| Microsoft Corporation (MSFT) | 6.2 | $256M | 594k | 430.30 | |
| TransDigm Group Incorporated (TDG) | 3.9 | $160M | 112k | 1427.13 | |
| Union Pacific Corporation (UNP) | 3.5 | $147M | 596k | 246.48 | |
| Canadian Pacific Kansas City (CP) | 2.7 | $110M | 1.3M | 85.54 | |
| Waste Connections (WCN) | 2.6 | $108M | 604k | 178.82 | |
| S&p Global (SPGI) | 2.6 | $106M | 205k | 516.62 | |
| Hilton Worldwide Holdings (HLT) | 2.5 | $103M | 446k | 230.50 | |
| Moody's Corporation (MCO) | 2.3 | $94M | 199k | 474.59 | |
| Casey's General Stores (CASY) | 2.0 | $82M | 219k | 375.71 | |
| Martin Marietta Materials (MLM) | 1.8 | $75M | 139k | 538.25 | |
| Apple (AAPL) | 1.6 | $67M | 287k | 233.00 | |
| Primo Water (PRMW) | 1.3 | $56M | 2.2M | 25.25 | |
| Danaher Corporation (DHR) | 1.0 | $40M | 142k | 278.02 | |
| Vulcan Materials Company (VMC) | 0.9 | $39M | 156k | 250.43 | |
| Thermo Fisher Scientific (TMO) | 0.9 | $37M | 60k | 618.57 | |
| Visa Com Cl A (V) | 0.7 | $29M | 104k | 274.95 | |
| Ferguson Enterprises Common Stock New (FERG) | 0.5 | $19M | 96k | 198.57 | |
| Meta Platforms Cl A (META) | 0.5 | $19M | 33k | 572.44 | |
| Procter & Gamble Company (PG) | 0.5 | $19M | 108k | 173.20 | |
| Coupang Cl A (CPNG) | 0.4 | $15M | 612k | 24.55 | |
| Sap Se Spon Adr (SAP) | 0.3 | $11M | 47k | 229.10 | |
| Chipotle Mexican Grill (CMG) | 0.2 | $9.4M | 164k | 57.62 | |
| Wal-Mart Stores (WMT) | 0.2 | $8.4M | 104k | 80.75 | |
| Grindr (GRND) | 0.2 | $7.1M | 592k | 11.93 | |
| MercadoLibre (MELI) | 0.2 | $6.9M | 3.4k | 2051.96 | |
| Steris Shs Usd (STE) | 0.1 | $4.1M | 17k | 242.54 | |
| Costco Wholesale Corporation (COST) | 0.1 | $3.9M | 4.4k | 886.52 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.1 | $2.1M | 42k | 50.79 | |
| Hldgs (UAL) | 0.0 | $1.8M | 32k | 57.06 | |
| Celsius Hldgs Com New (CELH) | 0.0 | $1.6M | 53k | 31.36 | |
| Loar Holdings Com Shs (LOAR) | 0.0 | $1.6M | 21k | 74.59 | |
| Sherwin-Williams Company (SHW) | 0.0 | $802k | 2.1k | 381.67 |
