Investor
Skye Global Management LP
CIK 0001675884 · filed 2026-05-15 · SEC filing
13F book
$5B
Positions
44
9 new · 10 sold
Largest name
40.6%
Amazon Com Inc · AMZN
Est. mark
−$481M
Price effect on 35 names still held. Flow $175.6M.
| Name | Ticker | Shares | Value | Weight | Est. mark | Change |
|---|---|---|---|---|---|---|
| Amazon Com Inc | AMZN | 9.75M | $2.03B | 40.6% | −$202.4M | Added−$40.8M |
| Ge Aerospace | — | 1.2M | $341.1M | 6.8% | −$29.2M | Cut−$47M |
| Visa Inc. | V | 950K | $287.1M | 5.7% | −$27.2M | Added$90M |
| Microsoft Corp | MSFT | 621.8K | $230.2M | 4.6% | −$67.2M | Added−$56.1M |
| S&P Global Inc. | SPGI | 526K | $223.7M | 4.5% | −$42.4M | Added−$4.38M |
| Moodys Corp | — | 368K | $160.5M | 3.2% | −$25.8M | Added−$16.5M |
| Martin Marietta Matls Inc | — | 268K | $157.8M | 3.2% | −$9.11M | Cut−$12.8M |
| Waste Connections, Inc. | WCN | 932K | $151.4M | 3.0% | −$11.5M | Added−$5.03M |
| Transdigm Group Inc | TDG | 118K | $136.8M | 2.7% | −$20.2M | Cut−$22.8M |
| Hilton Worldwide Hldgs Inc | — | 420K | $127.7M | 2.6% | $7.07M | Cut$3.48M |
| Vulcan Matls Co | — | 364K | $99.1M | 2.0% | −$4.7M | Cut−$25.8M |
| Alphabet Inc | — | 342K | $98.3M | 2.0% | −$8.7M | Held |
| Thermo Fisher Scientific Inc. | TMO | 118.5K | $58.2M | 1.2% | −$9.5M | Added−$4.33M |
| Sherwin Williams Co | SHW | 170K | $54.5M | 1.1% | −$565.5K | Added$1.84M |
| Ferguson Enterprises Inc | — | 210K | $49M | 1.0% | $1.4M | Added$19.6M |
| Danaher Corporation | — | 248K | $47M | 0.9% | −$7.71M | Added$2.15M |
| Republic Svcs Inc | — | 200.5K | $43.9M | 0.9% | $1.29M | Added$5.34M |
| Union Pac Corp | — | 154K | $37.4M | 0.7% | $1.74M | Cut−$688.7K |
| Netflix Inc | NFLX | 362K | $34.8M | 0.7% | $654.9K | Added$9.12M |
| Ferrovial Se | — | 472K | $30.7M | 0.6% | $163.7K | Added$6.67M |
| Spotify Technology S.A. | SPOT | 52.8K | $25.6M | 0.5% | −$1.61M | Added$15.8M |
| DoorDash, Inc. | DASH | 148K | $22.2M | 0.4% | −$10.8M | Added−$9.94M |
| Apple Inc. | AAPL | 82.5K | $20.9M | 0.4% | — | New |
| American Express Co | AXP | 65.5K | $19.8M | 0.4% | −$4.42M | Held |
| Coupang, Inc. | CPNG | 894K | $16.9M | 0.3% | −$3.97M | Added−$2.98M |
| Perimeter Solutions, Inc. | PRM | 652K | $15.9M | 0.3% | −$2.03M | Cut−$3.68M |
| Woodward, Inc. | WWD | 40K | $14.3M | 0.3% | — | New |
| Canadian Pacific Kansas City | — | 176.5K | $13.9M | 0.3% | $887.8K | Cut−$290.3K |
| Kenvue Inc. | KVUE | 792K | $13.7M | 0.3% | −$7.92K | Cut−$45M |
| Waste Mgmt Inc Del | — | 56.8K | $13.1M | 0.3% | — | New |
| Sea Ltd | SE | 128.5K | $10.6M | 0.2% | −$5.37M | Added−$4.67M |
| Workday, Inc. | WDAY | 52.6K | $6.83M | 0.1% | — | New |
| Toast, Inc. | TOST | 248K | $6.57M | 0.1% | — | New |
| Heico Corp New | — | 29.5K | $6.23M | 0.1% | −$1.04M | Added−$134.1K |
| Caseys Gen Stores Inc | — | 8.2K | $5.97M | 0.1% | $1.44M | Cut−$47.4M |
| Colgate Palmolive Co | CL | 66K | $5.63M | 0.1% | $409.9K | Cut−$4.53M |
| Mercadolibre Inc | MELI | 2.74K | $4.74M | 0.1% | −$781.6K | Cut−$1.18M |
| Louisiana Pac Corp | — | 62K | $4.51M | 0.1% | −$496.6K | Cut−$2.03M |
| Costco Whsl Corp New | — | 4.4K | $4.38M | 0.1% | $590K | Held |
| Sap Se | — | 23.2K | $3.97M | 0.1% | — | New |
| Maplebear Inc. | CART | 82K | $3.07M | 0.1% | — | New |
| Verisk Analytics, Inc. | VRSK | 10.5K | $1.99M | 0.0% | — | New |
| Primo Brands Corp | PRMB | 63.2K | $1.19M | 0.0% | $156.7K | Cut−$5.16M |
| ZoomInfo Technologies Inc. | GTM | 168.5K | $1.01M | 0.0% | — | New |
Positions as of Q1 2026. 13F filings arrive up to 45 days after quarter-end and omit shorts. Values are quarter-end marks, as filed. Estimated mark is the price effect on shares still held — not realized P&L or investment advice.