Skye Global Management LP
30 holdingsFiling period: 2026-06-30Current AUM: $5.23Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | AMAZON COM INC | 9.67M | $2.31B | $2.40B | 45.91% | -80,000 | 2026-06-30 |
| 2 | V | VISA INC | 1.39M | $477.5M | $522.8M | 9.99% | +441.7K | 2026-06-30 |
| 3 | GE | GE AEROSPACE | 1.10M | $410.4M | $337.1M | 6.44% | -104,000 | 2026-06-30 |
| 4 | MSFT | MICROSOFT CORP | 572.0K | $213.4M | $284.4M | 5.43% | -49,800 | 2026-06-30 |
| 5 | SPGI | S&P GLOBAL INC | 486.5K | $198.1M | $200.7M | 3.83% | -39,500 | 2026-06-30 |
| 6 | WCN | WASTE CONNECTIONS INC | 1.15M | $191.4M | $183.1M | 3.50% | +216.0K | 2026-06-30 |
| 7 | TDG | TRANSDIGM GROUP INC | 120.0K | $159.8M | $130.2M | 2.49% | +2.0K | 2026-06-30 |
| 8 | MLM | MARTIN MARIETTA MATLS INC | 252.0K | $145.3M | $127.7M | 2.44% | -16,000 | 2026-06-30 |
| 9 | MCO | MOODYS CORP | 312.0K | $141.3M | $145.8M | 2.79% | -56,000 | 2026-06-30 |
| 10 | HLT | HILTON WORLDWIDE HLDGS INC | 382.0K | $126.2M | $117.6M | 2.25% | -38,000 | 2026-06-30 |
| 11 | GOOGL | ALPHABET INC | 320.0K | $114.4M | $110.4M | 2.11% | -22,000 | 2026-06-30 |
| 12 | VMC | VULCAN MATLS CO | 308.5K | $91.0M | $76.9M | 1.47% | -55,500 | 2026-06-30 |
| 13 | DHR | DANAHER CORP DEL | 426.0K | $81.1M | $89.2M | 1.70% | +178.0K | 2026-06-30 |
| 14 | TMO | THERMO FISHER SCIENTIFIC INC | 150.5K | $75.5M | $96.5M | 1.84% | +32.0K | 2026-06-30 |
| 15 | FERG | FERGUSON ENTERPRISES INC | 248.0K | $58.9M | $53.3M | 1.02% | +38.0K | 2026-06-30 |
| 16 | SHW | SHERWIN WILLIAMS CO | 160.5K | $55.3M | $51.9M | 0.99% | -9,500 | 2026-06-30 |
| 17 | RSG | REPUBLIC SVCS INC | 240.5K | $51.2M | $53.6M | 1.03% | +40.0K | 2026-06-30 |
| 18 | — | FERROVIAL NV | 656.0K | $45.0M | $45.0M | 0.86% | +184.0K | 2026-06-30 |
| 19 | UNP | UNION PAC CORP | 142.0K | $38.6M | $40.3M | 0.77% | -12,000 | 2026-06-30 |
| 20 | DASH | DOORDASH INC | 178.0K | $32.8M | $35.3M | 0.67% | +30.0K | 2026-06-30 |
| 21 | NFLX | NETFLIX INC. | 382.0K | $27.3M | $29.8M | 0.57% | +20.0K | 2026-06-30 |
| 22 | — | SPOTIFY TECHNOLOGY S A | 54.8K | $25.2M | $25.2M | 0.48% | +2.0K | 2026-06-30 |
| 23 | CPNG | COUPANG INC | 862.0K | $15.0M | $12.7M | 0.24% | -32,000 | 2026-06-30 |
| 24 | SE | SEA LTD | 136.0K | $13.0M | $14.0M | 0.27% | +7.5K | 2026-06-30 |
| 25 | CP | CANADIAN PACIFIC KANSAS CITY | 142.0K | $12.3M | $12.6M | 0.24% | -34,500 | 2026-06-30 |
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