Skye Global Management

Skye Global Management as of Sept. 30, 2025

Portfolio Holdings for Skye Global Management

Skye Global Management holds 70 positions in its portfolio as reported in the September 2025 quarterly 13F filing

Company (Ticker) Portfolio Weight Valued At Change in Shares Share Count Share Price
Amazon (AMZN) 35.3 $1.8B 8.0M 219.57
Microsoft Corporation (MSFT) 10.5 $524M 1.0M 517.95
Ge Aerospace Com New (GE) 7.7 $386M 1.3M 300.82
Visa Com Cl A (V) 5.6 $281M 824k 341.38
S&p Global (SPGI) 4.0 $198M 406k 486.71
Martin Marietta Materials (MLM) 3.4 $171M 272k 630.28
TransDigm Group Incorporated (TDG) 3.2 $158M 120k 1318.02
Moody's Corporation (MCO) 3.1 $155M 325k 476.48
Vulcan Materials Company (VMC) 2.7 $135M 438k 307.62
Waste Connections (WCN) 2.4 $120M 683k 175.80
Hilton Worldwide Holdings (HLT) 2.2 $112M 433k 259.44
Meta Platforms Cl A (META) 1.6 $78M 106k 734.38
Casey's General Stores (CASY) 1.4 $71M 126k 565.32
Sherwin-Williams Company (SHW) 1.1 $56M 163k 346.26
Mastercard Incorporated Cl A (MA) 1.1 $54M 95k 568.81
Thermo Fisher Scientific (TMO) 1.0 $52M 108k 485.02
Alphabet Cap Stk Cl A (GOOGL) 1.0 $48M 198k 243.10
Lam Research Corp Com New (LRCX) 0.9 $46M 342k 133.90
Kla Corp Com New (KLAC) 0.8 $41M 38k 1078.60
Danaher Corporation (DHR) 0.8 $39M 196k 198.26
Chipotle Mexican Grill (CMG) 0.7 $37M 948k 39.19
Union Pacific Corporation (UNP) 0.7 $36M 151k 236.37
Ferguson Enterprises Common Stock New (FERG) 0.6 $29M 128k 224.58
Amazon Call Call Option 0.6 $28M 126k 219.57
Coupang Cl A (CPNG) 0.5 $27M 842k 32.20
Procter & Gamble Company (PG) 0.5 $27M 173k 153.65
Kenvue (KVUE) 0.5 $24M 1.5M 16.23
Apple (AAPL) 0.5 $23M 91k 254.63
American Express Company (AXP) 0.4 $22M 66k 332.16
Ferrovial Se Ord Shs (FER) 0.4 $21M 362k 58.60
Netflix (NFLX) 0.4 $19M 15k 1198.92
Perimeter Solutions Common Stock (PRM) 0.3 $16M 712k 22.39
Shopify Cl A Sub Vtg Shs (SHOP) 0.3 $15M 102k 148.61
Republic Services (RSG) 0.3 $15M 65k 229.48
Canadian Pacific Kansas City (CP) 0.3 $14M 193k 74.49
Colgate-Palmolive Company (CL) 0.3 $14M 169k 79.94
UnitedHealth (UNH) 0.3 $13M 38k 345.30
Ge Healthcare Technologies I Common Stock (GEHC) 0.3 $13M 170k 75.10
Spotify Technology S A SHS (SPOT) 0.2 $12M 17k 698.00
Doordash Cl A (DASH) 0.2 $10M 38k 271.99
Restaurant Brands Intl Inc Com equity / large cap (QSR) 0.2 $8.1M 126k 64.14
Wal-Mart Stores (WMT) 0.2 $7.8M 76k 103.06
Clean Harbors (CLH) 0.2 $7.8M 34k 232.22
Louisiana-Pacific Corporation (LPX) 0.1 $6.8M 77k 88.84
Heico Corp Cl A (HEI.A) 0.1 $6.4M 25k 254.09
MercadoLibre (MELI) 0.1 $5.9M 2.5k 2336.94
Primo Brands Corporation Class A Com Shs (PRMB) 0.1 $5.6M 255k 22.10
Lyft Cl A Com (LYFT) 0.1 $5.5M 252k 22.01
Aurora Innovation Class A Com (AUR) 0.1 $4.5M 840k 5.39
Axon Enterprise (AXON) 0.1 $4.5M 6.3k 717.64
Sea Sponsord Ads (SE) 0.1 $4.5M 25k 178.73
Intercontinental Exchange (ICE) 0.1 $4.2M 25k 168.48
Costco Wholesale Corporation (COST) 0.1 $4.1M 4.4k 925.63
Deere & Company (DE) 0.1 $3.8M 8.4k 457.26
JPMorgan Chase & Co. (JPM) 0.1 $3.3M 11k 315.43
Qxo Com New (QXO) 0.0 $2.4M 127k 19.06
Spdr S&p 500 Etf Tr Put Put Option 0.0 $2.3M 3.5k 666.18
Comfort Systems USA (FIX) 0.0 $2.1M 2.5k 825.18
Loar Holdings Com Shs (LOAR) 0.0 $1.7M 21k 80.00
Vail Resorts (MTN) 0.0 $1.6M 11k 149.57
Installed Bldg Prods (IBP) 0.0 $1.6M 6.3k 246.66
Tractor Supply Company (TSCO) 0.0 $955k 17k 56.87
Select Sector Spdr Tr The Industrial S Put Option (XLII) 0.0 $309k 2.0k 154.23
Vertiv Holdings Put Put Option 0.0 $226k 1.5k 150.86
Palantir Technologies Put Put Option 0.0 $182k 1.0k 182.42
Coinbase Global Put Put Option 0.0 $169k 500.00 337.49
Strategy Put Put Option 0.0 $161k 500.00 322.21
Coreweave Put Put Option 0.0 $68k 500.00 136.85
Solaris Energy Infras Put Put Option 0.0 $40k 1.0k 39.97
Gemini Space Sta Put Put Option 0.0 $4.8k 200.00 23.96