Skye Global Management as of March 31, 2025
Portfolio Holdings for Skye Global Management
Skye Global Management holds 52 positions in its portfolio as reported in the March 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 31.6 | $1.2B | 6.3M | 190.26 | |
| Microsoft Corporation (MSFT) | 10.1 | $380M | 1.0M | 375.39 | |
| Ge Aerospace Com New (GE) | 6.8 | $257M | 1.3M | 200.15 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 6.4 | $242M | 1.5M | 166.00 | |
| TransDigm Group Incorporated (TDG) | 4.0 | $152M | 110k | 1383.29 | |
| Martin Marietta Materials (MLM) | 3.8 | $143M | 299k | 478.13 | |
| S&p Global (SPGI) | 3.2 | $120M | 236k | 508.10 | |
| Vulcan Materials Company (VMC) | 3.1 | $116M | 498k | 233.30 | |
| Waste Connections (WCN) | 3.1 | $116M | 592k | 195.19 | |
| Moody's Corporation (MCO) | 2.9 | $110M | 236k | 465.69 | |
| Visa Com Cl A (V) | 2.7 | $102M | 292k | 350.46 | |
| Hilton Worldwide Holdings (HLT) | 2.6 | $98M | 433k | 227.55 | |
| Kla Corp Com New (KLAC) | 2.4 | $91M | 135k | 679.80 | |
| Lam Research Corp Com New (LRCX) | 1.9 | $73M | 1.0M | 72.70 | |
| Meta Platforms Cl A (META) | 1.5 | $55M | 95k | 576.36 | |
| Casey's General Stores (CASY) | 1.5 | $55M | 126k | 434.04 | |
| Thermo Fisher Scientific (TMO) | 1.3 | $47M | 95k | 497.60 | |
| Sherwin-Williams Company (SHW) | 1.0 | $37M | 106k | 349.19 | |
| Danaher Corporation (DHR) | 0.9 | $34M | 165k | 205.00 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.9 | $34M | 417k | 80.71 | |
| MercadoLibre (MELI) | 0.8 | $31M | 16k | 1950.87 | |
| Procter & Gamble Company (PG) | 0.7 | $26M | 154k | 170.42 | |
| Applied Materials (AMAT) | 0.7 | $25M | 172k | 145.12 | |
| Hldgs (UAL) | 0.7 | $25M | 358k | 69.05 | |
| Coupang Cl A (CPNG) | 0.7 | $25M | 1.1M | 21.93 | |
| Williams Companies (WMB) | 0.6 | $21M | 347k | 59.76 | |
| Ferguson Enterprises Common Stock New (FERG) | 0.4 | $17M | 104k | 160.23 | |
| Kenvue (KVUE) | 0.4 | $16M | 654k | 23.98 | |
| Union Pacific Corporation (UNP) | 0.4 | $16M | 66k | 236.24 | |
| Ferrovial Se Ord Shs (FER) | 0.3 | $12M | 274k | 44.92 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.3 | $11M | 254k | 43.60 | |
| Shell Spon Ads (SHEL) | 0.3 | $10M | 137k | 73.28 | |
| Netflix (NFLX) | 0.3 | $9.8M | 11k | 932.53 | |
| Onto Innovation (ONTO) | 0.3 | $9.7M | 80k | 121.34 | |
| Grindr (GRND) | 0.3 | $9.5M | 532k | 17.90 | |
| Spotify Technology S A SHS (SPOT) | 0.2 | $6.9M | 13k | 550.03 | |
| Republic Services (RSG) | 0.2 | $6.1M | 25k | 242.16 | |
| Louisiana-Pacific Corporation (LPX) | 0.2 | $6.0M | 65k | 91.98 | |
| Kinder Morgan (KMI) | 0.1 | $4.6M | 160k | 28.53 | |
| Costco Wholesale Corporation (COST) | 0.1 | $4.2M | 4.4k | 945.78 | |
| Axon Enterprise (AXON) | 0.1 | $3.4M | 6.4k | 525.95 | |
| Shopify Cl A (SHOP) | 0.1 | $3.2M | 34k | 95.48 | |
| Deere & Company (DE) | 0.1 | $2.5M | 5.3k | 469.35 | |
| Apple (AAPL) | 0.1 | $2.3M | 11k | 222.13 | |
| Primo Brands Corporation Class A Com Shs (PRMB) | 0.0 | $1.9M | 53k | 35.49 | |
| Comfort Systems USA (FIX) | 0.0 | $1.6M | 5.0k | 322.33 | |
| Loar Holdings Com Shs (LOAR) | 0.0 | $1.5M | 21k | 70.65 | |
| Intercontinental Exchange (ICE) | 0.0 | $1.4M | 8.4k | 172.50 | |
| Huntington Ingalls Inds (HII) | 0.0 | $1.3M | 6.3k | 204.04 | |
| Chipotle Mexican Grill (CMG) | 0.0 | $1.3M | 25k | 50.21 | |
| Perimeter Solutions Common Stock (PRM) | 0.0 | $1.1M | 105k | 10.07 | |
| Qxo Com New (QXO) | 0.0 | $341k | 25k | 13.54 |
