Skye Global Management LP
13F Reported Value
ⓘ$5.1B
Holdings
30
Latest Filing
2026-06-30
Filing Quarter
Q2 2026
Portfolio Overview
Skye Global Management LP disclosed 30 positions worth $5.1B in its Form 13F-HR for Q2 2026, led by $AMZN (AMAZON COM INC) at 44.8% of the equity portfolio, followed by $V and $GE. During the quarter the fund opened 0 new positions and exited 17 and a full exit from $SPY. The portfolio is most concentrated in Consumer Discretionary (50.1% of disclosed assets). All figures are sourced directly from Skye Global Management LP’s Form 13F-HR filing with the SEC under CIK 1675884.
AI Fund Analysis
ConcentratingSector Allocation
AUM History
Top Equity Holdings by Value
Quarterly Activity — Q2 2026
Click any card to unlockTop Holdings
- 68.7#301
Quality
$2.3B9,672,000 sh - 82.9#14
Quality
$477.5M1,391,718 sh - 73.8#127
Quality
$410.4M1,098,000 sh - 79.8
Quality
$213.4M572,000 sh - 76.1
Quality
$198.1M486,500 sh - 68.2
Quality
$191.4M1,148,000 sh - 68.0
Quality
$159.8M120,000 sh - 62.9
Quality
$145.3M252,000 sh - 79.1
Quality
$141.3M312,000 sh - 63.3
Quality
$126.2M382,000 sh
| Company | Quality | Value | Shares |
|---|---|---|---|
 AMAZON COM INC$AMZN | 68.7#301 | $2.3B | 9,672,000 |
 VISA INC.$V | 82.9#14 | $477.5M | 1,391,718 |
 GENERAL ELECTRIC CO$GE | 73.8#127 | $410.4M | 1,098,000 |
 MICROSOFT CORP$MSFT | 79.8 | $213.4M | 572,000 |
 S&P Global Inc.$SPGI | 76.1 | $198.1M | 486,500 |
 Waste Connections, Inc.$WCN | 68.2 | $191.4M | 1,148,000 |
 TransDigm Group INC$TDG | 68.0 | $159.8M | 120,000 |
 MARTIN MARIETTA MATERIALS INC$MLM | 62.9 | $145.3M | 252,000 |
 MOODYS CORP /DE/$MCO | 79.1 | $141.3M | 312,000 |
 Hilton Worldwide Holdings Inc.$HLT | 63.3 | $126.2M | 382,000 |
Unlock AI quality scores for every holding
32-signal composite ranking on each of Skye Global Management LP's 30 positions.
Showing top 10 of 30 holdings.
Sector Allocation
Consumer Discretionary
$2.6B
Technology
$894.7M
Financials
$816.9M
Industrials
$306.4M
Utilities
$242.6M
Materials
$236.3M
Communication Services
$52.4M
Consumer Staples
$16.3M
Full Holdings — Skye Global Management LP (Q2 2026)
All 30 disclosed positions from the latest Form 13F-HR, with quarter-over-quarter share changes and 13F Pro quality scores. Sourced from SEC EDGAR.
| # | Ticker | Company | Value | Weight | QoQ | Quality |
|---|---|---|---|---|---|---|
| 1 | $AMZN | AMAZON COM INC | $2.3B | 44.8% | -1% | 68.7 |
| 2 | $V | VISA INC. | $477.5M | 9.3% | +46% | 82.9 |
| 3 | $GE | GENERAL ELECTRIC CO | $410.4M | 8.0% | -9% | 73.8 |
| 4 | $MSFT | MICROSOFT CORP | $213.4M | 4.2% | -8% | 79.8 |
| 5 | $SPGI | S&P Global Inc. | $198.1M | 3.9% | -8% | 76.1 |
| 6 | $WCN | Waste Connections, Inc. | $191.4M | 3.7% | +23% | 68.2 |
| 7 | $TDG | TransDigm Group INC | $159.8M | 3.1% | +2% | 68 |
| 8 | $MLM | MARTIN MARIETTA MATERIALS INC | $145.3M | 2.8% | -6% | 62.9 |
| 9 | $MCO | MOODYS CORP /DE/ | $141.3M | 2.8% | -15% | 79.1 |
| 10 | $HLT | Hilton Worldwide Holdings Inc. | $126.2M | 2.5% | -9% | 63.3 |
| 11 |  $GOOG | Alphabet Inc. | $114.4M | 2.2% | -6% | 78.2 |
| 12 |  $VMC | Vulcan Materials CO | $91.0M | 1.8% | -15% | 63.5 |
| 13 |  $DHR | DANAHER CORP /DE/ | $81.1M | 1.6% | +72% | 64.8 |
| 14 |  $TMO | THERMO FISHER SCIENTIFIC INC. | $75.5M | 1.5% | +27% | 65.1 |
| 15 |  $FERG | Ferguson Enterprises Inc. /DE/ | $58.9M | 1.1% | +18% | 52.2 |
| 16 |  $SHW | SHERWIN WILLIAMS CO | $55.3M | 1.1% | -6% | 61.3 |
| 17 |  $RSG | REPUBLIC SERVICES, INC. | $51.2M | 1.0% | +20% | 62.3 |
| 18 |  $FER | Ferrovial N.V. | $45.0M | 0.9% | +39% | — |
| 19 |  $UNP | UNION PACIFIC CORP | $38.6M | 0.8% | -8% | 69.7 |
| 20 |  $DASH | DoorDash, Inc. | $32.8M | 0.6% | +20% | 71 |
| 21 |  $NFLX | NETFLIX INC | $27.3M | 0.5% | +6% | 78.8 |
| 22 |  $SPOT | Spotify Technology S.A. | $25.2M | 0.5% | +4% | — |
| 23 |  $CPNG | Coupang, Inc. | $15.0M | 0.3% | -4% | 50.6 |
| 24 |  $SE | Sea Ltd | $13.0M | 0.3% | +6% | — |
| 25 |  $CP | CANADIAN PACIFIC KANSAS CITY LTD/CN | $12.3M | 0.2% | -20% | 69.7 |
| 26 |  $MELI | MERCADOLIBRE INC | $10.5M | 0.2% | +126% | 80.2 |
| 27 |  $KVUE | Kenvue Inc. | $8.7M | 0.2% | -42% | 60.3 |
| 28 |  $CL | COLGATE PALMOLIVE CO | $7.6M | 0.1% | +25% | 61.3 |
| 29 |  $LPX | LOUISIANA-PACIFIC CORP | $4.7M | 0.1% | -3% | 41.6 |
| 30 |  $COST | COSTCO WHOLESALE CORP /NEW | $4.1M | 0.1% | +0% | 66.2 |
Exited Positions (17)
$SPYCALL SPDR S&P 500 ETF TRUST
$AAPL Apple Inc.
$AXP AMERICAN EXPRESS CO
$PRM Perimeter Solutions, Inc.
$WWD Woodward, Inc.
$WM WASTE MANAGEMENT INC
$WDAY Workday, Inc.
$TOST Toast, Inc.
$HEI HEICO CORP
$CASY CASEYS GENERAL STORES INC$AMZNCALL AMAZON COM INC
$SAP SAP SE
$CART Maplebear Inc.
$VRSK Verisk Analytics, Inc.Browse Top Institutional Investors
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