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Skye Global Management LP
Period ended Jun 30, 2026 · Latest filing Aug 14, 2026
These quarterly holdings are delayed and may not include all assets or short positions.
Values are from the reporting date, not current prices or purchase costs.
The same security may appear in multiple rows.
Source: SEC
Reported portfolio value
Quarter-end reported holdings; not current value or investment performance.
View reported values
- Jun 30, 2026: $5,140,840,134
More quarters will appear as history becomes available.
Top holdings
Top 10 at Jun 30, 2026. Matching entries are combined; security classes and options remain separate. Shares exclude principal amounts; option shares reflect the reported underlying amount.
View top holdings values
- AMAZON COM INC · COM · 023135106 · shares: $2,305,224,480
- VISA INC · COM CL A · 92826C839 · shares: $477,484,529
- GE AEROSPACE · COM NEW · 369604301 · shares: $410,355,540
- MICROSOFT CORP · COM · 594918104 · shares: $213,367,440
- S&P GLOBAL INC · COM · 78409V104 · shares: $198,131,990
- WASTE CONNECTIONS INC · COM · 94106B101 · shares: $191,360,120
- TRANSDIGM GROUP INC · COM · 893641100 · shares: $159,844,800
- MARTIN MARIETTA MATLS INC · COM · 573284106 · shares: $145,328,400
- MOODYS CORP · COM · 615369105 · shares: $141,311,040
- HILTON WORLDWIDE HLDGS INC · COM · 43300A203 · shares: $126,235,720
Reported holdings
30 reported entries| Issuer | Class | CUSIP | Type | Shares / principal | Reported value (USD) |
|---|---|---|---|---|---|
| AMAZON COM INC | COM | 023135106 | — | 9,672,000 shares | $2,305,224,480 |
| VISA INC | COM CL A | 92826C839 | — | 1,391,718 shares | $477,484,529 |
| GE AEROSPACE | COM NEW | 369604301 | — | 1,098,000 shares | $410,355,540 |
| MICROSOFT CORP | COM | 594918104 | — | 572,000 shares | $213,367,440 |
| S&P GLOBAL INC | COM | 78409V104 | — | 486,500 shares | $198,131,990 |
| WASTE CONNECTIONS INC | COM | 94106B101 | — | 1,148,000 shares | $191,360,120 |
| TRANSDIGM GROUP INC | COM | 893641100 | — | 120,000 shares | $159,844,800 |
| MARTIN MARIETTA MATLS INC | COM | 573284106 | — | 252,000 shares | $145,328,400 |
| MOODYS CORP | COM | 615369105 | — | 312,000 shares | $141,311,040 |
| HILTON WORLDWIDE HLDGS INC | COM | 43300A203 | — | 382,000 shares | $126,235,720 |
| ALPHABET INC | CAP STK CL A | 02079K305 | — | 320,000 shares | $114,358,400 |
| VULCAN MATLS CO | COM | 929160109 | — | 308,500 shares | $91,010,585 |
| DANAHER CORP DEL | COM | 235851102 | — | 426,000 shares | $81,144,480 |
| THERMO FISHER SCIENTIFIC INC | COM | 883556102 | — | 150,500 shares | $75,454,680 |
| FERGUSON ENTERPRISES INC | COMMON STOCK NEW | 31488V107 | — | 248,000 shares | $58,857,840 |
| SHERWIN WILLIAMS CO | COM | 824348106 | — | 160,500 shares | $55,263,360 |
| REPUBLIC SVCS INC | COM | 760759100 | — | 240,500 shares | $51,245,740 |
| FERROVIAL NV | ORD SHS | N3168P101 | — | 656,000 shares | $45,008,160 |
| UNION PAC CORP | COM | 907818108 | — | 142,000 shares | $38,624,000 |
| DOORDASH INC | CL A | 25809K105 | — | 178,000 shares | $32,846,340 |
| NETFLIX INC. | COM | 64110L106 | — | 382,000 shares | $27,274,800 |
| SPOTIFY TECHNOLOGY S A | SHS | L8681T102 | — | 54,800 shares | $25,160,324 |
| COUPANG INC | CL A | 22266T109 | — | 862,000 shares | $14,972,940 |
| SEA LTD | SPONSORD ADS | 81141R100 | — | 136,000 shares | $13,032,880 |
| CANADIAN PACIFIC KANSAS CITY | COM | 13646K108 | — | 142,000 shares | $12,304,300 |
| MERCADOLIBRE INC | COM | 58733R102 | — | 6,200 shares | $10,523,818 |
| KENVUE INC | COM | 49177J102 | — | 456,000 shares | $8,714,160 |
| COLGATE PALMOLIVE CO | COM | 194162103 | — | 82,500 shares | $7,563,600 |
| LOUISIANA PAC CORP | COM | 546347105 | — | 60,000 shares | $4,719,600 |
| COSTCO WHOLESALE CORPORATION | COM | 22160K105 | — | 4,400 shares | $4,116,068 |