Institutions / Skye Global Management LP / Holdings

Skye Global Management LP

All holdings · as of Dec 31, 2025

Company	Class	Value	Shares	% of portfolio
Amazon.com Inc	—	$2.07B	8,976,000	41.9%
GENERAL ELECTRIC CO	—	$388.12M	1,260,000	7.8%
MICROSOFT CORP	—	$286.30M	592,000	5.8%
S&P Global Inc.	—	$228.11M	436,500	4.6%
Visa Inc	—	$197.10M	562,000	4.0%
Moody's Corp	—	$177.01M	346,500	3.6%
MARTIN MARIETTA MATERIALS INC	—	$170.61M	274,000	3.4%
TransDigm Group Inc.	—	$159.58M	120,000	3.2%
Waste Connections Inc	—	$156.42M	892,000	3.2%
Vulcan Materials Co	—	$124.93M	438,000	2.5%
Hilton Worldwide Holdings Inc.	—	$124.24M	432,500	2.5%
Alphabet Inc.	—	$107.05M	342,000	2.2%
Meta Platforms Inc	—	$69.97M	106,000	1.4%
THERMO FISHER SCIENTIFIC INC.	—	$62.58M	108,000	1.3%
Kenvue Inc.	—	$58.65M	3,400,000	1.2%
CASEYS GENERAL STORES INC	—	$53.34M	96,500	1.1%
SHERWIN WILLIAMS CO	—	$52.65M	162,500	1.1%
DANAHER CORP /DE	—	$44.87M	196,000	0.9%
REPUBLIC SERVICES, INC.	—	$38.57M	182,000	0.8%
Union Pacific Corp	—	$38.05M	164,500	0.8%
DoorDash, Inc.	—	$32.16M	142,000	0.6%
Ferguson Enterprises Inc. /DE	—	$29.39M	132,000	0.6%
APPLE INC	—	$28.82M	106,000	0.6%
PROCTER & GAMBLE Co	—	$26.27M	183,300	0.5%
Netflix Inc	—	$25.69M	274,000	0.5%
AMERICAN EXPRESS CO	—	$24.23M	65,500	0.5%
FERROVIAL SE	—	$24.03M	372,000	0.5%
Coupang, Inc.	—	$19.86M	842,000	0.4%
Perimeter Solutions, Inc.	—	$19.60M	712,000	0.4%
Sea Ltd	—	$15.31M	120,000	0.3%
CANADIAN PACIFIC KANSAS CITY	—	$14.17M	192,500	0.3%
LINDE PLC	—	$10.75M	25,200	0.2%
COLGATE PALMOLIVE CO	—	$10.15M	128,500	0.2%
SPOTIFY TECHNOLOGY S A	—	$9.78M	16,850	0.2%
The Boeing Company	—	$8.25M	38,000	0.2%
LOUISIANA-PACIFIC CORP	—	$6.54M	81,000	0.1%
HEICO CORP	—	$6.36M	25,200	0.1%
Primo Brands Corp	—	$6.35M	388,500	0.1%
MercadoLibre, Inc.	—	$5.92M	2,940	0.1%
COSTCO WHOLESALE CORP /NEW	—	$3.79M	4,400	0.1%
CITIGROUP INC	—	$3.68M	31,500	0.1%
BANK OF AMERICA CORP /DE	—	$2.66M	48,400	0.1%
Restaurant Brands International Inc.QSR	Common Stock	$2.17M	31,815	0.0%
Ralph Lauren Corp	—	$1.49M	4,200	0.0%
VAIL RESORTS INC	—	$1.35M	10,180	0.0%