Skye Global Management as of March 31, 2026
Portfolio Holdings for Skye Global Management
Skye Global Management holds 47 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 40.6 | $2.0B | 9.8M | 208.27 | |
| Ge Aerospace Com New (GE) | 6.8 | $341M | 1.2M | 283.77 | |
| Visa Com Cl A (V) | 5.7 | $287M | 950k | 302.24 | |
| State Str Spdr S&p 500 Etf T Call Call Option | 5.2 | $260M | 399k | 650.34 | |
| Microsoft Corporation (MSFT) | 4.6 | $230M | 622k | 370.17 | |
| S&p Global (SPGI) | 4.5 | $224M | 526k | 425.34 | |
| Moody's Corporation (MCO) | 3.2 | $161M | 368k | 436.25 | |
| Martin Marietta Materials (MLM) | 3.2 | $158M | 268k | 588.68 | |
| Waste Connections (WCN) | 3.0 | $151M | 932k | 162.44 | |
| TransDigm Group Incorporated (TDG) | 2.7 | $137M | 118k | 1158.96 | |
| Hilton Worldwide Holdings (HLT) | 2.6 | $128M | 420k | 304.08 | |
| Vulcan Materials Company (VMC) | 2.0 | $99M | 364k | 272.30 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.0 | $98M | 342k | 287.56 | |
| Ishares Tr Call Call Option | 1.9 | $97M | 1.1M | 86.69 | |
| Thermo Fisher Scientific (TMO) | 1.2 | $58M | 119k | 491.53 | |
| Sherwin-Williams Company (SHW) | 1.1 | $55M | 170k | 320.55 | |
| Ferguson Enterprises Common Stock New (FERG) | 1.0 | $49M | 210k | 233.26 | |
| Danaher Corporation (DHR) | 0.9 | $47M | 248k | 189.60 | |
| Republic Services (RSG) | 0.9 | $44M | 201k | 219.02 | |
| Union Pacific Corporation (UNP) | 0.7 | $37M | 154k | 242.62 | |
| Netflix (NFLX) | 0.7 | $35M | 362k | 96.15 | |
| Ferrovial Se Ord Shs (FER) | 0.6 | $31M | 472k | 65.05 | |
| Spotify Technology S A SHS (SPOT) | 0.5 | $26M | 53k | 484.91 | |
| Doordash Cl A (DASH) | 0.4 | $22M | 148k | 150.15 | |
| Apple (AAPL) | 0.4 | $21M | 83k | 253.79 | |
| American Express Company (AXP) | 0.4 | $20M | 66k | 302.48 | |
| Coupang Cl A (CPNG) | 0.3 | $17M | 894k | 18.88 | |
| Perimeter Solutions Common Stock (PRM) | 0.3 | $16M | 652k | 24.42 | |
| Woodward Governor Company (WWD) | 0.3 | $14M | 40k | 357.92 | |
| Canadian Pacific Kansas City (CP) | 0.3 | $14M | 177k | 78.66 | |
| Kenvue (KVUE) | 0.3 | $14M | 792k | 17.24 | |
| Waste Management (WM) | 0.3 | $13M | 57k | 229.79 | |
| Sea Sponsord Ads (SE) | 0.2 | $11M | 129k | 82.81 | |
| Workday Cl A (WDAY) | 0.1 | $6.8M | 53k | 129.92 | |
| Toast Cl A (TOST) | 0.1 | $6.6M | 248k | 26.51 | |
| Heico Corp Cl A (HEI.A) | 0.1 | $6.2M | 30k | 211.09 | |
| Casey's General Stores (CASY) | 0.1 | $6.0M | 8.2k | 727.86 | |
| Colgate-Palmolive Company (CL) | 0.1 | $5.6M | 66k | 85.23 | |
| Amazon Call Call Option | 0.1 | $5.2M | 25k | 208.27 | |
| MercadoLibre (MELI) | 0.1 | $4.7M | 2.7k | 1729.02 | |
| Louisiana-Pacific Corporation (LPX) | 0.1 | $4.5M | 62k | 72.75 | |
| Costco Wholesale Corporation (COST) | 0.1 | $4.4M | 4.4k | 996.43 | |
| Sap Se Spon Adr (SAP) | 0.1 | $4.0M | 23k | 171.21 | |
| Maplebear (CART) | 0.1 | $3.1M | 82k | 37.46 | |
| Verisk Analytics (VRSK) | 0.0 | $2.0M | 11k | 189.75 | |
| Primo Brands Corporation Class A Com Shs (PRMB) | 0.0 | $1.2M | 63k | 18.83 | |
| Zoominfo Technologies Common Stock (GTM) | 0.0 | $1.0M | 169k | 5.98 |
