Skye Global Management Lp
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$5.00B
Q ending 2026-03-31
Prior quarter
$5.42B
Q ending 2025-12-31
Change
-7.7% QoQ · +33.0% YoY
Positions
47
reported holdings
Largest positions
All 47 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| Amazon Com Inc | AMZN | Shares | $2.03B | 9.8M |
| Ge Aerospace | GE | Shares | $341.1M | 1.2M |
| Visa Inc | V | Shares | $287.1M | 950K |
| State Str Spdr S&P 500 Etf T | Call | $259.5M | 399K | |
| Microsoft Corp | MSFT | Shares | $230.2M | 622K |
| S&P Global Inc | SPGI | Shares | $223.7M | 526K |
| Moodys Corp | MCO | Shares | $160.5M | 368K |
| Martin Marietta Matls Inc | MLM | Shares | $157.8M | 268K |
| Waste Connections Inc | WCN | Shares | $151.4M | 932K |
| Transdigm Group Inc | TDG | Shares | $136.8M | 118K |
| Hilton Worldwide Hldgs Inc | HLT | Shares | $127.7M | 420K |
| Vulcan Matls Co | VMC | Shares | $99.1M | 364K |
| Alphabet Inc | GOOGL | Shares | $98.3M | 342K |
| Ishares Tr | Call | $96.5M | 1.1M | |
| Thermo Fisher Scientific Inc | TMO | Shares | $58.2M | 119K |
| Sherwin Williams Co | SHW | Shares | $54.5M | 170K |
| Ferguson Enterprises Inc | FERG | Shares | $49.0M | 210K |
| Danaher Corp Del | DHR | Shares | $47.0M | 248K |
| Republic Svcs Inc | RSG | Shares | $43.9M | 201K |
| Union Pac Corp | UNP | Shares | $37.4M | 154K |
| Netflix Inc. | NFLX | Shares | $34.8M | 362K |
| Ferrovial Se | Shares | $30.7M | 472K | |
| Spotify Technology S A | Shares | $25.6M | 53K | |
| Doordash Inc | DASH | Shares | $22.2M | 148K |
| Apple Inc | AAPL | Shares | $20.9M | 83K |
| American Express Co | AXP | Shares | $19.8M | 66K |
| Coupang Inc | CPNG | Shares | $16.9M | 894K |
| Perimeter Solutions Inc | PRM | Shares | $15.9M | 652K |
| Woodward Inc | WWD | Shares | $14.3M | 40K |
| Canadian Pacific Kansas City | CP | Shares | $13.9M | 177K |
| Kenvue Inc | KVUE | Shares | $13.7M | 792K |
| Waste Mgmt Inc Del | WM | Shares | $13.1M | 57K |
| Sea Ltd | SE | Shares | $10.6M | 129K |
| Workday Inc | WDAY | Shares | $6.8M | 53K |
| Toast Inc | TOST | Shares | $6.6M | 248K |
| Heico Corp New | HEI/A | Shares | $6.2M | 30K |
| Caseys Gen Stores Inc | CASY | Shares | $6.0M | 8K |
| Colgate Palmolive Co | CL | Shares | $5.6M | 66K |
| Amazon Com Inc | Call | $5.2M | 25K | |
| Mercadolibre Inc | MELI | Shares | $4.7M | 3K |
| Louisiana Pac Corp | LPX | Shares | $4.5M | 62K |
| Costco Wholesale Corporation | COST | Shares | $4.4M | 4K |
| Sap Se | SAP | Shares | $4.0M | 23K |
| Maplebear Inc | CART | Shares | $3.1M | 82K |
| Verisk Analytics Inc | VRSK | Shares | $2.0M | 11K |
| Primo Brands Corporation | PRMB | Shares | $1.2M | 63K |
| Zoominfo Technologies Inc | GTM | Shares | $1.0M | 169K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.