Skye Global Management LP 13F Holdings

CIK 0001675884 · WEST PALM BEACH, FL

As of Sep 30, 2025, Skye Global Management LP reported 70 positions worth $5.0B in its SEC Form 13F filing.

Top 25 holdings

SecurityTickerSectorSharesValue% of portfolio
AMAZON.COM INCAMZNEquity8,024,000 .8B35.26%
MICROSOFT CORPMSFTTechnology1,012,000$524.2M10.49%
GE AEROSPACEGEIndustrials1,282,000$385.7M7.72%
VISA INC-CLASS A SHARESVFinancial Services824,000$281.3M5.63%
S&P GLOBAL INCSPGIFinancial Services406,000 97.6M3.95%
MARTIN MARIETTA MATERIALS INCMLMBasic Materials272,000 71.4M3.43%
TRANSDIGM GROUP INCTDGIndustrials120,000 58.2M3.17%
MOODYS CORPMCOFinancial Services324,500 54.6M3.09%
VULCAN MATERIALS COVMCBasic Materials438,000 34.7M2.70%
WASTE CONNECTIONS INCWCNIndustrials682,500 20.0M2.40%
HILTON WORLDWIDE HOLDINGS INCHLTConsumer Cyclical432,500 12.2M2.25%
META PLATFORMS INCMETACommunication Services106,000$77.8M1.56%
CASEYS GENERAL STORES INCCASYConsumer Cyclical126,000$71.2M1.43%
SHERWIN WILLIAMS COSHWBasic Materials162,500$56.3M1.13%
MASTERCARD INCMAFinancial Services95,000$54.0M1.08%
THERMO FISHER SCIENTIFIC INCTMOHealthcare108,000$52.4M1.05%
ALPHABET INCGOOGLEquity198,000$48.1M0.96%
LAM RESEARCH CORPLRCXTechnology342,000$45.8M0.92%
KLA CORPKLACTechnology38,000$41.0M0.82%
DANAHER CORPDHRHealthcare196,000$38.9M0.78%
CHIPOTLE MEXICAN GRILL INCCMGConsumer Cyclical948,000$37.2M0.74%
UNION PACIFIC CORPUNPIndustrials150,500$35.6M0.71%
FERGUSON ENTERPRISES INCFERGIndustrials128,000$28.7M0.58%
AMAZON COM INC——126,000$27.7M0.55%
COUPANG INCCPNGConsumer Cyclical842,000$27.1M0.54%