Skye Global Management as of June 30, 2026
Portfolio Holdings for Skye Global Management
Skye Global Management holds 30 positions in its portfolio as reported in the June 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price |
|---|---|---|---|---|---|
| Amazon (AMZN) | 44.8 | $2.3B | 9.7M | 238.34 | |
| Visa Com Cl A (V) | 9.3 | $478M | 1.4M | 343.09 | |
| Ge Aerospace Com New (GE) | 8.0 | $410M | 1.1M | 373.73 | |
| Microsoft Corporation (MSFT) | 4.2 | $213M | 572k | 373.02 | |
| S&p Global (SPGI) | 3.9 | $198M | 487k | 407.26 | |
| Waste Connections (WCN) | 3.7 | $191M | 1.1M | 166.69 | |
| TransDigm Group Incorporated (TDG) | 3.1 | $160M | 120k | 1332.04 | |
| Martin Marietta Materials (MLM) | 2.8 | $145M | 252k | 576.70 | |
| Moody's Corporation (MCO) | 2.7 | $141M | 312k | 452.92 | |
| Hilton Worldwide Holdings (HLT) | 2.5 | $126M | 382k | 330.46 | |
| Alphabet Cap Stk Cl A (GOOGL) | 2.2 | $114M | 320k | 357.37 | |
| Vulcan Materials Company (VMC) | 1.8 | $91M | 309k | 295.01 | |
| Danaher Corporation (DHR) | 1.6 | $81M | 426k | 190.48 | |
| Thermo Fisher Scientific (TMO) | 1.5 | $76M | 151k | 501.36 | |
| Ferguson Enterprises Common Stock New (FERG) | 1.1 | $59M | 248k | 237.33 | |
| Sherwin-Williams Company (SHW) | 1.1 | $55M | 161k | 344.32 | |
| Republic Services (RSG) | 1.0 | $51M | 241k | 213.08 | |
| Ferrovial Nv Ord Shs (FER) | 0.9 | $45M | 656k | 68.61 | |
| Union Pacific Corporation (UNP) | 0.8 | $39M | 142k | 272.00 | |
| Doordash Cl A (DASH) | 0.6 | $33M | 178k | 184.53 | |
| Netflix (NFLX) | 0.5 | $27M | 382k | 71.40 | |
| Spotify Technology S A SHS (SPOT) | 0.5 | $25M | 55k | 459.13 | |
| Coupang Cl A (CPNG) | 0.3 | $15M | 862k | 17.37 | |
| Sea Sponsord Ads (SE) | 0.3 | $13M | 136k | 95.83 | |
| Canadian Pacific Kansas City (CP) | 0.2 | $12M | 142k | 86.65 | |
| MercadoLibre (MELI) | 0.2 | $11M | 6.2k | 1697.39 | |
| Kenvue (KVUE) | 0.2 | $8.7M | 456k | 19.11 | |
| Colgate-Palmolive Company (CL) | 0.1 | $7.6M | 83k | 91.68 | |
| Louisiana-Pacific Corporation (LPX) | 0.1 | $4.7M | 60k | 78.66 | |
| Costco Wholesale Corporation (COST) | 0.1 | $4.1M | 4.4k | 935.47 |
