Skye Global Management as of Dec. 31, 2024
Portfolio Holdings for Skye Global Management
Skye Global Management holds 47 positions in its portfolio as reported in the December 2024 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 51.8 | $2.5B | 11M | 219.39 | |
| Microsoft Corporation (MSFT) | 5.9 | $283M | 672k | 421.50 | |
| Ge Aerospace Com New (GE) | 5.0 | $240M | 1.4M | 166.79 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 2.9 | $141M | 712k | 197.49 | |
| TransDigm Group Incorporated (TDG) | 2.8 | $133M | 105k | 1267.28 | |
| Martin Marietta Materials (MLM) | 2.8 | $133M | 257k | 516.50 | |
| Waste Connections (WCN) | 2.3 | $111M | 648k | 171.58 | |
| Vulcan Materials Company (VMC) | 2.3 | $110M | 428k | 257.23 | |
| Hilton Worldwide Holdings (HLT) | 2.3 | $109M | 440k | 247.16 | |
| Union Pacific Corporation (UNP) | 2.0 | $96M | 420k | 228.04 | |
| S&p Global (SPGI) | 1.9 | $91M | 182k | 498.03 | |
| Moody's Corporation (MCO) | 1.8 | $86M | 182k | 473.37 | |
| Canadian Pacific Kansas City (CP) | 1.7 | $84M | 1.2M | 72.37 | |
| Casey's General Stores (CASY) | 1.4 | $67M | 169k | 396.23 | |
| Primo Brands Corporation Class A Com Shs (PRMB) | 1.2 | $57M | 1.9M | 30.77 | |
| Thermo Fisher Scientific (TMO) | 1.2 | $55M | 107k | 520.23 | |
| Kla Corp Com New (KLAC) | 1.1 | $53M | 85k | 630.12 | |
| Applied Materials (AMAT) | 1.0 | $46M | 282k | 162.63 | |
| Meta Platforms Cl A (META) | 0.9 | $45M | 76k | 585.51 | |
| Danaher Corporation (DHR) | 0.8 | $40M | 172k | 229.55 | |
| Lam Research Corp Com New (LRCX) | 0.8 | $39M | 542k | 72.23 | |
| Ferguson Enterprises Common Stock New (FERG) | 0.8 | $36M | 208k | 173.57 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.7 | $33M | 418k | 78.18 | |
| Visa Com Cl A (V) | 0.7 | $32M | 102k | 316.04 | |
| Apple (AAPL) | 0.6 | $31M | 125k | 250.42 | |
| Sherwin-Williams Company (SHW) | 0.6 | $27M | 81k | 339.93 | |
| Coupang Cl A (CPNG) | 0.5 | $23M | 1.1M | 21.98 | |
| Procter & Gamble Company (PG) | 0.4 | $18M | 108k | 167.65 | |
| Synopsys (SNPS) | 0.3 | $15M | 32k | 485.36 | |
| MercadoLibre (MELI) | 0.3 | $12M | 7.2k | 1700.44 | |
| Ferrovial Se Ord Shs (FER) | 0.2 | $11M | 252k | 42.03 | |
| Grindr (GRND) | 0.2 | $11M | 592k | 17.84 | |
| Chipotle Mexican Grill (CMG) | 0.1 | $7.1M | 119k | 60.30 | |
| Steris Shs Usd (STE) | 0.1 | $6.1M | 30k | 205.56 | |
| Louisiana-Pacific Corporation (LPX) | 0.1 | $4.2M | 41k | 103.55 | |
| Costco Wholesale Corporation (COST) | 0.1 | $4.0M | 4.4k | 916.27 | |
| Hldgs (UAL) | 0.1 | $3.9M | 41k | 97.10 | |
| Aercap Holdings Nv SHS (AER) | 0.1 | $3.9M | 41k | 95.70 | |
| Deere & Company (DE) | 0.1 | $2.7M | 6.4k | 423.70 | |
| Intercontinental Exchange (ICE) | 0.1 | $2.5M | 17k | 149.01 | |
| Wal-Mart Stores (WMT) | 0.0 | $2.3M | 25k | 90.35 | |
| Onto Innovation (ONTO) | 0.0 | $2.1M | 13k | 166.67 | |
| Axon Enterprise (AXON) | 0.0 | $1.9M | 3.2k | 594.32 | |
| News Corp Cl A (NWSA) | 0.0 | $1.8M | 65k | 27.54 | |
| Loar Holdings Com Shs (LOAR) | 0.0 | $1.6M | 21k | 73.91 | |
| Netflix (NFLX) | 0.0 | $749k | 840.00 | 891.32 | |
| Comfort Systems USA (FIX) | 0.0 | $712k | 1.7k | 424.06 |
