Skye Global Management as of June 30, 2025
Portfolio Holdings for Skye Global Management
Skye Global Management holds 60 positions in its portfolio as reported in the June 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 26.7 | $1.5B | 7.0M | 219.39 | |
| Spdr S&p 500 Etf Tr Call Call Option | 18.1 | $1.0B | 1.7M | 617.85 | |
| Microsoft Corporation (MSFT) | 8.8 | $503M | 1.0M | 497.41 | |
| Ge Aerospace Com New (GE) | 5.7 | $330M | 1.3M | 257.39 | |
| Taiwan Semiconductor Mfg Sponsored Ads (TSM) | 4.0 | $229M | 1.0M | 226.49 | |
| Visa Com Cl A (V) | 3.3 | $190M | 536k | 355.05 | |
| TransDigm Group Incorporated (TDG) | 3.2 | $183M | 120k | 1520.64 | |
| Martin Marietta Materials (MLM) | 2.7 | $157M | 287k | 548.96 | |
| S&p Global (SPGI) | 2.5 | $141M | 268k | 527.29 | |
| Vulcan Materials Company (VMC) | 2.2 | $126M | 483k | 260.82 | |
| Moody's Corporation (MCO) | 2.1 | $118M | 236k | 501.59 | |
| Hilton Worldwide Holdings (HLT) | 2.0 | $115M | 433k | 266.34 | |
| Waste Connections (WCN) | 1.9 | $111M | 592k | 186.72 | |
| Kla Corp Com New (KLAC) | 1.4 | $83M | 93k | 895.74 | |
| Meta Platforms Cl A (META) | 1.4 | $78M | 106k | 738.09 | |
| Lam Research Corp Com New (LRCX) | 1.2 | $71M | 728k | 97.34 | |
| Casey's General Stores (CASY) | 1.1 | $64M | 126k | 510.27 | |
| Thermo Fisher Scientific (TMO) | 1.0 | $59M | 147k | 405.46 | |
| Sherwin-Williams Company (SHW) | 1.0 | $56M | 163k | 343.36 | |
| Mastercard Incorporated Cl A (MA) | 0.9 | $53M | 95k | 561.94 | |
| Unity Software (U) | 0.9 | $49M | 2.0M | 24.20 | |
| Danaher Corporation (DHR) | 0.6 | $36M | 182k | 197.54 | |
| Ge Healthcare Technologies I Common Stock (GEHC) | 0.6 | $33M | 450k | 74.07 | |
| Hldgs (UAL) | 0.6 | $32M | 406k | 79.63 | |
| Union Pacific Corporation (UNP) | 0.5 | $29M | 127k | 230.08 | |
| Procter & Gamble Company (PG) | 0.5 | $28M | 173k | 159.32 | |
| Coupang Cl A (CPNG) | 0.4 | $25M | 842k | 29.96 | |
| Ferguson Enterprises Common Stock New (FERG) | 0.4 | $24M | 112k | 217.75 | |
| Kenvue (KVUE) | 0.4 | $22M | 1.1M | 20.93 | |
| American Express Company (AXP) | 0.4 | $21M | 66k | 318.98 | |
| Netflix (NFLX) | 0.4 | $21M | 15k | 1339.13 | |
| Ferrovial Se Ord Shs (FER) | 0.3 | $17M | 325k | 53.57 | |
| Unity Software Call Call Option | 0.3 | $17M | 714k | 24.20 | |
| Canadian Pacific Kansas City (CP) | 0.3 | $15M | 193k | 79.27 | |
| Delta Air Lines Inc Del Com New (DAL) | 0.2 | $14M | 275k | 49.18 | |
| Spotify Technology S A SHS (SPOT) | 0.2 | $13M | 17k | 767.34 | |
| Republic Services (RSG) | 0.2 | $12M | 48k | 246.61 | |
| Perimeter Solutions Common Stock (PRM) | 0.1 | $8.6M | 615k | 13.92 | |
| Shopify Cl A Sub Vtg Shs (SHOP) | 0.1 | $7.9M | 69k | 115.35 | |
| Apple (AAPL) | 0.1 | $6.9M | 34k | 205.17 | |
| MercadoLibre (MELI) | 0.1 | $6.6M | 2.5k | 2613.63 | |
| Deere & Company (DE) | 0.1 | $6.4M | 13k | 508.49 | |
| Louisiana-Pacific Corporation (LPX) | 0.1 | $5.9M | 68k | 85.99 | |
| Waste Management (WM) | 0.1 | $5.8M | 25k | 228.82 | |
| Grindr (GRND) | 0.1 | $5.8M | 254k | 22.70 | |
| Axon Enterprise (AXON) | 0.1 | $5.2M | 6.3k | 827.94 | |
| Wal-Mart Stores (WMT) | 0.1 | $4.7M | 48k | 97.78 | |
| Intercontinental Exchange (ICE) | 0.1 | $4.6M | 25k | 183.47 | |
| Costco Wholesale Corporation (COST) | 0.1 | $4.4M | 4.4k | 989.94 | |
| Natera (NTRA) | 0.1 | $4.3M | 25k | 168.94 | |
| Doordash Cl A (DASH) | 0.1 | $3.1M | 13k | 246.51 | |
| Qxo Com New (QXO) | 0.0 | $2.7M | 127k | 21.54 | |
| Core & Main Cl A (CNM) | 0.0 | $2.3M | 38k | 60.35 | |
| Heico Corp Cl A (HEI.A) | 0.0 | $2.2M | 8.4k | 258.75 | |
| Steris Shs Usd (STE) | 0.0 | $2.0M | 8.4k | 240.22 | |
| Sea Sponsord Ads (SE) | 0.0 | $2.0M | 13k | 159.94 | |
| Loar Holdings Com Shs (LOAR) | 0.0 | $1.8M | 21k | 86.17 | |
| Viking Holdings Ord Shs (VIK) | 0.0 | $1.8M | 34k | 53.29 | |
| Comfort Systems USA (FIX) | 0.0 | $1.4M | 2.5k | 536.21 | |
| Knife River Corp Common Stock (KNF) | 0.0 | $1.0M | 13k | 81.64 |
