Skye Global Management LP
47 holdingsFiling period: 2026-03-31Current AUM: $5.96Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 9.75M | $2.03B | $2.65B | 44.41% | +776.0K | 2026-03-31 |
| 2 | GE | GE AEROSPACE | 1.20M | $341.1M | $432.8M | 7.26% | -58,000 | 2026-03-31 |
| 3 | V | VISA INC | 950.0K | $287.1M | $347.8M | 5.83% | +388.0K | 2026-03-31 |
| 4 | SPY | STATE STR SPDR S&P 500 ETF T | 399.0K | $259.5M | $298.1M | 5.00% | +77.7K | 2026-03-31 |
| 5 | MSFT | MICROSOFT CORP | 621.8K | $230.2M | $289.0M | 4.84% | +29.8K | 2026-03-31 |
| 6 | SPGI | S&P GLOBAL INC | 526.0K | $223.7M | $216.7M | 3.63% | +89.5K | 2026-03-31 |
| 7 | MCO | MOODYS CORP | 368.0K | $160.5M | $176.0M | 2.95% | +21.5K | 2026-03-31 |
| 8 | MLM | MARTIN MARIETTA MATLS INC | 268.0K | $157.8M | $140.7M | 2.36% | -6,000 | 2026-03-31 |
| 9 | WCN | WASTE CONNECTIONS INC | 932.0K | $151.4M | $156.0M | 2.62% | +40.0K | 2026-03-31 |
| 10 | TDG | TRANSDIGM GROUP INC | 118.0K | $136.8M | $148.0M | 2.48% | -2,000 | 2026-03-31 |
| 11 | HLT | HILTON WORLDWIDE HLDGS INC | 420.0K | $127.7M | $134.6M | 2.26% | -12,500 | 2026-03-31 |
| 12 | VMC | VULCAN MATLS CO | 364.0K | $99.1M | $97.8M | 1.64% | -74,000 | 2026-03-31 |
| 13 | GOOGL | ALPHABET INC | 342.0K | $98.3M | $121.8M | 2.04% | -- | 2026-03-31 |
| 14 | OEF | ISHARES TR | 1.11M | $96.5M | $111.9M | 1.88% | -- | 2026-03-31 |
| 15 | TMO | THERMO FISHER SCIENTIFIC INC | 118.5K | $58.2M | $68.1M | 1.14% | +10.5K | 2026-03-31 |
| 16 | SHW | SHERWIN WILLIAMS CO | 170.0K | $54.5M | $57.9M | 0.97% | +7.5K | 2026-03-31 |
| 17 | FERG | FERGUSON ENTERPRISES INC | 210.0K | $49.0M | $49.2M | 0.83% | +78.0K | 2026-03-31 |
| 18 | DHR | DANAHER CORP DEL | 248.0K | $47.0M | $48.4M | 0.81% | +52.0K | 2026-03-31 |
| 19 | RSG | REPUBLIC SVCS INC | 200.5K | $43.9M | $42.2M | 0.71% | +18.5K | 2026-03-31 |
| 20 | UNP | UNION PAC CORP | 154.0K | $37.4M | $45.0M | 0.75% | -10,500 | 2026-03-31 |
| 21 | NFLX | NETFLIX INC. | 362.0K | $34.8M | $26.0M | 0.44% | +88.0K | 2026-03-31 |
| 22 | — | FERROVIAL SE | 472.0K | $30.7M | $30.7M | 0.51% | +100.0K | 2026-03-31 |
| 23 | — | SPOTIFY TECHNOLOGY S A | 52.8K | $25.6M | $25.6M | 0.43% | +36.0K | 2026-03-31 |
| 24 | DASH | DOORDASH INC | 148.0K | $22.2M | $29.0M | 0.49% | +6.0K | 2026-03-31 |
| 25 | AAPL | APPLE INC | 82.5K | $20.9M | $25.5M | 0.43% | -- | 2026-03-31 |
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