# Skye Global Management LP

> Institutional holdings reported to the SEC as of Q2 2026 on Form 13F. CIK 1675884. Source: https://holderbook.com/funds/1675884-skye-global-management-lp/

- Reported value: $5.1B
- Positions: 30
- Weight of the ten largest: 85.0%
- Filed: 2026-08-14

A 13F reports long US equity positions only. Short positions, bonds, foreign listings, private holdings and cash are not visible, so this is not the manager's whole book.

## Holdings

| Security | Ticker | Value | Shares | Weight | Quarters held |
|---|---|---|---|---|---|
| AMAZON COM INC | [AMZN](https://holderbook.com/stocks/AMZN/) | $2.3B | 9,672,000 | 44.8% | 31 |
| VISA INC | [V](https://holderbook.com/stocks/V/) | $477.5M | 1,391,718 | 9.3% | 14 |
| GE AEROSPACE | [GE](https://holderbook.com/stocks/GE/) | $410.4M | 1,098,000 | 8.0% | 12 |
| MICROSOFT CORP | [MSFT](https://holderbook.com/stocks/MSFT/) | $213.4M | 572,000 | 4.2% | 31 |
| S&P GLOBAL INC | [SPGI](https://holderbook.com/stocks/SPGI/) | $198.1M | 486,500 | 3.9% | 20 |
| WASTE CONNECTIONS INC | [WCN](https://holderbook.com/stocks/WCN/) | $191.4M | 1,148,000 | 3.7% | 14 |
| TRANSDIGM GROUP INC | [TDG](https://holderbook.com/stocks/TDG/) | $159.8M | 120,000 | 3.1% | 14 |
| MARTIN MARIETTA MATLS INC | [MLM](https://holderbook.com/stocks/MLM/) | $145.3M | 252,000 | 2.8% | 14 |
| MOODYS CORP | [MCO](https://holderbook.com/stocks/MCO/) | $141.3M | 312,000 | 2.7% | 20 |
| HILTON WORLDWIDE HLDGS INC | [HLT](https://holderbook.com/stocks/HLT/) | $126.2M | 382,000 | 2.5% | 14 |
| ALPHABET INC | [GOOGL](https://holderbook.com/stocks/GOOGL/) | $114.4M | 320,000 | 2.2% | 4 |
| VULCAN MATLS CO | [VMC](https://holderbook.com/stocks/VMC/) | $91.0M | 308,500 | 1.8% | 9 |
| DANAHER CORP DEL | [DHR](https://holderbook.com/stocks/DHR/) | $81.1M | 426,000 | 1.6% | 27 |
| THERMO FISHER SCIENTIFIC INC | [TMO](https://holderbook.com/stocks/TMO/) | $75.5M | 150,500 | 1.5% | 14 |
| FERGUSON ENTERPRISES INC | [FERG](https://holderbook.com/stocks/FERG/) | $58.9M | 248,000 | 1.1% | 8 |
| SHERWIN WILLIAMS CO | [SHW](https://holderbook.com/stocks/SHW/) | $55.3M | 160,500 | 1.1% | 8 |
| REPUBLIC SVCS INC | [RSG](https://holderbook.com/stocks/RSG/) | $51.2M | 240,500 | 1.0% | 6 |
| FERROVIAL NV | [FER](https://holderbook.com/stocks/FER/) | $45.0M | 656,000 | 0.9% | 7 |
| UNION PAC CORP | [UNP](https://holderbook.com/stocks/UNP/) | $38.6M | 142,000 | 0.8% | 14 |
| DOORDASH INC | [DASH](https://holderbook.com/stocks/DASH/) | $32.8M | 178,000 | 0.6% | 5 |
| NETFLIX INC | [NFLX](https://holderbook.com/stocks/NFLX/) | $27.3M | 382,000 | 0.5% | 7 |
| SPOTIFY TECHNOLOGY S A | [SPOT](https://holderbook.com/stocks/SPOT/) | $25.2M | 54,800 | 0.5% | 6 |
| COUPANG INC | [CPNG](https://holderbook.com/stocks/CPNG/) | $15.0M | 862,000 | 0.3% | 8 |
| SEA LTD | [SE](https://holderbook.com/stocks/SE/) | $13.0M | 136,000 | 0.3% | 5 |
| CANADIAN PACIFIC KANSAS CITY | [CP](https://holderbook.com/stocks/CP/) | $12.3M | 142,000 | 0.2% | 5 |
| MERCADOLIBRE INC | [MELI](https://holderbook.com/stocks/MELI/) | $10.5M | 6,200 | 0.2% | 9 |
| KENVUE INC | [KVUE](https://holderbook.com/stocks/KVUE/) | $8.7M | 456,000 | 0.2% | 6 |
| COLGATE PALMOLIVE CO | [CL](https://holderbook.com/stocks/CL/) | $7.6M | 82,500 | 0.1% | 4 |
| LOUISIANA PAC CORP | [LPX](https://holderbook.com/stocks/LPX/) | $4.7M | 60,000 | 0.1% | 7 |
| COSTCO WHOLESALE CORPORATION | [COST](https://holderbook.com/stocks/COST/) | $4.1M | 4,400 | 0.1% | 14 |

## What the disclosed book did

Not the fund's return. This is the change in value of the positions disclosed on Form 13F, had they been left untouched, against SPY over the same quarter ends.

| Quarter | Book | Market | Difference | Priced |
|---|---|---|---|---|
| Q2 2026 | +11.4% | +14.8% | -3.4% | 100% |
| Q1 2026 | -9.7% | -4.6% | -5.0% | 99% |
| Q4 2025 | +2.4% | +2.4% | +0.1% | 100% |
| Q3 2025 | +4.8% | +7.8% | -3.0% | 100% |
| Q2 2025 | +17.5% | +10.5% | +7.0% | 100% |
| Q1 2025 | -6.9% | -4.6% | -2.3% | 100% |
| Q4 2024 | +7.6% | +2.1% | +5.4% | 99% |
| Q3 2024 | +1.8% | +5.4% | -3.6% | 100% |

## Quarter by quarter

| Quarter | Value | Positions |
|---|---|---|
| Q2 2026 | $5.1B | 30 |
| Q1 2026 | $5.0B | 47 |
| Q4 2025 | $5.4B | 47 |
| Q3 2025 | $5.0B | 70 |
| Q2 2025 | $5.7B | 60 |
| Q1 2025 | $3.8B | 52 |
| Q4 2024 | $4.8B | 47 |
| Q3 2024 | $4.1B | 34 |
| Q2 2024 | $4.4B | 34 |
| Q1 2024 | $4.2B | 31 |
| Q4 2023 | $3.5B | 23 |
| Q3 2023 | $3.5B | 26 |