Institutions / Skye Global Management LP
Skye Global Management LP
CIK 1675884 · Institution · as of Dec 31, 2025
Portfolio value
$4.95B
Positions
45
As of
Dec 31, 2025
Top holdings
Dec 31, 2025View all 45 →
| Company | Value | % of portfolio |
|---|---|---|
| Amazon.com Inc | $2.07B | 41.9% |
| General Electric Co | $388.12M | 7.8% |
| Microsoft Corp | $286.30M | 5.8% |
| S&P Global Inc. | $228.11M | 4.6% |
| Visa Inc | $197.10M | 4.0% |
| Moody's Corp | $177.01M | 3.6% |
| Martin Marietta Materials Inc | $170.61M | 3.4% |
| TransDigm Group Inc. | $159.58M | 3.2% |
| Waste Connections Inc | $156.42M | 3.2% |
| Vulcan Materials Co | $124.93M | 2.5% |
| Hilton Worldwide Holdings Inc. | $124.24M | 2.5% |
| Alphabet Inc. | $107.05M | 2.2% |
| Meta Platforms Inc | $69.97M | 1.4% |
| Thermo Fisher Scientific Inc. | $62.58M | 1.3% |
| Kenvue Inc. | $58.65M | 1.2% |
| Caseys General Stores Inc | $53.34M | 1.1% |
| Sherwin Williams Co | $52.65M | 1.1% |
| Danaher Corp /De | $44.87M | 0.9% |
| Republic Services, Inc. | $38.57M | 0.8% |
| Union Pacific Corp | $38.05M | 0.8% |
| DoorDash, Inc. | $32.16M | 0.6% |
| Ferguson Enterprises Inc. /DE | $29.39M | 0.6% |
| Apple Inc | $28.82M | 0.6% |
| PROCTER & GAMBLE Co | $26.27M | 0.5% |
| Netflix Inc | $25.69M | 0.5% |
Activity
Dec 31, 2025
InsidersInstitutions
This fund's 13F position changes — what it's buying and selling.No quarter-over-quarter changes yet — position changes appear once we've ingested two consecutive 13F filings for this manager. We currently hold 1 quarter of holdings.