Skye Global Management LP
30 holdingsFiling period: 2026-06-30Current AUM: $5.32Bestimated from latest prices
| # | Ticker | Company | Shares | Reported Value | Current Value | % Portfolio | Change | Date |
|---|---|---|---|---|---|---|---|---|
| 1 | AMZN | Amazon.com Inc | 9.67M | $2.31B | $2.32B | 43.67% | -80,000 | 2026-06-30 |
| 2 | V | Visa Inc | 1.39M | $477.5M | $575.6M | 10.81% | +441.7K | 2026-06-30 |
| 3 | GE | GE Aerospace | 1.10M | $410.4M | $331.4M | 6.22% | -104,000 | 2026-06-30 |
| 4 | MSFT | Microsoft Corp | 572.0K | $213.4M | $298.5M | 5.61% | -49,800 | 2026-06-30 |
| 5 | SPGI | S&P Global Inc | 486.5K | $198.1M | $227.0M | 4.26% | -39,500 | 2026-06-30 |
| 6 | WCN | Waste Connections Inc | 1.15M | $191.4M | $211.3M | 3.97% | +216.0K | 2026-06-30 |
| 7 | TDG | Transdigm Group Inc | 120.0K | $159.8M | $137.6M | 2.58% | +2.0K | 2026-06-30 |
| 8 | MLM | Martin Marietta Matls Inc | 252.0K | $145.3M | $136.2M | 2.56% | -16,000 | 2026-06-30 |
| 9 | MCO | Moodys Corp | 312.0K | $141.3M | $154.1M | 2.89% | -56,000 | 2026-06-30 |
| 10 | HLT | Hilton Worldwide Hldgs Inc | 382.0K | $126.2M | $136.3M | 2.56% | -38,000 | 2026-06-30 |
| 11 | GOOGL | Alphabet Inc | 320.0K | $114.4M | $89.5M | 1.68% | -22,000 | 2026-06-30 |
| 12 | VMC | Vulcan Matls Co | 308.5K | $91.0M | $86.8M | 1.63% | -55,500 | 2026-06-30 |
| 13 | DHR | Danaher Corp Del | 426.0K | $81.1M | $98.9M | 1.86% | +178.0K | 2026-06-30 |
| 14 | TMO | Thermo Fisher Scientific Inc | 150.5K | $75.5M | $104.9M | 1.97% | +32.0K | 2026-06-30 |
| 15 | FERG | Ferguson Enterprises Inc | 248.0K | $58.9M | $59.2M | 1.11% | +38.0K | 2026-06-30 |
| 16 | SHW | Sherwin Williams Co | 160.5K | $55.3M | $53.4M | 1.00% | -9,500 | 2026-06-30 |
| 17 | RSG | Republic Svcs Inc | 240.5K | $51.2M | $58.7M | 1.10% | +40.0K | 2026-06-30 |
| 18 | — | Ferrovial NV | 656.0K | $45.0M | $45.0M | 0.85% | +184.0K | 2026-06-30 |
| 19 | UNP | Union Pac Corp | 142.0K | $38.6M | $43.2M | 0.81% | -12,000 | 2026-06-30 |
| 20 | DASH | Doordash Inc | 178.0K | $32.8M | $31.9M | 0.60% | +30.0K | 2026-06-30 |
| 21 | NFLX | Netflix Inc. | 382.0K | $27.3M | $23.7M | 0.45% | +20.0K | 2026-06-30 |
| 22 | — | Spotify Technology S A | 54.8K | $25.2M | $25.2M | 0.47% | +2.0K | 2026-06-30 |
| 23 | CPNG | Coupang Inc | 862.0K | $15.0M | $12.4M | 0.23% | -32,000 | 2026-06-30 |
| 24 | SE | Sea Ltd | 136.0K | $13.0M | $10.1M | 0.19% | +7.5K | 2026-06-30 |
| 25 | CP | Canadian Pacific Kansas City | 142.0K | $12.3M | $12.7M | 0.24% | -34,500 | 2026-06-30 |
← Scroll →
Page 1 of 2