Skye Global Management as of Dec. 31, 2025
Portfolio Holdings for Skye Global Management
Skye Global Management holds 47 positions in its portfolio as reported in the December 2025 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 38.2 | $2.1B | 9.0M | 230.82 | |
| Ge Aerospace Com New (GE) | 7.2 | $388M | 1.3M | 308.03 | |
| Microsoft Corporation (MSFT) | 5.3 | $286M | 592k | 483.62 | |
| Amazon Call Call Option | 4.7 | $253M | 1.1M | 230.82 | |
| S&p Global (SPGI) | 4.2 | $228M | 437k | 522.59 | |
| Spdr S&p 500 Etf Tr Call Call Option | 4.0 | $219M | 321k | 681.92 | |
| Visa Com Cl A (V) | 3.6 | $197M | 562k | 350.71 | |
| Moody's Corporation (MCO) | 3.3 | $177M | 347k | 510.85 | |
| Martin Marietta Materials (MLM) | 3.1 | $171M | 274k | 622.66 | |
| TransDigm Group Incorporated (TDG) | 2.9 | $160M | 120k | 1329.85 | |
| Waste Connections (WCN) | 2.9 | $156M | 892k | 175.36 | |
| Vulcan Materials Company (VMC) | 2.3 | $125M | 438k | 285.22 | |
| Hilton Worldwide Holdings (HLT) | 2.3 | $124M | 433k | 287.25 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $107M | 342k | 313.00 | |
| Meta Platforms Cl A (META) | 1.3 | $70M | 106k | 660.09 | |
| Thermo Fisher Scientific (TMO) | 1.2 | $63M | 108k | 579.45 | |
| Kenvue (KVUE) | 1.1 | $59M | 3.4M | 17.25 | |
| Casey's General Stores (CASY) | 1.0 | $53M | 97k | 552.71 | |
| Sherwin-Williams Company (SHW) | 1.0 | $53M | 163k | 324.03 | |
| Danaher Corporation (DHR) | 0.8 | $45M | 196k | 228.92 | |
| Republic Services (RSG) | 0.7 | $39M | 182k | 211.93 | |
| Union Pacific Corporation (UNP) | 0.7 | $38M | 165k | 231.32 | |
| Doordash Cl A (DASH) | 0.6 | $32M | 142k | 226.48 | |
| Ferguson Enterprises Common Stock New (FERG) | 0.5 | $29M | 132k | 222.63 | |
| Apple Call | 0.5 | $29M | 106k | 271.86 | |
| Procter & Gamble Company (PG) | 0.5 | $26M | 183k | 143.31 | |
| Netflix (NFLX) | 0.5 | $26M | 274k | 93.76 | |
| American Express Company (AXP) | 0.4 | $24M | 66k | 369.95 | |
| Ferrovial Se Ord Shs (FER) | 0.4 | $24M | 372k | 64.61 | |
| Coupang Cl A (CPNG) | 0.4 | $20M | 842k | 23.59 | |
| Perimeter Solutions Common Stock (PRM) | 0.4 | $20M | 712k | 27.53 | |
| Sea Sponsord Ads (SE) | 0.3 | $15M | 120k | 127.57 | |
| Canadian Pacific Kansas City (CP) | 0.3 | $14M | 193k | 73.63 | |
| Linde SHS (LIN) | 0.2 | $11M | 25k | 426.39 | |
| Colgate-Palmolive Company (CL) | 0.2 | $10M | 129k | 79.02 | |
| Spotify Technology S A SHS (SPOT) | 0.2 | $9.8M | 17k | 580.71 | |
| Boeing Company (BA) | 0.2 | $8.3M | 38k | 217.12 | |
| Louisiana-Pacific Corporation (LPX) | 0.1 | $6.5M | 81k | 80.76 | |
| Heico Corp Cl A (HEI.A) | 0.1 | $6.4M | 25k | 252.43 | |
| Primo Brands Corporation Class A Com Shs (PRMB) | 0.1 | $6.4M | 389k | 16.35 | |
| MercadoLibre (MELI) | 0.1 | $5.9M | 2.9k | 2014.26 | |
| Costco Wholesale Corporation (COST) | 0.1 | $3.8M | 4.4k | 862.34 | |
| Citigroup Com New (C) | 0.1 | $3.7M | 32k | 116.69 | |
| Bank of America Corporation (BAC) | 0.0 | $2.7M | 48k | 55.00 | |
| Restaurant Brands Intl Inc Com equity / large cap (QSR) | 0.0 | $2.2M | 32k | 68.23 | |
| Ralph Lauren Corp Cl A (RL) | 0.0 | $1.5M | 4.2k | 353.61 | |
| Vail Resorts (MTN) | 0.0 | $1.4M | 10k | 132.80 |
